First Trust Enhanced Short Maturity ETF
FTSM
73 hedge funds and large institutions have $669M invested in First Trust Enhanced Short Maturity ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 9 closing their positions.
112% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 17
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
16% more capital invested
Capital invested by funds: $577M → $669M (+$92.3M)
0% more funds holding
Funds holding: 73 → 73 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.6% less ownership
Funds ownership: 59.01% → 58.41% (-0.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$22.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$18.4M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$16.7M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$14.2M |
| 5 |
Morgan Stanley
New York
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFA
Pinnacle Family Advisors
Springfield,
Missouri
|
-$18.9M |
| 2 |
LPL Financial
San Diego,
California
|
-$9.44M |
| 3 |
HA
Hays Advisory
Franklin,
Tennessee
|
-$8.57M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$2.18M |
| 5 |
SI
SII Investments
Appleton,
Wisconsin
|
-$1.38M |
FTSM Hedge Fund Activity: Q3 2017 in Review
73 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q3 2017, worth a combined $669M — up 16% from $577M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FTSM positions and 9 closed out — a net gain of 3 holders — while 36 added to existing stakes and 17 trimmed.
The largest buyer was Bank of America, adding an estimated $22.7M. The largest seller was Pinnacle Family Advisors, exiting entirely with an estimated $18.9M sold.
- 73 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q3 2017, unchanged from Q2 2017.
- Funds reported $669M of First Trust Enhanced Short Maturity ETF stock for Q3 2017, up 16% quarter-over-quarter.
- 12 funds opened new First Trust Enhanced Short Maturity ETF positions in Q3 2017 and 9 closed out, a net change of +3 holders.
- The largest First Trust Enhanced Short Maturity ETF buyer in Q3 2017 was Bank of America, an estimated $22.7M added.
- The largest First Trust Enhanced Short Maturity ETF seller in Q3 2017 was Pinnacle Family Advisors, an estimated $18.9M sold.
Based on aggregated 13F filings for Q3 2017.