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First Trust Senior Loan Fund ETF

353 hedge funds and large institutions have $2.63B invested in First Trust Senior Loan Fund ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 143 increasing their positions, 104 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 25

77% more capital invested

Capital invested by funds: $1.48B → $2.63B (+$1.14B)

38% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 104

10% more funds holding

Funds holding: 321353 (+32)

4.88% more ownership

Funds ownership: 67.46%72.34% (+4.9%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
353
Holders Change
+32
Holders Change %
+9.97%
% of All Funds
4.65%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
63
Increased
143
Reduced
104
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.02B +$665K +14,396 +186%
Morgan Stanley
2
Morgan Stanley
New York
$210M +$29M +626,812 +16%
LPL Financial
3
LPL Financial
California
$88.8M +$17.1M +369,005 +24%
Bank of America
4
Bank of America
North Carolina
$86.1M +$3.34M +72,249 +4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$73.3M -$5.96M -128,969 -8%
Wells Fargo
6
Wells Fargo
California
$69.6M +$6.86M +148,507 +11%
Raymond James Financial
7
Raymond James Financial
Florida
$66.9M +$66.9M +1,447,302 New
First Trust Advisors
8
First Trust Advisors
Illinois
$51.4M +$6.5M +140,722 +14%
OCM
9
One Capital Management
California
$47M +$900K +19,482 +2%
UBS Group
10
UBS Group
Switzerland
$41M -$4.64M -100,305 -10%
FAM
11
Flaharty Asset Management
Florida
$34.9M +$495K +10,700 +1%
WF
12
Welch & Forbes
Massachusetts
$29.3M +$488K +10,565 +2%
Osaic Holdings
13
Osaic Holdings
Arizona
$27.5M +$3.82M +82,701 +16%
Kovitz Investment Group Partners
14
Kovitz Investment Group Partners
Illinois
$27M +$70.1K +1,516 +0.3%
HTI
15
Hikari Tsushin Inc
Japan
$26.4M
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$26.3M -$11.1M -240,490 -30%
TPW
17
TL Private Wealth
Texas
$21.7M +$332K +7,189 +2%
Stifel Financial
18
Stifel Financial
Missouri
$20.2M +$286K +6,182 +1%
VCM
19
Virtue Capital Management
Tennessee
$19.8M -$290K -6,282 -1%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$17.5M +$2.02M +43,777 +13%
CWP
21
Cyndeo Wealth Partners
Florida
$17M +$169K +3,647 +1%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$15M -$724K -15,674 -5%
OPAM
23
Ocean Park Asset Management
California
$13.7M +$13.7M +296,600 New
Renaissance Technologies
24
Renaissance Technologies
New York
$12.8M +$1.71M +36,893 +15%
CICC
25
Capital Investment Counsel (Colorado)
Colorado
$12.7M +$6.18M +133,813 +95%

FTSL Hedge Fund Activity: Q4 2024 in Review

353 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Senior Loan Fund ETF (FTSL) for Q4 2024, worth a combined $2.63B — up 77% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new FTSL positions and 25 closed out — a net gain of 38 holders — while 143 added to existing stakes and 104 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $29M. The largest seller was International Assets Investment Management, cutting an estimated $15.3M.

  • 353 institutional investors held First Trust Senior Loan Fund ETF (FTSL) as of Q4 2024, up from 321 in Q3 2024.
  • Funds reported $2.63B of First Trust Senior Loan Fund ETF stock for Q4 2024, up 77% quarter-over-quarter.
  • 63 funds opened new First Trust Senior Loan Fund ETF positions in Q4 2024 and 25 closed out, a net change of +38 holders.
  • The largest First Trust Senior Loan Fund ETF buyer in Q4 2024 was Morgan Stanley, an estimated $29M added.
  • The largest First Trust Senior Loan Fund ETF seller in Q4 2024 was International Assets Investment Management, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2024.