First Trust Senior Loan Fund ETF
FTSL
205 hedge funds and large institutions have $983M invested in First Trust Senior Loan Fund ETF in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 79 increasing their positions, 57 reducing their positions, and 11 closing their positions.
355% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 11
39% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 57
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
18% more funds holding
Funds holding: 174 → 205 (+31)
13% more capital invested
Capital invested by funds: $870M → $983M (+$113M)
4.22% more ownership
Funds ownership: 54.12% → 58.34% (+4.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$23.6M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$10.8M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$8.36M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$7M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$6.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFA
American Financial Advisors
Marietta,
Georgia
|
-$18M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$7.51M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$6.9M |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$3.21M |
| 5 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$2.86M |
FTSL Hedge Fund Activity: Q4 2019 in Review
205 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q4 2019, worth a combined $983M — up 13% from $870M a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new FTSL positions and 11 closed out — a net gain of 39 holders — while 79 added to existing stakes and 57 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $23.6M. The largest seller was American Financial Advisors, cutting an estimated $18M.
- 205 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q4 2019, up from 174 in Q3 2019.
- Funds reported $983M of First Trust Senior Loan Fund ETF stock for Q4 2019, up 13% quarter-over-quarter.
- 50 funds opened new First Trust Senior Loan Fund ETF positions in Q4 2019 and 11 closed out, a net change of +39 holders.
- The largest First Trust Senior Loan Fund ETF buyer in Q4 2019 was Morgan Stanley, an estimated $23.6M added.
- The largest First Trust Senior Loan Fund ETF seller in Q4 2019 was American Financial Advisors, an estimated $18M sold.
Based on aggregated 13F filings for Q4 2019.