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First Trust Enhanced Short Maturity ETF

30 hedge funds and large institutions have $105M invested in First Trust Enhanced Short Maturity ETF in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

13% more capital invested

Capital invested by funds: $92.7M → $105M (+$12.3M)

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

3% less funds holding

Funds holding: 3130 (-1)

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
10
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change

FTSM Hedge Fund Activity: Q3 2015 in Review

30 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q3 2015, worth a combined $105M — up 13% from $92.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FTSM positions and 7 closed out — a net gain of 2 holders — while 10 added to existing stakes and 9 trimmed.

The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $17.6M. The largest seller was Horizon Investments, cutting an estimated $12.2M.

  • 30 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q3 2015, down from 31 in Q2 2015.
  • Funds reported $105M of First Trust Enhanced Short Maturity ETF stock for Q3 2015, up 13% quarter-over-quarter.
  • 9 funds opened new First Trust Enhanced Short Maturity ETF positions in Q3 2015 and 7 closed out, a net change of +2 holders.
  • The largest First Trust Enhanced Short Maturity ETF buyer in Q3 2015 was Parametric Portfolio Associates, an estimated $17.6M added.
  • The largest First Trust Enhanced Short Maturity ETF seller in Q3 2015 was Horizon Investments, an estimated $12.2M sold.

Based on aggregated 13F filings for Q3 2015.