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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
IAIM
201
International Assets Investment Management
Florida
$873K +$123K +2,600 +16%
MSAM
202
Moloney Securities Asset Management
Missouri
$867K -$199K -4,196 -19%
Qube Research & Technologies (QRT)
203
Qube Research & Technologies (QRT)
United Kingdom
$862K -$3.8M -80,133 -81%
LFAS
204
Level Four Advisory Services
Texas
$854K -$19.2K -405 -2%
CF
205
Centaurus Financial
California
$822K -$26.1K -550 -3%
VAS
206
Vestmark Advisory Solutions
Massachusetts
$807K -$34.7K -731 -4%
FIA
207
Foundations Investment Advisors
Arizona
$798K +$799K +16,835 New
WIA
208
World Investment Advisors
California
$796K -$30.4K -641 -4%
PWM
209
Purus Wealth Management
California
$775K -$26.2K -552 -3%
AssetMark Inc
210
AssetMark Inc
California
$744K -$24.8K -522 -3%
RJT
211
Raymond James Trust
Florida
$734K +$330K +6,953 +80%
SFPG
212
Stonebridge Financial Planning Group
Florida
$732K +$121K +2,543 +20%
EH
213
Equitable Holdings
New York
$725K +$131K +2,763 +22%
CCG
214
Coastwise Capital Group
California
$718K +$724K +15,250 New
FPGK
215
Financial Partners Group (Kansas)
Kansas
$693K -$14.8K -311 -2%
PWMAG
216
Pinnacle Wealth Management Advisory Group
New Jersey
$669K +$211K +4,455 +46%
BCP
217
Blackhawk Capital Partners
Wisconsin
$661K -$2.78M -58,587 -81%
CWM
218
Congress Wealth Management
Massachusetts
$636K -$176K -3,709 -22%
PTP
219
Platform Technology Partners
New York
$628K -$8.31K -175 -1%
LIG
220
Lokken Investment Group
Delaware
$618K +$624K +13,140 New
CAM
221
Cozad Asset Management
Illinois
$608K +$949 +20 +0.2%
TSS
222
Two Sigma Securities
New York
$592K +$597K +12,579 New
TWM
223
Triton Wealth Management
Arizona
$591K
LNC
224
Lincoln National Corp
Pennsylvania
$589K +$594K +12,517 New
WA
225
Winfield Associates
Ohio
$586K +$47.5K +1,000 +9%

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.