First Trust Senior Loan Fund ETF
FTSL
195 hedge funds and large institutions have $779M invested in First Trust Senior Loan Fund ETF in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 82 increasing their positions, 55 reducing their positions, and 17 closing their positions.
112% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 17
49% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 55
17% more capital invested
Capital invested by funds: $664M → $779M (+$115M)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
10% more funds holding
Funds holding: 178 → 195 (+17)
8.04% more ownership
Funds ownership: 50.67% → 58.71% (+8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$20.5M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$15M |
| 3 |
AO
Advisor OS
Chicago,
Illinois
|
+$12.4M |
| 4 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$7.88M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$4.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$9.85M |
| 2 |
BFA
Brendel Financial Advisors
Hanover,
New Hampshire
|
-$3.35M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$3.1M |
| 4 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$3.06M |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
-$2.71M |
FTSL Hedge Fund Activity: Q4 2020 in Review
195 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q4 2020, worth a combined $779M — up 17% from $664M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new FTSL positions and 17 closed out — a net gain of 19 holders — while 82 added to existing stakes and 55 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $20.5M. The largest seller was Jane Street, cutting an estimated $9.85M.
- 195 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q4 2020, up from 178 in Q3 2020.
- Funds reported $779M of First Trust Senior Loan Fund ETF stock for Q4 2020, up 17% quarter-over-quarter.
- 36 funds opened new First Trust Senior Loan Fund ETF positions in Q4 2020 and 17 closed out, a net change of +19 holders.
- The largest First Trust Senior Loan Fund ETF buyer in Q4 2020 was Morgan Stanley, an estimated $20.5M added.
- The largest First Trust Senior Loan Fund ETF seller in Q4 2020 was Jane Street, an estimated $9.85M sold.
Based on aggregated 13F filings for Q4 2020.