First Trust Senior Loan Fund ETF
FTSL
122 hedge funds and large institutions have $746M invested in First Trust Senior Loan Fund ETF in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 35 reducing their positions, and 9 closing their positions.
67% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 9
63% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 35
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
4% more funds holding
Funds holding: 117 → 122 (+5)
1% more capital invested
Capital invested by funds: $737M → $746M (+$8.7M)
3.69% less ownership
Funds ownership: 61.66% → 57.96% (-3.7%)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$8.98M |
| 2 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$8.19M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$6.66M |
| 4 |
LA
LVW Advisors
Pittsford,
New York
|
+$5.21M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.86M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$8.99M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$7.92M |
| 3 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
-$7.4M |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$5.13M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$5.09M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OMC
126
Old Mission Capital
Chicago,
Illinois
| – | -$331K | -6,850 | Closed |
|
|
MAS
127
Madden Advisory Services
Jacksonville,
Florida
| – | -$48K | -1,010 | Closed |
|
|
AWMS
128
Advocacy Wealth Management Services
Atlanta,
Georgia
| – | -$27K | -562 | Closed |
|
|
AWM
129
AllSquare Wealth Management
Albany,
New York
| – | -$2K | -48 | Closed |
|
130
SEI Investments
Oaks,
Pennsylvania
| – | +$49 | +1 | New |
|
FTSL Hedge Fund Activity: Q2 2017 in Review
122 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q2 2017, worth a combined $746M — up 1.2% from $737M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FTSL positions and 9 closed out — a net gain of 6 holders — while 57 added to existing stakes and 35 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $8.98M. The largest seller was Goldman Sachs, exiting entirely with an estimated $8.99M sold.
- 122 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q2 2017, up from 117 in Q1 2017.
- Funds reported $746M of First Trust Senior Loan Fund ETF stock for Q2 2017, up 1.2% quarter-over-quarter.
- 15 funds opened new First Trust Senior Loan Fund ETF positions in Q2 2017 and 9 closed out, a net change of +6 holders.
- The largest First Trust Senior Loan Fund ETF buyer in Q2 2017 was Morgan Stanley, an estimated $8.98M added.
- The largest First Trust Senior Loan Fund ETF seller in Q2 2017 was Goldman Sachs, an estimated $8.99M sold.
Based on aggregated 13F filings for Q2 2017.