First Trust Enhanced Short Maturity ETF
FTSM
102 hedge funds and large institutions have $885M invested in First Trust Enhanced Short Maturity ETF in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 44 increasing their positions, 16 reducing their positions, and 5 closing their positions.
580% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 5
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+4)
175% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 16
40% more funds holding
Funds holding: 73 → 102 (+29)
32% more capital invested
Capital invested by funds: $669M → $885M (+$216M)
19.03% more ownership
Funds ownership: 58.41% → 77.44% (+19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$38.5M |
| 2 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$34.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$21.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$18.7M |
| 5 |
Jane Street
New York
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$7.06M |
| 2 |
HA
Hays Advisory
Franklin,
Tennessee
|
-$5.26M |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$1.62M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$1.52M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.3M |
FTSM Hedge Fund Activity: Q4 2017 in Review
102 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q4 2017, worth a combined $885M — up 32% from $669M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new FTSM positions and 5 closed out — a net gain of 29 holders — while 44 added to existing stakes and 16 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $38.5M. The largest seller was Raymond James & Associates, cutting an estimated $7.06M.
- 102 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q4 2017, up from 73 in Q3 2017.
- Funds reported $885M of First Trust Enhanced Short Maturity ETF stock for Q4 2017, up 32% quarter-over-quarter.
- 34 funds opened new First Trust Enhanced Short Maturity ETF positions in Q4 2017 and 5 closed out, a net change of +29 holders.
- The largest First Trust Enhanced Short Maturity ETF buyer in Q4 2017 was Morgan Stanley, an estimated $38.5M added.
- The largest First Trust Enhanced Short Maturity ETF seller in Q4 2017 was Raymond James & Associates, an estimated $7.06M sold.
Based on aggregated 13F filings for Q4 2017.