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First Trust Enhanced Short Maturity ETF

292 hedge funds and large institutions have $2.64B invested in First Trust Enhanced Short Maturity ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 78 increasing their positions, 149 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

3% more funds holding

Funds holding: 284292 (+8)

2.62% more ownership

Funds ownership: 62.29%64.91% (+2.6%)

1% less capital invested

Capital invested by funds: $2.66B → $2.64B (-$20.7M)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

48% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 149

Holders
292
Holders Change
+8
Holders Change %
+2.82%
% of All Funds
4.61%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.25%
New
36
Increased
78
Reduced
149
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$542M +$23.1M +386,904 +4%
Wells Fargo
2
Wells Fargo
California
$281M +$18.4M +308,722 +7%
Bank of America
3
Bank of America
North Carolina
$189M +$21M +352,453 +13%
LPL Financial
4
LPL Financial
California
$166M +$27M +451,883 +19%
UBS Group
5
UBS Group
Switzerland
$155M +$4.45M +74,504 +3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$122M -$10.2M -171,536 -8%
RJA
7
Raymond James & Associates
Florida
$78.2M -$3.92M -65,749 -5%
UCFA
8
United Capital Financial Advisors
Texas
$77M -$3.23M -54,061 -4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$54M +$4.54M +76,043 +9%
Osaic Holdings
10
Osaic Holdings
Arizona
$36.3M +$2.72M +45,593 +8%
CAG
11
Csenge Advisory Group
Florida
$35.7M +$303K +5,070 +0.9%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$31.6M -$526K -8,810 -2%
FEG
13
Financial Enhancement Group
Indiana
$30.7M +$18.8M +315,563 +158%
SPIA
14
Steward Partners Investment Advisory
New York
$30.2M +$7.06M +118,288 +30%
HighTower Advisors
15
HighTower Advisors
Illinois
$30M -$20.3M -340,903 -40%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$29.6M -$1.88M -31,574 -6%
Stifel Financial
17
Stifel Financial
Missouri
$28.9M -$18.4M -307,567 -39%
CA
18
Cetera Advisors
Colorado
$28.8M +$8.99M +150,697 +45%
LRWA
19
Long Run Wealth Advisors
New York
$26.7M -$5.41M -90,700 -17%
PNC
20
Park National Corp
Ohio
$21.3M -$1.62M -27,104 -7%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$18.9M +$2.1M +35,224 +12%
KC
22
Kinloch Capital
Virginia
$18.5M +$13.9M +232,366 +294%
First Trust Advisors
23
First Trust Advisors
Illinois
$15M +$15.1M +252,523 New
SAM
24
Synergy Asset Management
Washington
$14.7M +$4.14M +69,394 +39%
Truist Financial
25
Truist Financial
North Carolina
$13.8M +$9.58M +160,448 +226%

FTSM Hedge Fund Activity: Q1 2022 in Review

292 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q1 2022, worth a combined $2.64B — down 0.78% from $2.66B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new FTSM positions and 23 closed out — a net gain of 13 holders — while 78 added to existing stakes and 149 trimmed.

The largest buyer was LPL Financial, adding an estimated $27M. The largest seller was Jane Street, cutting an estimated $42.2M.

  • 292 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q1 2022, up from 284 in Q4 2021.
  • Funds reported $2.64B of First Trust Enhanced Short Maturity ETF stock for Q1 2022, down 0.78% quarter-over-quarter.
  • 36 funds opened new First Trust Enhanced Short Maturity ETF positions in Q1 2022 and 23 closed out, a net change of +13 holders.
  • The largest First Trust Enhanced Short Maturity ETF buyer in Q1 2022 was LPL Financial, an estimated $27M added.
  • The largest First Trust Enhanced Short Maturity ETF seller in Q1 2022 was Jane Street, an estimated $42.2M sold.

Based on aggregated 13F filings for Q1 2022.