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First Trust Enhanced Short Maturity ETF

292 hedge funds and large institutions have $2.64B invested in First Trust Enhanced Short Maturity ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 78 increasing their positions, 149 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

3% more funds holding

Funds holding: 284292 (+8)

2.62% more ownership

Funds ownership: 62.29%64.91% (+2.6%)

1% less capital invested

Capital invested by funds: $2.66B → $2.64B (-$20.7M)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

48% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 149

Holders
292
Holders Change
+8
Holders Change %
+2.82%
% of All Funds
4.61%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.25%
New
36
Increased
78
Reduced
149
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
M1FG
276
Mach-1 Financial Group
Arkansas
$14K -$716 -12 -5%
HI
277
Hoey Investments
Pennsylvania
$13K
Bank of Montreal
278
Bank of Montreal
Ontario, Canada
$7K -$27.7K -464 -80%
HIA
279
Harbor Investment Advisory
Maryland
$6K
AF
280
Advisornet Financial
Minnesota
$5K
SIS
281
Sound Income Strategies
Florida
$5K +$5.25K +88 New
OIA
282
Optimum Investment Advisors
Illinois
$5K +$5.43K +91 New
BA
283
Bellwether Advisors
Nebraska
$4K
JFA
284
JNBA Financial Advisors
Minnesota
$4K
CWA
285
Clearview Wealth Advisors
Oregon
$3K -$23.4K -392 -88%
LWP
286
Laurel Wealth Planning
Minnesota
$3K +$3.16K +53 New
FFC
287
Fure Financial Corporation
Minnesota
$2K
LAS
288
Lloyd Advisory Services
Georgia
$2K
S
289
SignatureFD
Georgia
$2K +$1.85K +31 New
CWA
290
Carolina Wealth Advisors
South Carolina
$2K +$2.21K +37 New
Fidelity Investments
291
Fidelity Investments
Massachusetts
$2K +$2.45K +41 New
FGAM
292
Financial Gravity Asset Management
Texas
$316 -$14.3K -240 -67%
AO
293
Advisor OS
Illinois
-$4.26M -71,227 Closed
GWM
294
Geneos Wealth Management
Colorado
-$4.05M -67,755 Closed
BNP Paribas Financial Markets
295
BNP Paribas Financial Markets
France
-$2.14M -35,725 Closed
SG Americas Securities
296
SG Americas Securities
New York
-$1.97M -33,000 Closed
SFS
297
Sowell Financial Services
Arkansas
-$1.75M -29,329 Closed
GWA
298
GGM Wealth Advisors
Maryland
-$1.25M -20,832 Closed
PGWM
299
Pitti Group Wealth Management
New York
-$725K -12,131 Closed
AWM
300
Aries Wealth Management
Maine
-$634K -10,600 Closed

FTSM Hedge Fund Activity: Q1 2022 in Review

292 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q1 2022, worth a combined $2.64B — down 0.78% from $2.66B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new FTSM positions and 23 closed out — a net gain of 13 holders — while 78 added to existing stakes and 149 trimmed.

The largest buyer was LPL Financial, adding an estimated $27M. The largest seller was Jane Street, cutting an estimated $42.2M.

  • 292 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q1 2022, up from 284 in Q4 2021.
  • Funds reported $2.64B of First Trust Enhanced Short Maturity ETF stock for Q1 2022, down 0.78% quarter-over-quarter.
  • 36 funds opened new First Trust Enhanced Short Maturity ETF positions in Q1 2022 and 23 closed out, a net change of +13 holders.
  • The largest First Trust Enhanced Short Maturity ETF buyer in Q1 2022 was LPL Financial, an estimated $27M added.
  • The largest First Trust Enhanced Short Maturity ETF seller in Q1 2022 was Jane Street, an estimated $42.2M sold.

Based on aggregated 13F filings for Q1 2022.