First Trust Enhanced Short Maturity ETF
FTSM
218 hedge funds and large institutions have $3.19B invested in First Trust Enhanced Short Maturity ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 105 increasing their positions, 65 reducing their positions, and 17 closing their positions.
147% more capital inflows, than outflows
Capital inflows: $371M | Capital outflows: $150M
62% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 65
47% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 17
4% more funds holding in top 10
Funds holding in top 10: 24 → 25 (+1)
3% more funds holding
Funds holding: 211 → 218 (+7)
0.12% more ownership
Funds ownership: 65.43% → 65.55% (+0.12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$57.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$33.5M |
| 3 |
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
+$32.5M |
| 4 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$27.9M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$65M |
| 2 |
Milestone Advisory Partners
Southern Pines,
North Carolina
|
-$19.7M |
| 3 |
Steward Partners Investment Advisory
New York
|
-$8.37M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$6.01M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$4.57M |
FTSM Hedge Fund Activity: Q3 2019 in Review
218 of the 4,576 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q3 2019, worth a combined $3.19B — up 7.6% from $2.97B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new FTSM positions and 17 closed out — a net gain of 8 holders — while 105 added to existing stakes and 65 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $57.9M. The largest seller was Bank of America, cutting an estimated $65M.
- 218 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q3 2019, up from 211 in Q2 2019.
- Funds reported $3.19B of First Trust Enhanced Short Maturity ETF stock for Q3 2019, up 7.6% quarter-over-quarter.
- 25 funds opened new First Trust Enhanced Short Maturity ETF positions in Q3 2019 and 17 closed out, a net change of +8 holders.
- The largest First Trust Enhanced Short Maturity ETF buyer in Q3 2019 was Morgan Stanley, an estimated $57.9M added.
- The largest First Trust Enhanced Short Maturity ETF seller in Q3 2019 was Bank of America, an estimated $65M sold.
Based on aggregated 13F filings for Q3 2019.