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First Trust Senior Loan Fund ETF

353 hedge funds and large institutions have $2.63B invested in First Trust Senior Loan Fund ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 143 increasing their positions, 104 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 25

77% more capital invested

Capital invested by funds: $1.48B → $2.63B (+$1.14B)

38% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 104

10% more funds holding

Funds holding: 321353 (+32)

4.88% more ownership

Funds ownership: 67.46%72.34% (+4.9%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
353
Holders Change
+32
Holders Change %
+9.97%
% of All Funds
4.65%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
63
Increased
143
Reduced
104
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RW
151
RVW Wealth
California
$1.16M +$626K +13,551 +117%
HCM
152
Hilton Capital Management
New York
$1.16M +$1.16M +25,070 New
HH
153
Hilltop Holdings
Texas
$1.13M +$273K +5,910 +32%
NW
154
NewEdge Wealth
Pennsylvania
$1.12M -$199K -4,304 -15%
IA
155
IFP Advisors
Florida
$1.1M +$647 +14 +0.1%
TWM
156
TCFG Wealth Management
California
$1.08M -$29.6K -640 -3%
GWM
157
Geneos Wealth Management
Colorado
$1.05M -$27.9K -604 -3%
BAWC
158
Boyce & Associates Wealth Consulting
Texas
$1.04M +$234K +5,060 +29%
CIAS
159
Capital Investment Advisory Services
North Carolina
$959K -$504K -10,912 -34%
Ameriprise
160
Ameriprise
Minnesota
$949K +$948K +20,514 New
SAM
161
Strive Asset Management
Ohio
$935K +$935K +20,225 New
EH
162
Equitable Holdings
New York
$929K +$177K +3,829 +24%
MC
163
Moors & Cabot
Massachusetts
$906K +$37.8K +817 +4%
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$903K -$481K -10,415 -35%
BFG
165
Beacon Financial Group
Texas
$902K -$2.87K -62 -0.3%
MLA
166
My Legacy Advisors
Oregon
$882K -$52.8K -1,143 -6%
Wealthfront Advisers
167
Wealthfront Advisers
California
$862K -$48.9K -1,058 -5%
QCIG
168
Quad-Cities Investment Group
Iowa
$856K -$139K -3,008 -14%
KFP
169
KMG Fiduciary Partners
Ohio
$854K +$92 +2 +0%
LSA
170
L & S Advisors
California
$851K -$21.2K -459 -2%
PCM
171
Presidio Capital Management
California
$817K +$511K +11,063 +168%
TI
172
TrueMark Investments
Illinois
$817K +$459K +9,936 +129%
FPGK
173
Financial Partners Group (Kansas)
Kansas
$811K +$46 +1 +0%
SG
174
StoneX Group
New York
$793K +$793K +17,155 New
AWM
175
Activest Wealth Management
Florida
$792K

FTSL Hedge Fund Activity: Q4 2024 in Review

353 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q4 2024, worth a combined $2.63B — up 77% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new FTSL positions and 25 closed out — a net gain of 38 holders — while 143 added to existing stakes and 104 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $29M. The largest seller was International Assets Investment Management, cutting an estimated $15.3M.

  • 353 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q4 2024, up from 321 in Q3 2024.
  • Funds reported $2.63B of First Trust Senior Loan Fund ETF stock for Q4 2024, up 77% quarter-over-quarter.
  • 63 funds opened new First Trust Senior Loan Fund ETF positions in Q4 2024 and 25 closed out, a net change of +38 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q4 2024 was Morgan Stanley, an estimated $29M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q4 2024 was International Assets Investment Management, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2024.