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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
CA
151
Claro Advisors
Massachusetts
$1.19M +$730K +12,154 +159%
FFG
152
Ford Financial Group
California
$1.14M +$78.6K +1,309 +7%
AAS
153
Avantax Advisory Services
Texas
$1.14M +$709K +11,807 +165%
PFS
154
Prospera Financial Services
Texas
$1.07M -$3.62M -60,269 -77%
BRWA
155
B. Riley Wealth Advisors
Florida
$1.06M -$5.71K -95 -0.5%
CWA
156
Capital Wealth Alliance
Arizona
$1.02M -$95.8K -1,594 -9%
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$953K +$189K +3,149 +25%
Renaissance Technologies
158
Renaissance Technologies
New York
$942K +$943K +15,700 New
WIA
159
Wealthstreet Investment Advisors
Texas
$872K -$60.8K -1,012 -7%
MSAM
160
Moloney Securities Asset Management
Missouri
$856K +$52.6K +875 +7%
FI
161
FormulaFolio Investments
Michigan
$836K +$2.28K +38 +0.3%
WMA
162
Wealth Management Associates
New Jersey
$771K -$16.5K -274 -2%
MAS
163
Madden Advisory Services
Florida
$741K +$146K +2,429 +24%
WP
164
WealthShield Partners
North Carolina
$717K -$121K -2,010 -14%
WEPOG
165
Wealth Enhancement & Preservation of GA
Georgia
$706K -$3.91M -65,023 -84%
BAS
166
Brown Advisory Securities
Maryland
$680K
SAM
167
SignalPoint Asset Management
Missouri
$673K +$211K +3,518 +46%
PA
168
PSI Advisors
Florida
$663K +$333K +5,550 +101%
PFA
169
Plotkin Financial Advisors
Maryland
$662K
PFA
170
Pinnacle Family Advisors
Missouri
$657K +$481 +8 +0.1%
TWM
171
Titus Wealth Management
California
$643K -$523K -8,700 -45%
ASN
172
Advisory Services Network
Georgia
$636K -$9.15M -152,386 -93%
AWM
173
Aries Wealth Management
Maine
$636K
CCB
174
Cutter & Co Brokerage
Missouri
$629K +$12.1K +201 +2%
MC
175
Moors & Cabot
Massachusetts
$619K -$515K -8,572 -45%

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.