First Trust Enhanced Short Maturity ETF
FTSM
392 hedge funds and large institutions have $4.75B invested in First Trust Enhanced Short Maturity ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 135 increasing their positions, 182 reducing their positions, and 38 closing their positions.
3% more funds holding in top 10
Funds holding in top 10: 32 → 33 (+1)
5% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 38
0.99% less ownership
Funds ownership: 76.36% → 75.37% (-0.99%)
1% less funds holding
Funds holding: 396 → 392 (-4)
6% less capital invested
Capital invested by funds: $5.04B → $4.75B (-$281M)
26% less repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 182
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$31.7M |
| 2 |
GWM
GDS Wealth Management
Flower Mound,
Texas
|
+$19.6M |
| 3 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$18.8M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$11.5M |
| 5 |
RVPG
Relative Value Partners Group
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$70.4M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$56.4M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$29.3M |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$23.4M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$18.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MG
426
Mather Group
Chicago,
Illinois
| – | -$14K | -235 | Closed |
|
|
PO
427
Private Ocean
San Rafael,
California
| – | -$12.8K | -214 | Closed |
|
|
AA
428
Ancora Advisors
Cleveland,
Ohio
| – | -$8.94K | -150 | Closed |
|
|
SC
429
SouthState Corp
Winter Haven,
Florida
| – | -$7.39K | -124 | Closed |
|
|
OSAM
430
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$5.38K | -90 | Closed |
|
431
Fidelity Investments
Boston,
Massachusetts
| – | -$1.79K | -30 | Closed |
|
FTSM Hedge Fund Activity: Q2 2024 in Review
392 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q2 2024, worth a combined $4.75B — down 5.6% from $5.04B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new FTSM positions and 38 closed out — a net gain of 2 holders — while 135 added to existing stakes and 182 trimmed.
The largest buyer was LPL Financial, adding an estimated $31.7M. The largest seller was Morgan Stanley, cutting an estimated $70.4M.
- 392 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q2 2024, down from 396 in Q1 2024.
- Funds reported $4.75B of First Trust Enhanced Short Maturity ETF stock for Q2 2024, down 5.6% quarter-over-quarter.
- 40 funds opened new First Trust Enhanced Short Maturity ETF positions in Q2 2024 and 38 closed out, a net change of +2 holders.
- The largest First Trust Enhanced Short Maturity ETF buyer in Q2 2024 was LPL Financial, an estimated $31.7M added.
- The largest First Trust Enhanced Short Maturity ETF seller in Q2 2024 was Morgan Stanley, an estimated $70.4M sold.
Based on aggregated 13F filings for Q2 2024.