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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
WP
201
WealthShield Partners
North Carolina
$530K +$172K +2,890 +48%
FMTC
202
Farmers & Merchants Trust Company
California
$528K -$265K -4,444 -33%
CCIA
203
Cherry Creek Investment Advisors
Colorado
$523K +$524K +8,780 New
RG
204
Rathbones Group
United Kingdom
$516K -$23.3K -390 -4%
CA
205
Continuum Advisory
Idaho
$463K -$75.5K -1,265 -14%
PPW
206
Pinnacle Private Wealth
Massachusetts
$458K -$403K -6,751 -47%
MMHP
207
Murphy Middleton Hinkle & Parker
Georgia
$456K
LSA
208
Lion Street Advisors
Texas
$455K +$455K +7,630 New
ASN
209
Advisory Services Network
Georgia
$447K +$105K +1,767 +31%
GRP
210
Global Retirement Partners
California
$443K +$444K +7,446 New
C
211
CEDRUS
Colorado
$432K -$36.1K -605 -8%
TSS
212
Two Sigma Securities
New York
$423K +$424K +7,101 New
SMC
213
Smith, Moore & Co
Missouri
$419K -$35.8K -600 -8%
SSWM
214
Sheets Smith Wealth Management
North Carolina
$418K -$35.8K -600 -8%
CF
215
Centaurus Financial
California
$413K -$8.71K -146 -2%
PB
216
Pinnacle Bancorp
Nebraska
$412K
CA
217
Claro Advisors
Massachusetts
$411K
IFG
218
Independent Financial Group
California
$410K -$3.4K -57 -0.8%
CCB
219
Cutter & Co Brokerage
Missouri
$407K -$11.9K -199 -3%
RIA
220
Realta Investment Advisors
Delaware
$397K -$75.4K -1,263 -16%
RJT
221
Raymond James Trust
Florida
$395K -$2.21M -37,101 -85%
CRWM
222
Castle Rock Wealth Management
California
$395K
CCG
223
Coastwise Capital Group
California
$390K +$391K +6,559 New
SA
224
Scarborough Advisors
Maryland
$358K +$298 +5 +0.1%
CFGS
225
Concourse Financial Group Securities
Alabama
$357K -$515K -8,630 -59%

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.