First Trust Enhanced Short Maturity ETF
FTSM
344 hedge funds and large institutions have $4.53B invested in First Trust Enhanced Short Maturity ETF in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 155 increasing their positions, 106 reducing their positions, and 26 closing their positions.
119% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 26
46% more repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 106
21% more funds holding in top 10
Funds holding in top 10: 28 → 34 (+6)
20% more capital invested
Capital invested by funds: $3.77B → $4.53B (+$764M)
7% more funds holding
Funds holding: 321 → 344 (+23)
1.76% less ownership
Funds ownership: 74.33% → 72.57% (-1.8%)
44% less call options, than puts
Call options by funds: $5K | Put options by funds: $9K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$157M |
| 2 |
LPL Financial
San Diego,
California
|
+$145M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$123M |
| 4 |
MF
Manchester Financial
Westlake Village,
California
|
+$61.5M |
| 5 |
AWS
Atria Wealth Solutions
New York
|
+$42.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$46.7M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$41.3M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$33.8M |
| 4 |
PG
Prostatis Group
Hanover,
Maryland
|
-$25.7M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$15.7M |
FTSM Hedge Fund Activity: Q3 2022 in Review
344 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q3 2022, worth a combined $4.53B — up 20% from $3.77B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new FTSM positions and 26 closed out — a net gain of 31 holders — while 155 added to existing stakes and 106 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $157M. The largest seller was Prospera Financial Services, cutting an estimated $46.7M.
- 344 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q3 2022, up from 321 in Q2 2022.
- Funds reported $4.53B of First Trust Enhanced Short Maturity ETF stock for Q3 2022, up 20% quarter-over-quarter.
- 57 funds opened new First Trust Enhanced Short Maturity ETF positions in Q3 2022 and 26 closed out, a net change of +31 holders.
- The largest First Trust Enhanced Short Maturity ETF buyer in Q3 2022 was Morgan Stanley, an estimated $157M added.
- The largest First Trust Enhanced Short Maturity ETF seller in Q3 2022 was Prospera Financial Services, an estimated $46.7M sold.
Based on aggregated 13F filings for Q3 2022.