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First Trust Enhanced Short Maturity ETF

321 hedge funds and large institutions have $3.77B invested in First Trust Enhanced Short Maturity ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 125 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 24

75% more funds holding in top 10

Funds holding in top 10: 1628 (+12)

43% more capital invested

Capital invested by funds: $2.64B → $3.77B (+$1.13B)

17% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 107

10% more funds holding

Funds holding: 292321 (+29)

9.42% more ownership

Funds ownership: 64.91%74.33% (+9.4%)

44% less call options, than puts

Call options by funds: $5K | Put options by funds: $9K

Holders
321
Holders Change
+29
Holders Change %
+9.93%
% of All Funds
5.41%
Holding in Top 10
28
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+75%
% of All Funds
0.47%
New
57
Increased
125
Reduced
107
Closed
24
Calls
$5K
Puts
$9K
Net Calls
-$4K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
76
Mariner
Kansas
$5.28M -$140K -2,350 -3%
TA
77
TrueWealth Advisors
Alabama
$5.08M +$5.09M +85,630 New
KPWS
78
Kestra Private Wealth Services
Texas
$5.08M +$597K +10,028 +13%
JIP
79
Jaffetilchin Investment Partners
Florida
$4.93M +$2.7M +45,365 +120%
CCIA
80
Cherry Creek Investment Advisors
Colorado
$4.84M +$4.33M +72,730 +828%
DADC
81
D.A. Davidson & Co
Montana
$4.75M +$874K +14,696 +23%
CFG
82
Citizens Financial Group
Rhode Island
$4.73M +$4.74M +79,658 New
OC
83
Oppenheimer & Co
New York
$4.66M +$2.11M +35,423 +82%
HIS
84
Harvest Investment Services
Illinois
$4.61M -$1.22M -20,560 -21%
KWM
85
Keebeck Wealth Management
Illinois
$4.59M +$4.59M +77,190 New
VWA
86
V Wealth Advisors
Kansas
$4.48M +$2.72M +45,776 +154%
FAIM
87
Financial Advocates Investment Management
Washington
$4.46M +$752K +12,642 +20%
AC
88
Avestar Capital
New York
$4.46M +$387K +6,502 +9%
WWA
89
WCG Wealth Advisors
Nevada
$4.41M +$4.42M +74,305 New
IWA
90
Inspirion Wealth Advisors
Illinois
$4.37M +$4.38M +73,614 New
NW
91
NewEdge Wealth
Pennsylvania
$4.17M -$66.2K -1,113 -2%
IFS
92
Ifrah Financial Services
Arkansas
$4.11M +$4.12M +69,214 New
WP
93
WealthSource Partners
California
$3.98M -$5.19M -87,296 -57%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$3.87M +$2.57M +43,245 +197%
AAS
95
Ameritas Advisory Services
Nebraska
$3.84M -$629K -10,571 -14%
FHC
96
First Heartland Consultants
Missouri
$3.69M +$793K +13,337 +27%
APA
97
American Portfolios Advisors
New York
$3.65M -$80K -1,345 -2%
Citigroup
98
Citigroup
New York
$3.49M -$239K -4,012 -6%
MWM
99
Mattern Wealth Management
Kansas
$3.35M +$3.36M +56,435 New
T
100
TCWP
Ohio
$3.11M -$288K -4,841 -8%

FTSM Hedge Fund Activity: Q2 2022 in Review

321 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q2 2022, worth a combined $3.77B — up 43% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new FTSM positions and 24 closed out — a net gain of 33 holders — while 125 added to existing stakes and 107 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $143M. The largest seller was Summit Financial Wealth Advisors, cutting an estimated $11.3M.

  • 321 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q2 2022, up from 292 in Q1 2022.
  • Funds reported $3.77B of First Trust Enhanced Short Maturity ETF stock for Q2 2022, up 43% quarter-over-quarter.
  • 57 funds opened new First Trust Enhanced Short Maturity ETF positions in Q2 2022 and 24 closed out, a net change of +33 holders.
  • The largest First Trust Enhanced Short Maturity ETF buyer in Q2 2022 was First Trust Advisors, an estimated $143M added.
  • The largest First Trust Enhanced Short Maturity ETF seller in Q2 2022 was Summit Financial Wealth Advisors, an estimated $11.3M sold.

Based on aggregated 13F filings for Q2 2022.