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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
PA
126
Pinnacle Associates
New York
$2.69M +$893K +18,806 +49%
SI
127
Saxon Interests
Texas
$2.68M +$1.41M +29,750 +109%
CFGS
128
Concourse Financial Group Securities
Alabama
$2.65M -$1.39M -29,286 -34%
TA
129
TrueWealth Advisors
Alabama
$2.62M
SCA
130
Snowden Capital Advisors
New York
$2.6M +$448K +9,436 +21%
BRWA
131
B. Riley Wealth Advisors
Florida
$2.57M +$195K +4,106 +8%
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$2.53M +$2.56M +53,844 New
IA
133
IFP Advisors
Florida
$2.45M +$863K +18,176 +55%
MOS
134
MGO One Seven
Ohio
$2.37M +$1.22M +25,654 +104%
WEG
135
World Equity Group
Illinois
$2.35M +$2.37M +49,948 New
KCFA
136
Key Client Fiduciary Advisors
New Jersey
$2.27M -$193K -4,070 -8%
SG
137
StoneX Group
New York
$2.26M +$586K +12,337 +35%
CA
138
Cetera Advisors
Colorado
$2.15M +$163K +3,438 +8%
CCFM
139
Clear Creek Financial Management
Washington
$2.06M +$132K +2,771 +7%
SFG
140
StrategIQ Financial Group
Indiana
$2.01M +$269K +5,675 +15%
FAIM
141
Financial Advocates Investment Management
Washington
$1.97M -$216K -4,547 -10%
IWM
142
IHT Wealth Management
Illinois
$1.9M +$1.52M +32,071 +388%
Mariner
143
Mariner
Kansas
$1.9M +$41K +864 +2%
APA
144
American Portfolios Advisors
New York
$1.89M +$1.57M +33,022 +464%
IFG
145
Independent Financial Group
California
$1.85M -$26K -547 -1%
CIAS
146
Capital Investment Advisory Services
North Carolina
$1.85M +$22.8K +480 +1%
IA
147
IFG Advisory
Georgia
$1.83M -$104K -2,185 -5%
MMHP
148
Murphy Middleton Hinkle & Parker
Georgia
$1.82M +$5.03K +106 +0.3%
DC
149
Davenport & Co
Virginia
$1.8M -$859K -18,086 -32%
ECA
150
Elevated Capital Advisors
Utah
$1.75M +$1.77M +37,249 New

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.