First Trust Senior Loan Fund ETF
FTSL
299 hedge funds and large institutions have $1.54B invested in First Trust Senior Loan Fund ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 108 increasing their positions, 141 reducing their positions, and 28 closing their positions.
0.75% less ownership
Funds ownership: 70.04% → 69.29% (-0.75%)
4% less funds holding
Funds holding: 311 → 299 (-12)
10% less capital invested
Capital invested by funds: $1.7B → $1.54B (-$166M)
23% less repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 141
30% less funds holding in top 10
Funds holding in top 10: 23 → 16 (-7)
36% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$26.6M |
| 2 |
OCM
One Capital Management
Westlake Village,
California
|
+$8.99M |
| 3 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
+$8.54M |
| 4 |
AAMC
Asset Allocation & Management Company
Chicago,
Illinois
|
+$6.43M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$4.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$48.3M |
| 2 |
Morgan Stanley
New York
|
-$36.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$26.7M |
| 4 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$26.1M |
| 5 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$16.9M |
FTSL Hedge Fund Activity: Q2 2023 in Review
299 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q2 2023, worth a combined $1.54B — down 9.7% from $1.7B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of FTSL and 18 opened new positions — a net loss of 10 holders — while 141 trimmed existing stakes and 108 added.
The largest buyer was Jane Street, adding an estimated $26.6M. The largest seller was Royal Bank of Canada, cutting an estimated $48.3M.
- 299 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q2 2023, down from 311 in Q1 2023.
- Funds reported $1.54B of First Trust Senior Loan Fund ETF stock for Q2 2023, down 9.7% quarter-over-quarter.
- 18 funds opened new First Trust Senior Loan Fund ETF positions in Q2 2023 and 28 closed out, a net change of -10 holders.
- The largest First Trust Senior Loan Fund ETF buyer in Q2 2023 was Jane Street, an estimated $26.6M added.
- The largest First Trust Senior Loan Fund ETF seller in Q2 2023 was Royal Bank of Canada, an estimated $48.3M sold.
Based on aggregated 13F filings for Q2 2023.