First Trust Enhanced Short Maturity ETF
FTSM
192 hedge funds and large institutions have $2.7B invested in First Trust Enhanced Short Maturity ETF in 2018 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 85 increasing their positions, 37 reducing their positions, and 12 closing their positions.
375% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 12
130% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 37
117% more funds holding in top 10
Funds holding in top 10: 12 → 26 (+14)
55% more capital invested
Capital invested by funds: $1.74B → $2.7B (+$960M)
29% more funds holding
Funds holding: 149 → 192 (+43)
1.6% more ownership
Funds ownership: 67.25% → 68.85% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$226M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$118M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$115M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$57.7M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$40M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$28.9M |
| 2 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
-$10.5M |
| 3 |
Jane Street
New York
|
-$8.62M |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$4.17M |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$3.41M |
FTSM Hedge Fund Activity: Q4 2018 in Review
192 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q4 2018, worth a combined $2.7B — up 55% from $1.74B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new FTSM positions and 12 closed out — a net gain of 45 holders — while 85 added to existing stakes and 37 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $226M. The largest seller was Cornerstone Wealth Management, cutting an estimated $28.9M.
- 192 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q4 2018, up from 149 in Q3 2018.
- Funds reported $2.7B of First Trust Enhanced Short Maturity ETF stock for Q4 2018, up 55% quarter-over-quarter.
- 57 funds opened new First Trust Enhanced Short Maturity ETF positions in Q4 2018 and 12 closed out, a net change of +45 holders.
- The largest First Trust Enhanced Short Maturity ETF buyer in Q4 2018 was Morgan Stanley, an estimated $226M added.
- The largest First Trust Enhanced Short Maturity ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $28.9M sold.
Based on aggregated 13F filings for Q4 2018.