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First Trust Enhanced Short Maturity ETF

253 hedge funds and large institutions have $3.21B invested in First Trust Enhanced Short Maturity ETF in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 127 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 76

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

2% more funds holding

Funds holding: 247253 (+6)

4% more capital invested

Capital invested by funds: $3.08B → $3.21B (+$123M)

0.14% more ownership

Funds ownership: 62.31%62.45% (+0.14%)

Holders
253
Holders Change
+6
Holders Change %
+2.43%
% of All Funds
5.1%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.52%
New
27
Increased
127
Reduced
76
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
126
Kingsview Wealth Management
Oregon
$1.9M +$816K +13,586 +75%
IA
127
IFG Advisory
Georgia
$1.87M +$100K +1,671 +6%
AFA
128
American Financial Advisors
Georgia
$1.84M +$99.5K +1,656 +6%
OC
129
Oppenheimer & Co
New York
$1.82M -$9.97K -166 -0.5%
MIAN
130
Mariner Independent Advisor Network
Kansas
$1.73M -$49.3K -820 -3%
ACP
131
Aveo Capital Partners
Colorado
$1.73M +$54.7K +911 +3%
CWM
132
Cranbrook Wealth Management
Michigan
$1.71M -$15K -249 -0.9%
CCM
133
Chiron Capital Management
Florida
$1.67M +$1.67M +27,777 New
22CM
134
20/20 Capital Management
California
$1.65M +$83.3K +1,387 +5%
M&T Bank
135
M&T Bank
New York
$1.65M -$852K -14,182 -34%
HSA
136
HBK Sorce Advisory
Pennsylvania
$1.63M -$377K -6,275 -19%
Cetera Investment Advisers
137
Cetera Investment Advisers
Illinois
$1.59M -$265K -4,404 -14%
BFEC
138
Benjamin F. Edwards & Company
Missouri
$1.53M -$192K -3,194 -11%
WWM
139
WT Wealth Management
Arizona
$1.5M +$687K +11,439 +84%
EIA
140
Eldridge Investment Advisors
New Hampshire
$1.47M +$31K +516 +2%
RJT
141
Raymond James Trust
Florida
$1.43M +$62.8K +1,046 +5%
JCM
142
Jacobi Capital Management
Pennsylvania
$1.4M +$236K +3,924 +20%
CA
143
Cambridge Advisors
Nebraska
$1.39M -$165K -2,753 -11%
CWM
144
Cornerstone Wealth Management
Missouri
$1.39M +$91.4K +1,522 +7%
LFAS
145
Level Four Advisory Services
Texas
$1.39M +$50.9K +848 +4%
AA
146
AlphaMark Advisors
Kentucky
$1.39M +$177K +2,949 +15%
CIA
147
Compass Ion Advisors
Pennsylvania
$1.34M -$45.3K -754 -3%
GWM
148
Gray Wealth Management
Maine
$1.29M +$142K +2,366 +12%
FFN
149
Focus Financial Network
Minnesota
$1.25M +$237K +3,939 +23%
KA
150
Kovack Advisors
Florida
$1.24M +$34.4K +573 +3%

FTSM Hedge Fund Activity: Q3 2020 in Review

253 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q3 2020, worth a combined $3.21B — up 4% from $3.08B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FTSM positions and 21 closed out — a net gain of 6 holders — while 127 added to existing stakes and 76 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $44.6M. The largest seller was Jane Street, cutting an estimated $143M.

  • 253 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q3 2020, up from 247 in Q2 2020.
  • Funds reported $3.21B of First Trust Enhanced Short Maturity ETF stock for Q3 2020, up 4% quarter-over-quarter.
  • 27 funds opened new First Trust Enhanced Short Maturity ETF positions in Q3 2020 and 21 closed out, a net change of +6 holders.
  • The largest First Trust Enhanced Short Maturity ETF buyer in Q3 2020 was Morgan Stanley, an estimated $44.6M added.
  • The largest First Trust Enhanced Short Maturity ETF seller in Q3 2020 was Jane Street, an estimated $143M sold.

Based on aggregated 13F filings for Q3 2020.