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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
W
201
WealthOne
New York
$209K +$4.37K +91 +2%
AA
202
Advisory Alpha
Michigan
$207K +$207K +4,315 New
JCM
203
Jacobi Capital Management
Pennsylvania
$202K +$125K +2,603 +163%
AIC
204
Archer Investment Corporation
Indiana
$191K +$177K +3,698 +1,325%
LAS
205
Lloyd Advisory Services
Georgia
$189K +$9.6K +200 +5%
WP
206
WealthShield Partners
North Carolina
$186K +$122K +2,534 +190%
MIM
207
MTM Investment Management
South Carolina
$165K
GTAM
208
Global Trust Asset Management
Florida
$154K +$154K +3,205 New
SFPG
209
Stonebridge Financial Planning Group
Florida
$153K -$9.84K -205 -6%
APC
210
Aspire Private Capital
North Carolina
$151K -$358K -7,459 -70%
Citigroup
211
Citigroup
New York
$136K +$21.6K +450 +19%
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$124K
S
213
SignatureFD
Georgia
$91K +$91K +1,897 New
BHWM
214
Bay Harbor Wealth Management
Maryland
$83K -$88.1K -1,835 -52%
AWA
215
Arkadios Wealth Advisors
Georgia
$79K +$14.4K +300 +22%
SB
216
Strategic Blueprint
Georgia
$75K +$75.1K +1,566 New
FHA
217
First Horizon Advisors
Tennessee
$73K +$432 +9 +0.6%
HWA
218
HHM Wealth Advisors
Tennessee
$67K
PFGIA
219
Patriot Financial Group Insurance Agency
Massachusetts
$65K +$4.37K +91 +7%
BEI
220
Benjamin Edwards Inc
Missouri
$55K +$41.5K +864 +303%
GFPC
221
Global Financial Private Client
Florida
$54.5K
AAP
222
Arax Advisory Partners
Colorado
$53K +$53.4K +1,113 New
US Bancorp
223
US Bancorp
Minnesota
$52K
PMFA
224
Plante Moran Financial Advisors
Michigan
$50K
SFA
225
Semmax Financial Advisors
North Carolina
$45K

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.