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First Trust Enhanced Short Maturity ETF

253 hedge funds and large institutions have $3.21B invested in First Trust Enhanced Short Maturity ETF in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 127 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 76

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

2% more funds holding

Funds holding: 247253 (+6)

4% more capital invested

Capital invested by funds: $3.08B → $3.21B (+$123M)

0.14% more ownership

Funds ownership: 62.31%62.45% (+0.14%)

Holders
253
Holders Change
+6
Holders Change %
+2.43%
% of All Funds
5.1%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.52%
New
27
Increased
127
Reduced
76
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
226
M&R Capital Management
New Jersey
$128K -$3.3K -55 -3%
CSPIA
227
Cary Street Partners Investment Advisory
Virginia
$127K +$127K +2,118 New
TPWA
228
TRUE Private Wealth Advisors
Oregon
$105K
APWM
229
Atlas Private Wealth Management
New York
$96K -$33K -550 -26%
BWL
230
Bogart Wealth LLC
Virginia
$86K
PNC Financial Services Group
231
PNC Financial Services Group
Pennsylvania
$76K -$367K -6,115 -83%
CFD
232
Creative Financial Designs
Indiana
$66K +$601 +10 +0.9%
FFA
233
Founders Financial Alliance
North Carolina
$51K +$51.7K +860 New
GEA
234
Glen Eagle Advisors
New Jersey
$46.5K
CAPTRUST Financial Advisors
235
CAPTRUST Financial Advisors
North Carolina
$36K
SIS
236
Sound Income Strategies
Florida
$32K +$60 +1 +0.2%
IF
237
Ironwood Financial
Arizona
$29K +$28.5K +475 New
S
238
SignatureFD
Georgia
$23K +$22.5K +375 New
BEI
239
Benjamin Edwards Inc
Missouri
$22K +$16.8K +279 +317%
AF
240
Allworth Financial
California
$21K
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$21K
LWM
242
Liberty Wealth Management
California
$17K +$16.5K +275 New
FHA
243
Flagship Harbor Advisors
Massachusetts
$15K +$11.7K +194 +346%
WCG
244
Weaver Consulting Group
California
$14K
RCA
245
Ranch Capital Advisors
Florida
$12K
CFA
246
Carroll Financial Associates
North Carolina
$7K
HIA
247
Harbor Investment Advisory
Maryland
$6K
Bank of Montreal
248
Bank of Montreal
Ontario, Canada
$5K
JFA
249
JNBA Financial Advisors
Minnesota
$3K
AF
250
Advisornet Financial
Minnesota
$2K

FTSM Hedge Fund Activity: Q3 2020 in Review

253 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q3 2020, worth a combined $3.21B — up 4% from $3.08B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FTSM positions and 21 closed out — a net gain of 6 holders — while 127 added to existing stakes and 76 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $44.6M. The largest seller was Jane Street, cutting an estimated $143M.

  • 253 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q3 2020, up from 247 in Q2 2020.
  • Funds reported $3.21B of First Trust Enhanced Short Maturity ETF stock for Q3 2020, up 4% quarter-over-quarter.
  • 27 funds opened new First Trust Enhanced Short Maturity ETF positions in Q3 2020 and 21 closed out, a net change of +6 holders.
  • The largest First Trust Enhanced Short Maturity ETF buyer in Q3 2020 was Morgan Stanley, an estimated $44.6M added.
  • The largest First Trust Enhanced Short Maturity ETF seller in Q3 2020 was Jane Street, an estimated $143M sold.

Based on aggregated 13F filings for Q3 2020.