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First Trust Senior Loan Fund ETF

332 hedge funds and large institutions have $2.66B invested in First Trust Senior Loan Fund ETF in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 168 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 83

96% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 27

59% more funds holding in top 10

Funds holding in top 10: 2235 (+13)

20% more capital invested

Capital invested by funds: $2.22B → $2.66B (+$438M)

7% more funds holding

Funds holding: 309332 (+23)

0.96% less ownership

Funds ownership: 72.29%71.33% (-0.96%)

Holders
332
Holders Change
+23
Holders Change %
+7.44%
% of All Funds
5.24%
Holding in Top 10
35
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+59.09%
% of All Funds
0.55%
New
53
Increased
168
Reduced
83
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCIG
101
Quad-Cities Investment Group
Iowa
$3.6M +$160K +3,372 +5%
GM
102
GeoWealth Management
Illinois
$3.58M -$308K -6,492 -8%
NFG
103
Nations Financial Group
Iowa
$3.56M +$204K +4,307 +6%
IA
104
Insight Advisors
Pennsylvania
$3.52M -$15.7K -331 -0.4%
MML Investors Services
105
MML Investors Services
Massachusetts
$3.52M +$266K +5,612 +8%
TWM
106
Trinity Wealth Management
Pennsylvania
$3.5M +$3.53M +74,448 New
IWA
107
IVC Wealth Advisors
Pennsylvania
$3.5M +$30.1K +633 +0.9%
MMA
108
Miracle Mile Advisors
California
$3.45M +$3.48M +73,399 New
PWMG
109
Pinnacle Wealth Management Group
Michigan
$3.34M +$3.37M +70,952 New
LWM
110
Laidlaw Wealth Management
New York
$3.33M +$1.4M +29,502 +71%
KWM
111
Kingsview Wealth Management
Oregon
$3.33M +$367K +7,723 +12%
NA
112
NewEdge Advisors
Louisiana
$3.33M +$327K +6,885 +11%
AWS
113
Atria Wealth Solutions
New York
$3.27M +$3.3M +69,455 New
SMF
114
Sterling Manor Financial
New York
$3.24M +$3.27M +68,919 New
JP Morgan Chase
115
JP Morgan Chase
New York
$3.19M +$1.42M +29,925 +79%
LSPW
116
Lake Street Private Wealth
Illinois
$3.14M +$627K +13,201 +25%
MIAN
117
Mariner Independent Advisor Network
Kansas
$3.11M +$129K +2,711 +4%
MWM
118
McNaughton Wealth Management
California
$2.98M +$39.1K +824 +1%
AAS
119
Avantax Advisory Services
Texas
$2.94M +$575K +12,104 +24%
WS
120
Wedbush Securities
California
$2.92M +$2.57M +54,150 +684%
PCWA
121
Pacific Capital Wealth Advisors
California
$2.91M +$380K +8,006 +15%
EE
122
EWG Elevate
California
$2.88M +$376K +7,931 +15%
CCA
123
Cottonwood Capital Advisors
Utah
$2.87M +$901K +18,986 +45%
BFG
124
Berger Financial Group
Minnesota
$2.73M +$1.71M +35,944 +163%
EWM
125
Echo Wealth Management
Minnesota
$2.72M +$871K +18,354 +47%

FTSL Hedge Fund Activity: Q1 2022 in Review

332 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q1 2022, worth a combined $2.66B — up 20% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new FTSL positions and 27 closed out — a net gain of 26 holders — while 168 added to existing stakes and 83 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $53.9M. The largest seller was First Trust Advisors, cutting an estimated $30.8M.

  • 332 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q1 2022, up from 309 in Q4 2021.
  • Funds reported $2.66B of First Trust Senior Loan Fund ETF stock for Q1 2022, up 20% quarter-over-quarter.
  • 53 funds opened new First Trust Senior Loan Fund ETF positions in Q1 2022 and 27 closed out, a net change of +26 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q1 2022 was Morgan Stanley, an estimated $53.9M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q1 2022 was First Trust Advisors, an estimated $30.8M sold.

Based on aggregated 13F filings for Q1 2022.