First Trust Enhanced Short Maturity ETF
FTSM
218 hedge funds and large institutions have $3.19B invested in First Trust Enhanced Short Maturity ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 105 increasing their positions, 65 reducing their positions, and 17 closing their positions.
62% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 65
47% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 17
8% more capital invested
Capital invested by funds: $2.97B → $3.19B (+$227M)
4% more funds holding in top 10
Funds holding in top 10: 24 → 25 (+1)
3% more funds holding
Funds holding: 211 → 218 (+7)
0.12% more ownership
Funds ownership: 65.43% → 65.55% (+0.12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$57.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$33.5M |
| 3 |
HIS
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
+$32.5M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$27.9M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$65M |
| 2 |
MAP
Milestone Advisory Partners
Southern Pines,
North Carolina
|
-$19.7M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$8.37M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$6.01M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$4.57M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MMM
226
Mendel Money Management
Northbrook,
Illinois
| – | -$217K | -3,618 | Closed |
|
|
ATPW
227
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| – | -$213K | -3,553 | Closed |
|
|
TPWA
228
TRUE Private Wealth Advisors
Salem,
Oregon
| – | -$105K | -1,751 | Closed |
|
|
CAL
229
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$75K | -1,252 | Closed |
|
|
RCAG
230
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$65.1K | -1,083 | Closed |
|
|
CFA
231
Camarda Financial Advisors
Fleming Island,
Florida
| – | -$35K | -578 | Closed |
|
|
DWM
232
Doyle Wealth Management
St. Petersburg,
Florida
| – | -$12K | -195 | Closed |
|
|
BCMIO
233
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| – | -$4K | -72 | Closed |
|
|
PMFA
234
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$3K | -46 | Closed |
|
235
Fidelity Investments
Boston,
Massachusetts
| – | +$60 | +1 | New |
|
|
CC
236
Cypress Capital
Franklin,
Tennessee
| – | +$301K | +5,000 | +47% |
|
FTSM Hedge Fund Activity: Q3 2019 in Review
218 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q3 2019, worth a combined $3.19B — up 7.6% from $2.97B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new FTSM positions and 17 closed out — a net gain of 8 holders — while 105 added to existing stakes and 65 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $57.9M. The largest seller was Bank of America, cutting an estimated $65M.
- 218 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q3 2019, up from 211 in Q2 2019.
- Funds reported $3.19B of First Trust Enhanced Short Maturity ETF stock for Q3 2019, up 7.6% quarter-over-quarter.
- 25 funds opened new First Trust Enhanced Short Maturity ETF positions in Q3 2019 and 17 closed out, a net change of +8 holders.
- The largest First Trust Enhanced Short Maturity ETF buyer in Q3 2019 was Morgan Stanley, an estimated $57.9M added.
- The largest First Trust Enhanced Short Maturity ETF seller in Q3 2019 was Bank of America, an estimated $65M sold.
Based on aggregated 13F filings for Q3 2019.