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First Trust Enhanced Short Maturity ETF

292 hedge funds and large institutions have $2.64B invested in First Trust Enhanced Short Maturity ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 78 increasing their positions, 149 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

3% more funds holding

Funds holding: 284292 (+8)

2.62% more ownership

Funds ownership: 62.29%64.91% (+2.6%)

1% less capital invested

Capital invested by funds: $2.66B → $2.64B (-$20.7M)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

48% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 149

Holders
292
Holders Change
+8
Holders Change %
+2.82%
% of All Funds
4.61%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.25%
New
36
Increased
78
Reduced
149
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
101
Frontier Wealth Management
Missouri
$2.37M -$2.48M -41,571 -51%
CPIG
102
Chicago Partners Investment Group
Illinois
$2.33M +$398K +6,662 +20%
HSA
103
HBK Sorce Advisory
Pennsylvania
$2.28M +$1.72M +28,745 +301%
JIP
104
Jaffetilchin Investment Partners
Florida
$2.24M -$3.71M -62,176 -62%
HWM
105
Howard Wealth Management
Connecticut
$2.2M -$146K -2,440 -6%
VCM
106
Virtue Capital Management
Tennessee
$2.19M +$1.52M +25,524 +227%
CWM
107
Cornerstone Wealth Management
Missouri
$2.1M -$122K -2,044 -5%
BPA
108
Beacon Pointe Advisors
California
$2.08M +$1.5M +25,132 +257%
TW
109
Towerpoint Wealth
California
$2.04M +$261K +4,377 +15%
CA
110
Calton & Associates
Florida
$2.03M -$4.48K -75 -0.2%
SI
111
Stephens Inc
Arkansas
$1.99M -$5.19M -87,035 -72%
CCM
112
Chiron Capital Management
Florida
$1.99M -$358 -6 -0%
IAIM
113
International Assets Investment Management
Florida
$1.98M +$91.4K +1,531 +5%
IGWM
114
ICA Group Wealth Management
Colorado
$1.91M +$1.92M +32,129 New
BAM
115
Bellevue Asset Management
Washington
$1.89M +$315K +5,277 +20%
EIA
116
Eldridge Investment Advisors
New Hampshire
$1.84M +$418K +7,000 +29%
William Blair & Company
117
William Blair & Company
Illinois
$1.83M +$1.7M +28,428 +1,194%
Citadel Advisors
118
Citadel Advisors
Florida
$1.83M -$22.7M -379,678 -93%
TLFA
119
True Link Financial Advisors
California
$1.82M
VWA
120
V Wealth Advisors
Kansas
$1.77M +$190K +3,188 +12%
ACA
121
Ascension Capital Advisors
Texas
$1.74M -$30.5K -511 -2%
IA
122
Insight Advisors
Pennsylvania
$1.73M +$212K +3,547 +14%
SWP
123
Stratos Wealth Partners
Ohio
$1.71M -$451K -7,551 -21%
Creative Planning
124
Creative Planning
Kansas
$1.68M -$1.68M -28,164 -50%
ACA
125
Aptus Capital Advisors
Alabama
$1.67M +$1.67M +27,988 New

FTSM Hedge Fund Activity: Q1 2022 in Review

292 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q1 2022, worth a combined $2.64B — down 0.78% from $2.66B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new FTSM positions and 23 closed out — a net gain of 13 holders — while 78 added to existing stakes and 149 trimmed.

The largest buyer was LPL Financial, adding an estimated $27M. The largest seller was Jane Street, cutting an estimated $42.2M.

  • 292 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q1 2022, up from 284 in Q4 2021.
  • Funds reported $2.64B of First Trust Enhanced Short Maturity ETF stock for Q1 2022, down 0.78% quarter-over-quarter.
  • 36 funds opened new First Trust Enhanced Short Maturity ETF positions in Q1 2022 and 23 closed out, a net change of +13 holders.
  • The largest First Trust Enhanced Short Maturity ETF buyer in Q1 2022 was LPL Financial, an estimated $27M added.
  • The largest First Trust Enhanced Short Maturity ETF seller in Q1 2022 was Jane Street, an estimated $42.2M sold.

Based on aggregated 13F filings for Q1 2022.