First Trust Enhanced Short Maturity ETF
FTSM
396 hedge funds and large institutions have $5.04B invested in First Trust Enhanced Short Maturity ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 128 increasing their positions, 202 reducing their positions, and 44 closing their positions.
5% less funds holding
Funds holding: 416 → 396 (-20)
10.09% less ownership
Funds ownership: 86.45% → 76.36% (-10%)
19% less capital invested
Capital invested by funds: $6.24B → $5.04B (-$1.2B)
27% less funds holding in top 10
Funds holding in top 10: 44 → 32 (-12)
32% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 44
37% less repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 202
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$79M |
| 2 |
BI
Bramshill Investments
Naples,
Florida
|
+$58.6M |
| 3 |
GAA
Global Assets Advisory
Orlando,
Florida
|
+$46M |
| 4 |
Jane Street
New York
|
+$33M |
| 5 |
HAFG
Hansen & Associates Financial Group
Roseville,
California
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$875M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$35.8M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$29.8M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$28.5M |
| 5 |
LPL Financial
San Diego,
California
|
-$27.6M |
FTSM Hedge Fund Activity: Q1 2024 in Review
396 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q1 2024, worth a combined $5.04B — down 19% from $6.24B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of FTSM and 30 opened new positions — a net loss of 14 holders — while 202 trimmed existing stakes and 128 added.
The largest buyer was Cetera Investment Advisers, adding an estimated $79M. The largest seller was Morgan Stanley, cutting an estimated $875M.
- 396 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q1 2024, down from 416 in Q4 2023.
- Funds reported $5.04B of First Trust Enhanced Short Maturity ETF stock for Q1 2024, down 19% quarter-over-quarter.
- 30 funds opened new First Trust Enhanced Short Maturity ETF positions in Q1 2024 and 44 closed out, a net change of -14 holders.
- The largest First Trust Enhanced Short Maturity ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $79M added.
- The largest First Trust Enhanced Short Maturity ETF seller in Q1 2024 was Morgan Stanley, an estimated $875M sold.
Based on aggregated 13F filings for Q1 2024.