First Trust Enhanced Short Maturity ETF
FTSM
149 hedge funds and large institutions have $1.74B invested in First Trust Enhanced Short Maturity ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 76 increasing their positions, 32 reducing their positions, and 20 closing their positions.
138% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 32
26% more capital invested
Capital invested by funds: $1.38B → $1.74B (+$360M)
20% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 20
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
3% more funds holding
Funds holding: 145 → 149 (+4)
1.64% more ownership
Funds ownership: 65.62% → 67.25% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$169M |
| 2 |
LC
Lubar & Co
Milwaukee,
Wisconsin
|
+$47.7M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$24.8M |
| 4 |
SFWA
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
+$22.8M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$29.5M |
| 2 |
PFA
Pinnacle Family Advisors
Springfield,
Missouri
|
-$24M |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$17.2M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$7.47M |
| 5 |
LA
LexAurum Advisors
Overland Park,
Kansas
|
-$4.01M |
FTSM Hedge Fund Activity: Q3 2018 in Review
149 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q3 2018, worth a combined $1.74B — up 26% from $1.38B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new FTSM positions and 20 closed out — a net gain of 4 holders — while 76 added to existing stakes and 32 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $169M. The largest seller was BB&T Securities, cutting an estimated $29.5M.
- 149 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q3 2018, up from 145 in Q2 2018.
- Funds reported $1.74B of First Trust Enhanced Short Maturity ETF stock for Q3 2018, up 26% quarter-over-quarter.
- 24 funds opened new First Trust Enhanced Short Maturity ETF positions in Q3 2018 and 20 closed out, a net change of +4 holders.
- The largest First Trust Enhanced Short Maturity ETF buyer in Q3 2018 was Morgan Stanley, an estimated $169M added.
- The largest First Trust Enhanced Short Maturity ETF seller in Q3 2018 was BB&T Securities, an estimated $29.5M sold.
Based on aggregated 13F filings for Q3 2018.