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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
F4L
176
Fortune 45 LLC
Louisiana
$1.28M +$685K +14,420 +112%
BCM
177
Breiter Capital Management
Florida
$1.28M +$626K +13,195 +94%
OMC
178
Old Mission Capital
Illinois
$1.23M +$1.24M +26,181 New
MC
179
Moors & Cabot
Massachusetts
$1.21M +$770K +16,226 +170%
CAL
180
Capital Analysts LLC
Pennsylvania
$1.19M +$497K +10,459 +71%
AWA
181
Alta Wealth Advisors
Massachusetts
$1.18M +$1.19M +25,016 New
WIP
182
WealthCare Investment Partners
Rhode Island
$1.18M +$541K +11,386 +85%
CCM
183
Chiron Capital Management
Florida
$1.16M +$76.1K +1,604 +7%
RW
184
RVW Wealth
California
$1.15M
MA
185
Mutual Advisors
Nebraska
$1.14M +$365K +7,695 +46%
HIS
186
Harvest Investment Services
Illinois
$1.14M +$51.4K +1,083 +5%
MIFH
187
Migdal Insurance & Financial Holdings
Israel
$1.08M +$120K +2,522 +12%
CA
188
Continuum Advisory
Idaho
$1.06M +$494K +10,415 +86%
PWM
189
PRW Wealth Management
Massachusetts
$1.05M +$1.06M +22,300 New
VWA
190
V Wealth Advisors
Kansas
$1.03M +$635K +13,386 +157%
SWM
191
Spire Wealth Management
Virginia
$1M -$666K -14,030 -40%
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$995K +$852K +17,938 +563%
BFA
193
Brendel Financial Advisors
New Hampshire
$993K +$1M +21,100 New
P
194
&Partners
Tennessee
$991K -$532K -11,210 -35%
SWA
195
Stratos Wealth Advisors
Ohio
$942K +$64.4K +1,357 +7%
RG
196
Retirement Group
California
$941K -$62.4K -1,315 -6%
BRWM
197
B. Riley Wealth Management
Tennessee
$903K +$351K +7,387 +63%
DAS
198
Dynamic Advisor Solutions
Arizona
$903K +$424K +8,924 +87%
ACM
199
Anfield Capital Management
California
$896K +$904K +19,041 New
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$886K -$114K -2,401 -11%

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.