First Trust Senior Loan Fund ETF
FTSL
159 hedge funds and large institutions have $892M invested in First Trust Senior Loan Fund ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 33 reducing their positions, and 13 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 33
85% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 13
6% more capital invested
Capital invested by funds: $839M → $892M (+$53M)
6% more funds holding
Funds holding: 150 → 159 (+9)
0.47% more ownership
Funds ownership: 57.81% → 58.28% (+0.47%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$19.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$13.8M |
| 3 |
Morgan Stanley
New York
|
+$12.9M |
| 4 |
LI
LVZ Inc
Holland,
Michigan
|
+$12.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$10.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$11.2M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$6.2M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$2.69M |
| 4 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$2.62M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.61M |
FTSL Hedge Fund Activity: Q2 2018 in Review
159 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q2 2018, worth a combined $892M — up 6.3% from $839M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new FTSL positions and 13 closed out — a net gain of 11 holders — while 77 added to existing stakes and 33 trimmed.
The largest buyer was Cornerstone Wealth Management, adding an estimated $19.5M. The largest seller was Transamerica Financial Advisors, exiting entirely with an estimated $11.2M sold.
- 159 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q2 2018, up from 150 in Q1 2018.
- Funds reported $892M of First Trust Senior Loan Fund ETF stock for Q2 2018, up 6.3% quarter-over-quarter.
- 24 funds opened new First Trust Senior Loan Fund ETF positions in Q2 2018 and 13 closed out, a net change of +11 holders.
- The largest First Trust Senior Loan Fund ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $19.5M added.
- The largest First Trust Senior Loan Fund ETF seller in Q2 2018 was Transamerica Financial Advisors, an estimated $11.2M sold.
Based on aggregated 13F filings for Q2 2018.