First Trust Senior Loan Fund ETF
FTSL
163 hedge funds and large institutions have $1.08B invested in First Trust Senior Loan Fund ETF in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 77 increasing their positions, 36 reducing their positions, and 18 closing their positions.
114% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 36
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
28% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 18
22% more capital invested
Capital invested by funds: $883M → $1.08B (+$195M)
3% more funds holding
Funds holding: 158 → 163 (+5)
1.67% more ownership
Funds ownership: 57% → 58.68% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$37.1M |
| 2 |
AIM
Astor Investment Management
Chicago,
Illinois
|
+$26.6M |
| 3 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
+$26.4M |
| 4 |
Jane Street
New York
|
+$11.2M |
| 5 |
LI
LVZ Inc
Holland,
Michigan
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$15.8M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
-$5.11M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.76M |
| 4 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$2.56M |
| 5 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$2M |
FTSL Hedge Fund Activity: Q3 2018 in Review
163 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q3 2018, worth a combined $1.08B — up 22% from $883M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new FTSL positions and 18 closed out — a net gain of 5 holders — while 77 added to existing stakes and 36 trimmed.
The largest buyer was Wells Fargo, adding an estimated $37.1M. The largest seller was Horizon Investments, exiting entirely with an estimated $15.8M sold.
- 163 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q3 2018, up from 158 in Q2 2018.
- Funds reported $1.08B of First Trust Senior Loan Fund ETF stock for Q3 2018, up 22% quarter-over-quarter.
- 23 funds opened new First Trust Senior Loan Fund ETF positions in Q3 2018 and 18 closed out, a net change of +5 holders.
- The largest First Trust Senior Loan Fund ETF buyer in Q3 2018 was Wells Fargo, an estimated $37.1M added.
- The largest First Trust Senior Loan Fund ETF seller in Q3 2018 was Horizon Investments, an estimated $15.8M sold.
Based on aggregated 13F filings for Q3 2018.