First Trust Enhanced Short Maturity ETF
FTSM
30 hedge funds and large institutions have $80.9M invested in First Trust Enhanced Short Maturity ETF in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
0% more funds holding
Funds holding: 30 → 30 (0)
23% less capital invested
Capital invested by funds: $105M → $80.9M (-$24.1M)
60% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$13.6M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$10.5M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$6.26M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.94M |
| 5 |
LPL Financial
San Diego,
California
|
+$477K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$17.5M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$9.91M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$7.54M |
| 4 |
AIG
American International Group
New York
|
-$6.97M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$5.53M |
FTSM Hedge Fund Activity: Q4 2015 in Review
30 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q4 2015, worth a combined $80.9M — down 23% from $105M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FTSM positions and 6 closed out — a net gain of 1 holder — while 6 added to existing stakes and 15 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $13.6M. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $17.5M sold.
- 30 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q4 2015, unchanged from Q3 2015.
- Funds reported $80.9M of First Trust Enhanced Short Maturity ETF stock for Q4 2015, down 23% quarter-over-quarter.
- 7 funds opened new First Trust Enhanced Short Maturity ETF positions in Q4 2015 and 6 closed out, a net change of +1 holder.
- The largest First Trust Enhanced Short Maturity ETF buyer in Q4 2015 was Morgan Stanley, an estimated $13.6M added.
- The largest First Trust Enhanced Short Maturity ETF seller in Q4 2015 was Parametric Portfolio Associates, an estimated $17.5M sold.
Based on aggregated 13F filings for Q4 2015.