First Trust Enhanced Short Maturity ETF
FTSM
386 hedge funds and large institutions have $6.38B invested in First Trust Enhanced Short Maturity ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 165 increasing their positions, 118 reducing their positions, and 29 closing their positions.
162% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 29
47% more funds holding in top 10
Funds holding in top 10: 34 → 50 (+16)
41% more capital invested
Capital invested by funds: $4.53B → $6.38B (+$1.84B)
40% more repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 118
12% more funds holding
Funds holding: 344 → 386 (+42)
6.79% more ownership
Funds ownership: 72.57% → 79.36% (+6.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$180M |
| 2 |
LPL Financial
San Diego,
California
|
+$150M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$117M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$98.4M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$92.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$35.6M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$12.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$10.8M |
| 4 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$9.09M |
| 5 |
IPW
IronBridge Private Wealth
Austin,
Texas
|
-$7.28M |
FTSM Hedge Fund Activity: Q4 2022 in Review
386 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q4 2022, worth a combined $6.38B — up 41% from $4.53B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new FTSM positions and 29 closed out — a net gain of 47 holders — while 165 added to existing stakes and 118 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $180M. The largest seller was Atria Wealth Solutions, cutting an estimated $35.6M.
- 386 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q4 2022, up from 344 in Q3 2022.
- Funds reported $6.38B of First Trust Enhanced Short Maturity ETF stock for Q4 2022, up 41% quarter-over-quarter.
- 76 funds opened new First Trust Enhanced Short Maturity ETF positions in Q4 2022 and 29 closed out, a net change of +47 holders.
- The largest First Trust Enhanced Short Maturity ETF buyer in Q4 2022 was Morgan Stanley, an estimated $180M added.
- The largest First Trust Enhanced Short Maturity ETF seller in Q4 2022 was Atria Wealth Solutions, an estimated $35.6M sold.
Based on aggregated 13F filings for Q4 2022.