First Trust Enhanced Short Maturity ETF
FTSM
145 hedge funds and large institutions have $1.38B invested in First Trust Enhanced Short Maturity ETF in 2018 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 60 increasing their positions, 27 reducing their positions, and 12 closing their positions.
283% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 12
122% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 27
120% more funds holding in top 10
Funds holding in top 10: 5 → 11 (+6)
35% more capital invested
Capital invested by funds: $1.03B → $1.38B (+$357M)
29% more funds holding
Funds holding: 112 → 145 (+33)
1.45% more ownership
Funds ownership: 64.17% → 65.62% (+1.4%)
Top Buyers
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$46.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$44.8M |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$43M |
| 4 |
Morgan Stanley
New York
|
+$28.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$24.8M |
Top Sellers
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$17.4M |
| 2 |
HA
Hays Advisory
Franklin,
Tennessee
|
-$8.7M |
| 3 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$1.94M |
| 4 |
BCP
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
-$1.93M |
| 5 |
JP Morgan Chase
New York
|
-$1.72M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KA
151
Kovack Advisors
Ft. Lauderdale,
Florida
| – | -$209K | -3,488 | Closed |
|
|
POIA
152
Pin Oak Investment Advisors
Houston,
Texas
| – | -$87K | -1,444 | Closed |
|
|
SMG
153
Spectrum Management Group
Indianapolis,
Indiana
| – | -$47K | -780 | Closed |
|
154
BlackRock
New York
| – | -$45K | -746 | Closed |
|
|
PA
155
Parallel Advisors
San Francisco,
California
| – | -$5K | -91 | Closed |
|
156
First Manhattan
New York
| – | +$240 | +4 | New |
|
FTSM Hedge Fund Activity: Q2 2018 in Review
145 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q2 2018, worth a combined $1.38B — up 35% from $1.03B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new FTSM positions and 12 closed out — a net gain of 34 holders — while 60 added to existing stakes and 27 trimmed.
The largest buyer was Cornerstone Wealth Management, adding an estimated $46.2M. The largest seller was Stadion Money Management, exiting entirely with an estimated $17.4M sold.
- 145 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q2 2018, up from 112 in Q1 2018.
- Funds reported $1.38B of First Trust Enhanced Short Maturity ETF stock for Q2 2018, up 35% quarter-over-quarter.
- 46 funds opened new First Trust Enhanced Short Maturity ETF positions in Q2 2018 and 12 closed out, a net change of +34 holders.
- The largest First Trust Enhanced Short Maturity ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $46.2M added.
- The largest First Trust Enhanced Short Maturity ETF seller in Q2 2018 was Stadion Money Management, an estimated $17.4M sold.
Based on aggregated 13F filings for Q2 2018.