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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
MCM
426
Monument Capital Management
Virginia
-$1.17M -19,531 Closed
Thrivent Financial for Lutherans
427
Thrivent Financial for Lutherans
Minnesota
-$1.05M -17,540 Closed
BF
428
BOK Financial
Oklahoma
-$840K -14,036 Closed
CA
429
Crumly & Associates
Illinois
-$745K -12,446 Closed
GS
430
GWN Securities
Florida
-$711K -11,882 Closed
UCMOK
431
United Capital Management of KS
Kansas
-$608K -10,156 Closed
TSS
432
Two Sigma Securities
New York
-$448K -7,484 Closed
Fisher Asset Management
433
Fisher Asset Management
Washington
-$417K -6,961 Closed
OCM
434
Orion Capital Management
California
-$374K -6,254 Closed
MC
435
Moors & Cabot
Massachusetts
-$340K -5,686 Closed
MWM
436
Maripau Wealth Management
Indiana
-$338K -5,631 Closed
SHGA
437
Sand Hill Global Advisors
California
-$312K -5,210 Closed
Ameriprise
438
Ameriprise
Minnesota
-$324K -4,992 Closed
TNB
439
Thomasville National Bank
Georgia
-$240K -4,006 Closed
AG
440
AmeriFlex Group
Nevada
-$235K -3,932 Closed
CWM
441
Collaborative Wealth Management
Florida
-$218K -3,650 Closed
LCWP
442
Legacy Capital Wealth Partners
Arkansas
-$200K -3,344 Closed
FAM
443
Flaharty Asset Management
Florida
-$148K -2,465 Closed
SW
444
SVB Wealth
Massachusetts
-$132K -2,200 Closed
KWM
445
Kiker Wealth Management
Georgia
-$55.8K -932 Closed
AFS
446
Anderson Financial Strategies
Ohio
-$44.9K -750 Closed
MIM
447
Marshall Investment Management
Colorado
-$33.3K -556 Closed
Jones Financial Companies
448
Jones Financial Companies
Missouri
-$30K -500 Closed
CIBC Private Wealth Group
449
CIBC Private Wealth Group
Georgia
-$20K -335 Closed
BFS
450
Burkett Financial Services
South Carolina
-$18.2K -304 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.