First Trust Enhanced Short Maturity ETF
FTSM
262 hedge funds and large institutions have $2.69B invested in First Trust Enhanced Short Maturity ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 96 increasing their positions, 114 reducing their positions, and 24 closing their positions.
8% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 24
0.21% more ownership
Funds ownership: 61.31% → 61.52% (+0.21%)
1% less funds holding
Funds holding: 264 → 262 (-2)
2% less capital invested
Capital invested by funds: $2.74B → $2.69B (-$43.7M)
6% less funds holding in top 10
Funds holding in top 10: 18 → 17 (-1)
16% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 114
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$56.5M |
| 2 |
IPW
IronBridge Private Wealth
Austin,
Texas
|
+$20.2M |
| 3 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
+$8.81M |
| 4 |
LPL Financial
San Diego,
California
|
+$7.05M |
| 5 |
PBF
Petix & Botte Financial
La Mesa,
California
|
+$5.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$18.7M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$18.4M |
| 3 |
CCP
Cassia Capital Partners
Winston Salem,
North Carolina
|
-$17.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$17.1M |
| 5 |
Renaissance Technologies
New York
|
-$11.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ATPW
276
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| – | -$242K | -4,039 | Closed |
|
|
OIA
277
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$229K | -3,818 | Closed |
|
|
PG
278
Patten Group
Chattanooga,
Tennessee
| – | -$221K | -3,695 | Closed |
|
|
PWM
279
PRW Wealth Management
Quincy,
Massachusetts
| – | -$221K | -3,695 | Closed |
|
|
WIA
280
Wealthstreet Investment Advisors
Dallas,
Texas
| – | -$221K | -3,687 | Closed |
|
|
FA
281
Faithward Advisors
Lancaster,
Pennsylvania
| – | -$63K | -1,050 | Closed |
|
|
TI
282
tru Independence
Portland,
Oregon
| – | -$50K | -834 | Closed |
|
|
BU
283
BBVA USA
Birmingham,
Alabama
| – | -$24K | -400 | Closed |
|
|
M1FG
284
Mach-1 Financial Group
Rogers,
Arkansas
| – | -$15K | -266 | Closed |
|
285
Fidelity Investments
Boston,
Massachusetts
| – | -$5K | -94 | Closed |
|
|
PMFA
286
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$4K | -59 | Closed |
|
|
FCAS
287
First Command Advisory Services
Fort Worth,
Texas
| – | +$9.35K | +156 | New |
|
FTSM Hedge Fund Activity: Q3 2021 in Review
262 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q3 2021, worth a combined $2.69B — down 1.6% from $2.74B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new FTSM positions and 24 closed out — a net gain of 2 holders — while 96 added to existing stakes and 114 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $56.5M. The largest seller was Citadel Advisors, exiting entirely with an estimated $18.7M sold.
- 262 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q3 2021, down from 264 in Q2 2021.
- Funds reported $2.69B of First Trust Enhanced Short Maturity ETF stock for Q3 2021, down 1.6% quarter-over-quarter.
- 26 funds opened new First Trust Enhanced Short Maturity ETF positions in Q3 2021 and 24 closed out, a net change of +2 holders.
- The largest First Trust Enhanced Short Maturity ETF buyer in Q3 2021 was Morgan Stanley, an estimated $56.5M added.
- The largest First Trust Enhanced Short Maturity ETF seller in Q3 2021 was Citadel Advisors, an estimated $18.7M sold.
Based on aggregated 13F filings for Q3 2021.