First Trust Senior Loan Fund ETF
FTSL
328 hedge funds and large institutions have $2.5B invested in First Trust Senior Loan Fund ETF in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 136 increasing their positions, 128 reducing their positions, and 36 closing their positions.
11% more funds holding in top 10
Funds holding in top 10: 35 → 39 (+4)
6% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 128
0% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 36
0.09% less ownership
Funds ownership: 71.33% → 71.24% (-0.09%)
1% less funds holding
Funds holding: 332 → 328 (-4)
6% less capital invested
Capital invested by funds: $2.66B → $2.5B (-$165M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
+$93.6M |
| 2 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$32.9M |
| 3 |
BCP
Blue Chip Partners
Farmington Hills,
Michigan
|
+$26.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$20.7M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$60.5M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$29.5M |
| 3 |
Jane Street
New York
|
-$25.4M |
| 4 |
LPL Financial
San Diego,
California
|
-$19.8M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$12.3M |
FTSL Hedge Fund Activity: Q2 2022 in Review
328 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q2 2022, worth a combined $2.5B — down 6.2% from $2.66B a quarter earlier.
Fund positioning in FTSL was balanced in Q2 2022: 36 funds opened new positions, 36 closed out, 136 added to existing stakes and 128 trimmed.
The largest buyer was Virtue Capital Management, opening a new position worth an estimated $93.6M. The largest seller was Morgan Stanley, cutting an estimated $60.5M.
- 328 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q2 2022, down from 332 in Q1 2022.
- Funds reported $2.5B of First Trust Senior Loan Fund ETF stock for Q2 2022, down 6.2% quarter-over-quarter.
- 36 funds opened new First Trust Senior Loan Fund ETF positions in Q2 2022 and 36 closed out, a net change of 0 holders.
- The largest First Trust Senior Loan Fund ETF buyer in Q2 2022 was Virtue Capital Management, an estimated $93.6M added.
- The largest First Trust Senior Loan Fund ETF seller in Q2 2022 was Morgan Stanley, an estimated $60.5M sold.
Based on aggregated 13F filings for Q2 2022.