First Trust Senior Loan Fund ETF
FTSL
123 hedge funds and large institutions have $747M invested in First Trust Senior Loan Fund ETF in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 35 reducing their positions, and 9 closing their positions.
67% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 9
66% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 35
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
4% more funds holding
Funds holding: 118 → 123 (+5)
1% more capital invested
Capital invested by funds: $738M → $747M (+$8.73M)
3.7% less ownership
Funds ownership: 61.74% → 58.04% (-3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.98M |
| 2 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$8.19M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$6.66M |
| 4 |
LA
LVW Advisors
Pittsford,
New York
|
+$5.21M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$8.99M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$7.92M |
| 3 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
-$7.4M |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$5.13M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$5.09M |
FTSL Hedge Fund Activity: Q2 2017 in Review
123 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q2 2017, worth a combined $747M — up 1.2% from $738M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FTSL positions and 9 closed out — a net gain of 6 holders — while 58 added to existing stakes and 35 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $8.98M. The largest seller was Goldman Sachs, exiting entirely with an estimated $8.99M sold.
- 123 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q2 2017, up from 118 in Q1 2017.
- Funds reported $747M of First Trust Senior Loan Fund ETF stock for Q2 2017, up 1.2% quarter-over-quarter.
- 15 funds opened new First Trust Senior Loan Fund ETF positions in Q2 2017 and 9 closed out, a net change of +6 holders.
- The largest First Trust Senior Loan Fund ETF buyer in Q2 2017 was Morgan Stanley, an estimated $8.98M added.
- The largest First Trust Senior Loan Fund ETF seller in Q2 2017 was Goldman Sachs, an estimated $8.99M sold.
Based on aggregated 13F filings for Q2 2017.