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First Trust Senior Loan Fund ETF

331 hedge funds and large institutions have $1.58B invested in First Trust Senior Loan Fund ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 148 increasing their positions, 101 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 26

47% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 101

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

5% more funds holding

Funds holding: 316331 (+15)

1% more capital invested

Capital invested by funds: $1.56B → $1.58B (+$21.8M)

3.58% less ownership

Funds ownership: 73.32%69.74% (-3.6%)

Holders
331
Holders Change
+15
Holders Change %
+4.75%
% of All Funds
4.78%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
48
Increased
148
Reduced
101
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TLP
101
Trinity Legacy Partners
Texas
$2.36M +$75.2K +1,631 +3%
SI
102
Saxon Interests
Texas
$2.27M +$120K +2,592 +6%
KWM
103
Kingsview Wealth Management
Oregon
$2.25M -$52.7K -1,144 -2%
AWM
104
Apollon Wealth Management
South Carolina
$2.23M +$172K +3,728 +8%
Envestnet Portfolio Solutions
105
Envestnet Portfolio Solutions
Illinois
$2.22M +$149K +3,237 +7%
MA
106
Mutual Advisors
Nebraska
$2.18M +$593K +12,864 +37%
HI
107
Harbour Investments
Wisconsin
$2.18M -$181K -3,933 -8%
PPP
108
Private Portfolio Partners
New Jersey
$2.07M -$20K -434 -0.9%
MSAM
109
Moloney Securities Asset Management
Missouri
$2.05M +$462K +10,030 +29%
IFS
110
Ifrah Financial Services
Arkansas
$2.05M +$75.4K +1,636 +4%
HIS
111
Harvest Investment Services
Illinois
$2M -$166K -3,608 -8%
EE
112
EWG Elevate
California
$1.98M +$72.7K +1,577 +4%
OC
113
Oppenheimer & Co
New York
$1.95M +$234K +5,079 +14%
IFG
114
Independent Financial Group
California
$1.92M -$361K -7,836 -16%
MMHP
115
Murphy Middleton Hinkle & Parker
Georgia
$1.91M +$11.8K +255 +0.6%
KCFA
116
Key Client Fiduciary Advisors
New Jersey
$1.9M +$890K +19,309 +87%
FAIM
117
Financial Advocates Investment Management
Washington
$1.86M +$1.57M +34,037 +516%
SCA
118
Snowden Capital Advisors
New York
$1.83M +$373K +8,092 +25%
PAS
119
Park Avenue Securities
New York
$1.81M +$106K +2,302 +6%
EWM
120
Endowment Wealth Management
Wisconsin
$1.77M +$207K +4,489 +13%
OMC
121
Old Mission Capital
Illinois
$1.76M +$1.78M +38,588 New
PWA
122
PCG Wealth Advisors
Kansas
$1.72M +$3.83K +83 +0.2%
LCWP
123
Legacy Capital Wealth Partners
Arkansas
$1.71M +$1.72M +37,389 New
CPA
124
Clear Point Advisors
New York
$1.69M +$52.8K +1,145 +3%
CFGS
125
Concourse Financial Group Securities
Alabama
$1.68M -$88.5K -1,920 -5%

FTSL Hedge Fund Activity: Q2 2024 in Review

331 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q2 2024, worth a combined $1.58B — up 1.4% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new FTSL positions and 26 closed out — a net gain of 22 holders — while 148 added to existing stakes and 101 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $9.22M. The largest seller was LPL Financial, cutting an estimated $17.2M.

  • 331 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q2 2024, up from 316 in Q1 2024.
  • Funds reported $1.58B of First Trust Senior Loan Fund ETF stock for Q2 2024, up 1.4% quarter-over-quarter.
  • 48 funds opened new First Trust Senior Loan Fund ETF positions in Q2 2024 and 26 closed out, a net change of +22 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q2 2024 was First Trust Advisors, an estimated $9.22M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q2 2024 was LPL Financial, an estimated $17.2M sold.

Based on aggregated 13F filings for Q2 2024.