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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
LAS
251
Lloyd Advisory Services
Georgia
$2K
F
252
F3Logic
Minnesota
$1.14K +$1.14K +19 New
Millennium Management
253
Millennium Management
New York
$510 -$2.04M -34,002 -80%
FCA
254
FinTrust Capital Advisors
South Carolina
$421 +$99.4K +1,655 +31%
TI
255
tru Independence
Oregon
-$1.46K -55,728 Closed
MAFM
256
Mid Atlantic Financial Management
Pennsylvania
-$1.9M -31,605 Closed
BCP
257
Blackhawk Capital Partners
Wisconsin
-$1.65M -27,994 Closed
HAS
258
HBW Advisory Services
California
-$1.38M -22,970 Closed
GCMG
259
Gyroscope Capital Management Group
Florida
-$708K -11,801 Closed
DY
260
Dowling & Yahnke
California
-$580K -9,663 Closed
CRWM
261
Castle Rock Wealth Management
California
-$541K -9,010 Closed
MWM
262
Mattern Wealth Management
Kansas
-$393K -6,557 Closed
ZIM
263
Zacks Investment Management
Illinois
-$269K -4,485 Closed
RAM
264
Redmond Asset Management
Virginia
-$229K -3,825 Closed
OPS
265
Orion Portfolio Solutions
Nebraska
-$185K -3,082 Closed
EWP
266
Engrave Wealth Partners
Texas
-$183K -3,059 Closed
TRCT
267
Tower Research Capital (TRC)
New York
-$131K -2,178 Closed
AIC
268
Archer Investment Corporation
Indiana
-$69K -1,150 Closed
FA
269
Faithward Advisors
Pennsylvania
-$63K -1,050 Closed
KIG
270
Kessler Investment Group
Indiana
-$60K -1,000 Closed
CB
271
CNB Bank
Pennsylvania
-$53K -878 Closed
FHA
272
First Horizon Advisors
Tennessee
-$27K -465 Closed
EP
273
Eudaimonia Partners
Tennessee
-$25K -414 Closed
Fidelity Investments
274
Fidelity Investments
Massachusetts
-$6K -111 Closed
AWA
275
Arkadios Wealth Advisors
Georgia
-$308 -5 Closed

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.