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First Trust Senior Loan Fund ETF

325 hedge funds and large institutions have $1.66B invested in First Trust Senior Loan Fund ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 115 increasing their positions, 131 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 17

10% more capital invested

Capital invested by funds: $1.51B → $1.66B (+$152M)

9% more funds holding

Funds holding: 299325 (+26)

3.04% more ownership

Funds ownership: 69.83%72.87% (+3%)

12% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 131

23% less funds holding in top 10

Funds holding in top 10: 2217 (-5)

Holders
325
Holders Change
+26
Holders Change %
+8.7%
% of All Funds
4.73%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.25%
New
45
Increased
115
Reduced
131
Closed
17
Calls
Puts
Net Calls
Net Calls Change

FTSL Hedge Fund Activity: Q4 2023 in Review

325 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q4 2023, worth a combined $1.66B — up 10% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new FTSL positions and 17 closed out — a net gain of 28 holders — while 115 added to existing stakes and 131 trimmed.

The largest buyer was Jane Street, adding an estimated $63.4M. The largest seller was Morgan Stanley, cutting an estimated $19.1M.

  • 325 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q4 2023, up from 299 in Q3 2023.
  • Funds reported $1.66B of First Trust Senior Loan Fund ETF stock for Q4 2023, up 10% quarter-over-quarter.
  • 45 funds opened new First Trust Senior Loan Fund ETF positions in Q4 2023 and 17 closed out, a net change of +28 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q4 2023 was Jane Street, an estimated $63.4M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q4 2023 was Morgan Stanley, an estimated $19.1M sold.

Based on aggregated 13F filings for Q4 2023.