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First Trust Senior Loan Fund ETF

244 hedge funds and large institutions have $1.63B invested in First Trust Senior Loan Fund ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 140 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 39

133% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 18

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

40% more capital invested

Capital invested by funds: $1.16B → $1.63B (+$468M)

10% more funds holding

Funds holding: 222244 (+22)

4.76% more ownership

Funds ownership: 67.18%71.94% (+4.8%)

Holders
244
Holders Change
+22
Holders Change %
+9.91%
% of All Funds
4.25%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.28%
New
42
Increased
140
Reduced
39
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
151
Independent Financial Group
California
$477K +$107K +2,221 +29%
ACM
152
AlphaStar Capital Management
North Carolina
$473K +$1.39K +29 +0.3%
PTP
153
Platform Technology Partners
New York
$463K +$463K +9,644 New
SS
154
Simplicity Solutions
Minnesota
$451K +$198K +4,134 +78%
SWM
155
SeaCrest Wealth Management
New York
$437K
JWCA
156
J.W. Cole Advisors
Florida
$427K +$41.5K +864 +11%
TW
157
Towerpoint Wealth
California
$420K +$144 +3 +0%
ATC
158
Argent Trust Co
Tennessee
$408K +$72K +1,500 +21%
SEP
159
Southland Equity Partners
Missouri
$392K +$92.3K +1,923 +31%
IAIM
160
International Assets Investment Management
Florida
$391K -$298K -6,219 -43%
BFEC
161
Benjamin F. Edwards & Company
Missouri
$380K +$359K +7,487 +1,770%
WS
162
Wedbush Securities
California
$377K -$21.2K -442 -5%
AAS
163
Avantax Advisory Services
Texas
$376K -$28.6K -595 -7%
CA
164
Cambridge Advisors
Nebraska
$374K -$28.5K -593 -7%
EH
165
Equitable Holdings
New York
$373K +$373K +7,775 New
CAM
166
Concorde Asset Management
Michigan
$367K +$367K +7,645 New
CA
167
Calton & Associates
Florida
$362K +$528 +11 +0.1%
WWM
168
Western Wealth Management
Colorado
$362K +$100K +2,085 +38%
WIA
169
World Investment Advisors
California
$361K +$25K +522 +7%
HFS
170
Horizon Financial Services
North Carolina
$359K -$431K -8,981 -55%
APA
171
American Portfolios Advisors
New York
$352K +$291K +6,070 +483%
WI
172
Wintrust Investments
Illinois
$350K -$577K -12,020 -62%
CFAM
173
Center For Asset Management
Florida
$343K +$20.8K +434 +6%
IWM
174
IHT Wealth Management
Illinois
$342K -$84.9K -1,770 -20%
1W
175
1776 Wealth
Georgia
$335K

FTSL Hedge Fund Activity: Q2 2021 in Review

244 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q2 2021, worth a combined $1.63B — up 40% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new FTSL positions and 18 closed out — a net gain of 24 holders — while 140 added to existing stakes and 39 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $94.7M. The largest seller was Jane Street, cutting an estimated $17.6M.

  • 244 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q2 2021, up from 222 in Q1 2021.
  • Funds reported $1.63B of First Trust Senior Loan Fund ETF stock for Q2 2021, up 40% quarter-over-quarter.
  • 42 funds opened new First Trust Senior Loan Fund ETF positions in Q2 2021 and 18 closed out, a net change of +24 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q2 2021 was Morgan Stanley, an estimated $94.7M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q2 2021 was Jane Street, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2021.