First Trust Enhanced Short Maturity ETF
FTSM
210 hedge funds and large institutions have $2.91B invested in First Trust Enhanced Short Maturity ETF in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 91 increasing their positions, 58 reducing their positions, and 23 closing their positions.
83% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 23
57% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 58
9% more funds holding
Funds holding: 192 → 210 (+18)
8% more capital invested
Capital invested by funds: $2.7B → $2.91B (+$204M)
4% more funds holding in top 10
Funds holding in top 10: 26 → 27 (+1)
0.98% less ownership
Funds ownership: 68.85% → 67.87% (-0.98%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$87.3M |
| 2 |
PA
Planning Alternatives
Birmingham,
Michigan
|
+$67.2M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$19.2M |
| 4 |
LPL Financial
San Diego,
California
|
+$15.9M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$13.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$37.5M |
| 2 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$28.8M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$16.7M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$15M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$14.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MOS
226
MGO One Seven
Beachwood,
Ohio
| – | -$29K | -496 | Closed |
|
|
OIA
227
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$25K | -411 | Closed |
|
|
CAL
228
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$20K | -332 | Closed |
|
|
PCIA
229
Prime Capital Investment Advisors
Overland Park,
Kansas
| – | -$16K | -262 | Closed |
|
|
WTC
230
WhitTier Trust Company
Reno,
Nevada
| – | -$15K | -256 | Closed |
|
|
DWM
231
Doyle Wealth Management
St. Petersburg,
Florida
| – | -$12K | -195 | Closed |
|
|
ASN
232
Advisory Services Network
Atlanta,
Georgia
| – | -$8K | -134 | Closed |
|
233
Fidelity Investments
Boston,
Massachusetts
| – | +$60 | +1 | +100% |
|
FTSM Hedge Fund Activity: Q1 2019 in Review
210 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q1 2019, worth a combined $2.91B — up 7.6% from $2.7B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new FTSM positions and 23 closed out — a net gain of 19 holders — while 91 added to existing stakes and 58 trimmed.
The largest buyer was First Trust Advisors, opening a new position worth an estimated $87.3M. The largest seller was Flow Traders U.S., cutting an estimated $37.5M.
- 210 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q1 2019, up from 192 in Q4 2018.
- Funds reported $2.91B of First Trust Enhanced Short Maturity ETF stock for Q1 2019, up 7.6% quarter-over-quarter.
- 42 funds opened new First Trust Enhanced Short Maturity ETF positions in Q1 2019 and 23 closed out, a net change of +19 holders.
- The largest First Trust Enhanced Short Maturity ETF buyer in Q1 2019 was First Trust Advisors, an estimated $87.3M added.
- The largest First Trust Enhanced Short Maturity ETF seller in Q1 2019 was Flow Traders U.S., an estimated $37.5M sold.
Based on aggregated 13F filings for Q1 2019.