First Trust Senior Loan Fund ETF
FTSL
312 hedge funds and large institutions have $1.71B invested in First Trust Senior Loan Fund ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 111 increasing their positions, 148 reducing their positions, and 45 closing their positions.
0.4% less ownership
Funds ownership: 70.49% → 70.09% (-0.4%)
6% less funds holding
Funds holding: 333 → 312 (-21)
11% less capital invested
Capital invested by funds: $1.92B → $1.71B (-$206M)
15% less funds holding in top 10
Funds holding in top 10: 27 → 23 (-4)
25% less repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 148
33% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
+$14.4M |
| 2 |
Renaissance Technologies
New York
|
+$8.13M |
| 3 |
Jane Street
New York
|
+$7.05M |
| 4 |
CWP
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
+$6.9M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$47.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$24.6M |
| 3 |
EWP
Engrave Wealth Partners
The Woodlands,
Texas
|
-$21M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$13.4M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$12.5M |
FTSL Hedge Fund Activity: Q1 2023 in Review
312 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q1 2023, worth a combined $1.71B — down 11% from $1.92B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of FTSL and 30 opened new positions — a net loss of 15 holders — while 148 trimmed existing stakes and 111 added.
The largest buyer was Wagner Wealth Management (South Carolina), adding an estimated $14.4M. The largest seller was Morgan Stanley, cutting an estimated $47.8M.
- 312 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q1 2023, down from 333 in Q4 2022.
- Funds reported $1.71B of First Trust Senior Loan Fund ETF stock for Q1 2023, down 11% quarter-over-quarter.
- 30 funds opened new First Trust Senior Loan Fund ETF positions in Q1 2023 and 45 closed out, a net change of -15 holders.
- The largest First Trust Senior Loan Fund ETF buyer in Q1 2023 was Wagner Wealth Management (South Carolina), an estimated $14.4M added.
- The largest First Trust Senior Loan Fund ETF seller in Q1 2023 was Morgan Stanley, an estimated $47.8M sold.
Based on aggregated 13F filings for Q1 2023.