We are live on ! Find out more
FTSM icon

First Trust Enhanced Short Maturity ETF

417 hedge funds and large institutions have $4.8B invested in First Trust Enhanced Short Maturity ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 156 increasing their positions, 188 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $4.92B → $4.8B (-$116M)

1.49% less ownership

Funds ownership: 77.25%75.76% (-1.5%)

3% less funds holding

Funds holding: 428417 (-11)

13% less funds holding in top 10

Funds holding in top 10: 3833 (-5)

16% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 37

17% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 188

Holders
417
Holders Change
-11
Holders Change %
-2.57%
% of All Funds
5.49%
Holding in Top 10
33
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.16%
% of All Funds
0.43%
New
31
Increased
156
Reduced
188
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
401
Hantz Financial Services
Michigan
$12K +$12.5K +208 New
HIA
402
Harbor Investment Advisory
Maryland
$8.68K
TFA
403
Toth Financial Advisory
Virginia
$8.44K +$8.45K +141 New
PA
404
Parallel Advisors
California
$8.26K
BA
405
Bellwether Advisors
Nebraska
$4.25K
DF
406
Dunhill Financial
United Kingdom
$4.08K -$17.7K -296 -81%
GI
407
GAMMA Investing
California
$3.95K
JFA
408
JNBA Financial Advisors
Minnesota
$3.81K +$60 +1 +2%
TRCT
409
Tower Research Capital (TRC)
New York
$3.65K -$92.1K -1,538 -96%
BIG
410
Brooklyn Investment Group
New York
$2.87K +$2.88K +48 New
1NWS
411
1 North Wealth Services
Maryland
$2.21K
HBW
412
Hazlett, Burt & Watson
West Virginia
$2K +$60 +1 +4%
AF
413
Advisornet Financial
Minnesota
$1.62K
CA
414
Clearstead Advisors
Ohio
$1.51K
CFP
415
Comprehensive Financial Planning
Pennsylvania
$1.38K
BTD
416
BankPlus Trust Department
Mississippi
$1.26K
SWP
417
Strategic Wealth Partners
Ohio
$800 +$779 +13 New
SS
418
SBI Securities
Japan
$778
Renaissance Technologies
419
Renaissance Technologies
New York
-$90.9M -1,519,844 Closed
TC
420
TownSquare Capital
Utah
-$13.1M -218,852 Closed
VCM
421
Virtue Capital Management
Tennessee
-$9.62M -160,726 Closed
SAM
422
Secure Asset Management
Michigan
-$4.06M -67,821 Closed
FTUS
423
Flow Traders U.S.
New York
-$4.03M -67,336 Closed
ARC
424
Advisor Resource Council
Texas
-$1.6M -26,694 Closed
Susquehanna International Group
425
Susquehanna International Group
Pennsylvania
-$1.29M -21,626 Closed

FTSM Hedge Fund Activity: Q2 2025 in Review

417 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q2 2025, worth a combined $4.8B — down 2.4% from $4.92B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of FTSM and 31 opened new positions — a net loss of 6 holders — while 188 trimmed existing stakes and 156 added.

The largest buyer was Paragon Advisors, opening a new position worth an estimated $63.8M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $90.9M sold.

  • 417 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q2 2025, down from 428 in Q1 2025.
  • Funds reported $4.8B of First Trust Enhanced Short Maturity ETF stock for Q2 2025, down 2.4% quarter-over-quarter.
  • 31 funds opened new First Trust Enhanced Short Maturity ETF positions in Q2 2025 and 37 closed out, a net change of -6 holders.
  • The largest First Trust Enhanced Short Maturity ETF buyer in Q2 2025 was Paragon Advisors, an estimated $63.8M added.
  • The largest First Trust Enhanced Short Maturity ETF seller in Q2 2025 was Renaissance Technologies, an estimated $90.9M sold.

Based on aggregated 13F filings for Q2 2025.