First Trust Senior Loan Fund ETF
FTSL
311 hedge funds and large institutions have $1.7B 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, 147 reducing their positions, and 46 closing their positions.
0.45% less ownership
Funds ownership: 70.49% → 70.04% (-0.45%)
7% less funds holding
Funds holding: 333 → 311 (-22)
15% less funds holding in top 10
Funds holding in top 10: 27 → 23 (-4)
24% less repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 147
35% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 46
57% less capital invested
Capital invested by funds: $3.95B → $1.7B (-$2.24B)
Top Buyers
| 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
| 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
311 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q1 2023, worth a combined $1.7B — down 57% from $3.95B a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of FTSL and 30 opened new positions — a net loss of 16 holders — while 147 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.
- 311 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q1 2023, down from 333 in Q4 2022.
- Funds reported $1.7B of First Trust Senior Loan Fund ETF stock for Q1 2023, down 57% quarter-over-quarter.
- 30 funds opened new First Trust Senior Loan Fund ETF positions in Q1 2023 and 46 closed out, a net change of -16 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.