First Trust Senior Loan Fund ETF
FTSL
308 hedge funds and large institutions have $2.23B invested in First Trust Senior Loan Fund ETF in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 158 increasing their positions, 61 reducing their positions, and 15 closing their positions.
333% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 15
159% more repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 61
19% more capital invested
Capital invested by funds: $1.88B → $2.23B (+$348M)
18% more funds holding
Funds holding: 261 → 308 (+47)
10% more funds holding in top 10
Funds holding in top 10: 20 → 22 (+2)
1.18% more ownership
Funds ownership: 70.8% → 71.98% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$46.7M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$42.9M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$31.8M |
| 4 |
LPL Financial
San Diego,
California
|
+$19M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$17.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
-$68.4M |
| 2 |
Barclays
London,
United Kingdom
|
-$10.7M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$9.48M |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$8.84M |
| 5 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
-$3.47M |
FTSL Hedge Fund Activity: Q4 2021 in Review
308 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q4 2021, worth a combined $2.23B — up 19% from $1.88B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new FTSL positions and 15 closed out — a net gain of 50 holders — while 158 added to existing stakes and 61 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $46.7M. The largest seller was State of Tennessee, Department of Treasury, cutting an estimated $68.4M.
- 308 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q4 2021, up from 261 in Q3 2021.
- Funds reported $2.23B of First Trust Senior Loan Fund ETF stock for Q4 2021, up 19% quarter-over-quarter.
- 65 funds opened new First Trust Senior Loan Fund ETF positions in Q4 2021 and 15 closed out, a net change of +50 holders.
- The largest First Trust Senior Loan Fund ETF buyer in Q4 2021 was Morgan Stanley, an estimated $46.7M added.
- The largest First Trust Senior Loan Fund ETF seller in Q4 2021 was State of Tennessee, Department of Treasury, an estimated $68.4M sold.
Based on aggregated 13F filings for Q4 2021.