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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
IWM
151
Iams Wealth Management
Nebraska
$953K +$961K +20,850 New
BFG
152
Beacon Financial Group
Texas
$953K -$24.5K -531 -2%
CICC
153
Capital Investment Counsel (Colorado)
Colorado
$926K -$33.8K -733 -3%
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$908K -$24.6K -533 -3%
CF
155
Clarity Financial
Texas
$896K
AssetMark Inc
156
AssetMark Inc
California
$891K +$171K +3,714 +24%
GWM
157
Geneos Wealth Management
Colorado
$884K -$96.8K -2,099 -10%
LSA
158
L & S Advisors
California
$862K -$14.2K -309 -2%
KFP
159
KMG Fiduciary Partners
Ohio
$844K +$1.98K +43 +0.2%
SWP
160
ShoreHaven Wealth Partners
New Jersey
$835K +$842K +18,258 New
WWM
161
Western Wealth Management
Colorado
$831K +$12K +261 +1%
MC
162
Moors & Cabot
Massachusetts
$823K -$19.5K -422 -2%
SPC
163
Sigma Planning Corp
Michigan
$818K +$52.7K +1,144 +7%
FPGK
164
Financial Partners Group (Kansas)
Kansas
$801K -$35.8K -776 -4%
GPW
165
Gentry Private Wealth
Kansas
$795K +$802K +17,394 New
AI
166
Atria Investments
North Carolina
$784K -$516K -11,189 -39%
AWM
167
Activest Wealth Management
Florida
$783K +$789K +17,121 New
AAMC
168
Asset Allocation & Management Company
Illinois
$777K
SWM
169
Spire Wealth Management
Virginia
$776K +$605K +13,124 +340%
MWM
170
Mattern Wealth Management
Kansas
$766K -$529K -11,466 -41%
BAWC
171
Boyce & Associates Wealth Consulting
Texas
$751K +$433K +9,397 +134%
KPWS
172
Kestra Private Wealth Services
Texas
$750K +$16.3K +354 +2%
EH
173
Equitable Holdings
New York
$738K +$10.4K +226 +1%
JIP
174
Jaffetilchin Investment Partners
Florida
$713K -$16.8K -364 -2%
GS
175
GTS Securities
New York
$713K +$719K +15,592 New

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.