First Trust Enhanced Short Maturity ETF
FTSM
320 hedge funds and large institutions have $3.78B invested in First Trust Enhanced Short Maturity ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 125 increasing their positions, 106 reducing their positions, and 24 closing their positions.
138% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 24
75% more funds holding in top 10
Funds holding in top 10: 16 → 28 (+12)
43% more capital invested
Capital invested by funds: $2.64B → $3.78B (+$1.14B)
18% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 106
10% more funds holding
Funds holding: 291 → 320 (+29)
9.42% more ownership
Funds ownership: 64.91% → 74.33% (+9.4%)
44% less call options, than puts
Call options by funds: $5K | Put options by funds: $9K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$143M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$123M |
| 3 |
Morgan Stanley
New York
|
+$113M |
| 4 |
LPL Financial
San Diego,
California
|
+$70.4M |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$69.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFWA
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
-$11.3M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$8.82M |
| 3 |
Jane Street
New York
|
-$6.64M |
| 4 |
PBF
Petix & Botte Financial
La Mesa,
California
|
-$5.51M |
| 5 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$5.19M |
FTSM Hedge Fund Activity: Q2 2022 in Review
320 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q2 2022, worth a combined $3.78B — up 43% from $2.64B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new FTSM positions and 24 closed out — a net gain of 33 holders — while 125 added to existing stakes and 106 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $143M. The largest seller was Summit Financial Wealth Advisors, cutting an estimated $11.3M.
- 320 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q2 2022, up from 291 in Q1 2022.
- Funds reported $3.78B of First Trust Enhanced Short Maturity ETF stock for Q2 2022, up 43% quarter-over-quarter.
- 57 funds opened new First Trust Enhanced Short Maturity ETF positions in Q2 2022 and 24 closed out, a net change of +33 holders.
- The largest First Trust Enhanced Short Maturity ETF buyer in Q2 2022 was First Trust Advisors, an estimated $143M added.
- The largest First Trust Enhanced Short Maturity ETF seller in Q2 2022 was Summit Financial Wealth Advisors, an estimated $11.3M sold.
Based on aggregated 13F filings for Q2 2022.