First Trust Enhanced Short Maturity ETF
FTSM
416 hedge funds and large institutions have $6.24B invested in First Trust Enhanced Short Maturity ETF in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 110 increasing their positions, 209 reducing their positions, and 33 closing their positions.
85% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 33
14% more capital invested
Capital invested by funds: $5.48B → $6.24B (+$762M)
12.49% more ownership
Funds ownership: 73.96% → 86.45% (+12%)
10% more funds holding in top 10
Funds holding in top 10: 40 → 44 (+4)
7% more funds holding
Funds holding: 390 → 416 (+26)
47% less repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 209
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$800M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$92M |
| 3 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$32.6M |
| 4 |
Renaissance Technologies
New York
|
+$27.1M |
| 5 |
GWM
GDS Wealth Management
Flower Mound,
Texas
|
+$23.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$57.8M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$47.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$21.3M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$18.1M |
| 5 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
-$16.5M |
FTSM Hedge Fund Activity: Q4 2023 in Review
416 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q4 2023, worth a combined $6.24B — up 14% from $5.48B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new FTSM positions and 33 closed out — a net gain of 28 holders — while 110 added to existing stakes and 209 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $800M. The largest seller was Wells Fargo, cutting an estimated $57.8M.
- 416 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q4 2023, up from 390 in Q3 2023.
- Funds reported $6.24B of First Trust Enhanced Short Maturity ETF stock for Q4 2023, up 14% quarter-over-quarter.
- 61 funds opened new First Trust Enhanced Short Maturity ETF positions in Q4 2023 and 33 closed out, a net change of +28 holders.
- The largest First Trust Enhanced Short Maturity ETF buyer in Q4 2023 was Morgan Stanley, an estimated $800M added.
- The largest First Trust Enhanced Short Maturity ETF seller in Q4 2023 was Wells Fargo, an estimated $57.8M sold.
Based on aggregated 13F filings for Q4 2023.