First Trust Enhanced Short Maturity ETF
FTSM
400 hedge funds and large institutions have $6.33B invested in First Trust Enhanced Short Maturity ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 172 increasing their positions, 153 reducing their positions, and 27 closing their positions.
74% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 27
12% more repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 153
4% more funds holding
Funds holding: 386 → 400 (+14)
1% less capital invested
Capital invested by funds: $6.38B → $6.33B (-$44.4M)
0.73% less ownership
Funds ownership: 79.36% → 78.64% (-0.73%)
6% less funds holding in top 10
Funds holding in top 10: 50 → 47 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Tucker Asset Management
Littleton,
Colorado
|
+$88.5M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$69.6M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$51.3M |
| 4 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$37.9M |
| 5 |
CASC
Coppell Advisory Solutions Corp
Coppell,
Texas
|
+$37.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$96.4M |
| 2 |
Jane Street
New York
|
-$43.9M |
| 3 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
-$42.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$29.4M |
| 5 |
MF
Manchester Financial
Westlake Village,
California
|
-$26M |
FTSM Hedge Fund Activity: Q1 2023 in Review
400 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q1 2023, worth a combined $6.33B — down 0.7% from $6.38B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new FTSM positions and 27 closed out — a net gain of 20 holders — while 172 added to existing stakes and 153 trimmed.
The largest buyer was Tucker Asset Management, adding an estimated $88.5M. The largest seller was First Trust Advisors, cutting an estimated $96.4M.
- 400 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q1 2023, up from 386 in Q4 2022.
- Funds reported $6.33B of First Trust Enhanced Short Maturity ETF stock for Q1 2023, down 0.7% quarter-over-quarter.
- 47 funds opened new First Trust Enhanced Short Maturity ETF positions in Q1 2023 and 27 closed out, a net change of +20 holders.
- The largest First Trust Enhanced Short Maturity ETF buyer in Q1 2023 was Tucker Asset Management, an estimated $88.5M added.
- The largest First Trust Enhanced Short Maturity ETF seller in Q1 2023 was First Trust Advisors, an estimated $96.4M sold.
Based on aggregated 13F filings for Q1 2023.