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First Trust Enhanced Short Maturity ETF

321 hedge funds and large institutions have $3.77B invested in First Trust Enhanced Short Maturity ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 125 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 24

75% more funds holding in top 10

Funds holding in top 10: 1628 (+12)

43% more capital invested

Capital invested by funds: $2.64B → $3.77B (+$1.13B)

17% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 107

10% more funds holding

Funds holding: 292321 (+29)

9.42% more ownership

Funds ownership: 64.91%74.33% (+9.4%)

44% less call options, than puts

Call options by funds: $5K | Put options by funds: $9K

Holders
321
Holders Change
+29
Holders Change %
+9.93%
% of All Funds
5.41%
Holding in Top 10
28
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+75%
% of All Funds
0.47%
New
57
Increased
125
Reduced
107
Closed
24
Calls
$5K
Puts
$9K
Net Calls
-$4K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
326
Clear Creek Financial Management
Washington
-$994K -16,691 Closed
AFA
327
American Financial Advisors
Georgia
-$811K -13,615 Closed
MSAM
328
Moloney Securities Asset Management
Missouri
-$532K -8,931 Closed
LSA
329
Lion Street Advisors
Texas
-$455K -7,630 Closed
TSS
330
Two Sigma Securities
New York
-$423K -7,101 Closed
CF
331
Centaurus Financial
California
-$413K -6,932 Closed
CCB
332
Cutter & Co Brokerage
Missouri
-$407K -6,829 Closed
LSPW
333
Lake Street Private Wealth
Illinois
-$256K -4,297 Closed
FFG
334
Frisch Financial Group
New York
-$255K -4,291 Closed
PCIA
335
Prime Capital Investment Advisors
Kansas
-$220K -3,687 Closed
TC
336
TownSquare Capital
Utah
-$200K -3,368 Closed
PAG
337
Paladin Advisory Group
Iowa
-$26K -449 Closed
TRCT
338
Tower Research Capital (TRC)
New York
-$21K -345 Closed
AF
339
Advisornet Financial
Minnesota
-$5K -90 Closed
LWP
340
Laurel Wealth Planning
Minnesota
-$3K -53 Closed
Fidelity Investments
341
Fidelity Investments
Massachusetts
-$2.32K -39 -95%
CWA
342
Carolina Wealth Advisors
South Carolina
-$2K -37 Closed
LAS
343
Lloyd Advisory Services
Georgia
-$2K -34 Closed
HWA
344
HHM Wealth Advisors
Tennessee
+$238 +4 New

FTSM Hedge Fund Activity: Q2 2022 in Review

321 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q2 2022, worth a combined $3.77B — up 43% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new FTSM positions and 24 closed out — a net gain of 33 holders — while 125 added to existing stakes and 107 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $143M. The largest seller was Summit Financial Wealth Advisors, cutting an estimated $11.3M.

  • 321 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q2 2022, up from 292 in Q1 2022.
  • Funds reported $3.77B of First Trust Enhanced Short Maturity ETF stock for Q2 2022, up 43% quarter-over-quarter.
  • 57 funds opened new First Trust Enhanced Short Maturity ETF positions in Q2 2022 and 24 closed out, a net change of +33 holders.
  • The largest First Trust Enhanced Short Maturity ETF buyer in Q2 2022 was First Trust Advisors, an estimated $143M added.
  • The largest First Trust Enhanced Short Maturity ETF seller in Q2 2022 was Summit Financial Wealth Advisors, an estimated $11.3M sold.

Based on aggregated 13F filings for Q2 2022.