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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
TWM
151
Tanager Wealth Management
United Kingdom
$1.08M -$2.32M -38,827 -68%
CWA
152
Capital Wealth Alliance
Arizona
$1.07M +$119 +2 +0%
EL
153
Essex LLC
Illinois
$1.03M -$562K -9,416 -35%
CCFM
154
Clear Creek Financial Management
Washington
$994K +$96.9K +1,623 +11%
FIM
155
Freedom Investment Management
Connecticut
$990K -$2.49M -41,753 -72%
BRWA
156
B. Riley Wealth Advisors
Florida
$990K +$1.85K +31 +0.2%
CMS
157
Capital Market Strategies
Florida
$971K
AWM
158
Axxcess Wealth Management
California
$953K -$113K -1,887 -11%
SOS
159
Silver Oak Securities
Tennessee
$950K +$952K +15,958 New
PIA
160
Perennial Investment Advisors
California
$947K +$374K +6,262 +65%
NWMG
161
National Wealth Management Group
Ohio
$940K +$498K +8,348 +112%
AIC
162
Archer Investment Corporation
Indiana
$935K +$57.2K +959 +7%
AWM
163
Apollon Wealth Management
South Carolina
$930K -$237K -3,972 -20%
CAM
164
Cresset Asset Management
Illinois
$883K +$620K +10,396 +235%
ACA
165
Affinity Capital Advisors
California
$881K -$102K -1,707 -10%
PPWM
166
Paragon Private Wealth Management
Kentucky
$881K +$44.5K +745 +5%
OMC
167
Old Mission Capital
Illinois
$878K -$66.1K -1,108 -7%
EH
168
Equitable Holdings
New York
$855K +$103K +1,730 +14%
VA
169
Valmark Advisers
Ohio
$855K +$565K +9,468 +193%
JCM
170
Jacobi Capital Management
Pennsylvania
$850K -$509K -8,536 -37%
BCM
171
Breiter Capital Management
Florida
$846K +$848K +14,205 New
FCA
172
FinTrust Capital Advisors
South Carolina
$835K -$2.39K -40 -0.3%
ACI
173
Alpha Cubed Investments
California
$824K -$7.7K -129 -0.9%
MAS
174
Madden Advisory Services
Florida
$817K
AFA
175
American Financial Advisors
Georgia
$811K -$107K -1,796 -12%

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.