First Trust Senior Loan Fund ETF
FTSL
62 hedge funds and large institutions have $164M invested in First Trust Senior Loan Fund ETF in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 7 reducing their positions, and 2 closing their positions.
443% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 7
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
14% more capital invested
Capital invested by funds: $143M → $164M (+$20.6M)
13% more funds holding
Funds holding: 55 → 62 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$14.6M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$8.63M |
| 3 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
+$2.78M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.12M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$1.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$17.6M |
| 2 |
JG
Jefferies Group
New York
|
-$1.1M |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$218K |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$158K |
| 5 |
AA
Alesco Advisors
Pittsford,
New York
|
-$59.3K |
FTSL Hedge Fund Activity: Q2 2015 in Review
62 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q2 2015, worth a combined $164M — up 14% from $143M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FTSL positions and 2 closed out — a net gain of 7 holders — while 38 added to existing stakes and 7 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $14.6M. The largest seller was First Trust Advisors, cutting an estimated $17.6M.
- 62 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q2 2015, up from 55 in Q1 2015.
- Funds reported $164M of First Trust Senior Loan Fund ETF stock for Q2 2015, up 14% quarter-over-quarter.
- 9 funds opened new First Trust Senior Loan Fund ETF positions in Q2 2015 and 2 closed out, a net change of +7 holders.
- The largest First Trust Senior Loan Fund ETF buyer in Q2 2015 was Morgan Stanley, an estimated $14.6M added.
- The largest First Trust Senior Loan Fund ETF seller in Q2 2015 was First Trust Advisors, an estimated $17.6M sold.
Based on aggregated 13F filings for Q2 2015.