First Trust Senior Loan Fund ETF
FTSL
96 hedge funds and large institutions have $469M invested in First Trust Senior Loan Fund ETF in 2016 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 10 reducing their positions, and 9 closing their positions.
430% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 10
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
167% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 9
57.27% more ownership
Funds ownership: 0% → 57.27% (+57%)
53% more capital invested
Capital invested by funds: $307M → $469M (+$162M)
17% more funds holding
Funds holding: 82 → 96 (+14)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$47.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$18.9M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$10.4M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$9.16M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$8.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAS
Madden Advisory Services
Jacksonville,
Florida
|
-$1.58M |
| 2 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
-$1.21M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$598K |
| 4 |
CWM
Concert Wealth Management
San Jose,
California
|
-$476K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$425K |
FTSL Hedge Fund Activity: Q4 2016 in Review
96 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q4 2016, worth a combined $469M — up 53% from $307M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new FTSL positions and 9 closed out — a net gain of 15 holders — while 53 added to existing stakes and 10 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $47.4M. The largest seller was Madden Advisory Services, exiting entirely with an estimated $1.58M sold.
- 96 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q4 2016, up from 82 in Q3 2016.
- Funds reported $469M of First Trust Senior Loan Fund ETF stock for Q4 2016, up 53% quarter-over-quarter.
- 24 funds opened new First Trust Senior Loan Fund ETF positions in Q4 2016 and 9 closed out, a net change of +15 holders.
- The largest First Trust Senior Loan Fund ETF buyer in Q4 2016 was Morgan Stanley, an estimated $47.4M added.
- The largest First Trust Senior Loan Fund ETF seller in Q4 2016 was Madden Advisory Services, an estimated $1.58M sold.
Based on aggregated 13F filings for Q4 2016.