First Trust Enhanced Short Maturity ETF
FTSM
401 hedge funds and large institutions have $6.35B invested in First Trust Enhanced Short Maturity ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 171 increasing their positions, 154 reducing their positions, and 26 closing their positions.
81% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 26
11% more repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 154
6% more capital invested
Capital invested by funds: $6.01B → $6.35B (+$340M)
4% more funds holding
Funds holding: 386 → 401 (+15)
0.56% less ownership
Funds ownership: 79.36% → 78.8% (-0.56%)
6% less funds holding in top 10
Funds holding in top 10: 50 → 47 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Tucker Asset Management
Littleton,
Colorado
|
+$88.5M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$69.6M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$51.3M |
| 4 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$37.9M |
| 5 |
CASC
Coppell Advisory Solutions Corp
Coppell,
Texas
|
+$37.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$96.4M |
| 2 |
Jane Street
New York
|
-$43.9M |
| 3 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
-$42.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$29.4M |
| 5 |
MF
Manchester Financial
Westlake Village,
California
|
-$26M |
FTSM Hedge Fund Activity: Q1 2023 in Review
401 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q1 2023, worth a combined $6.35B — up 5.7% from $6.01B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new FTSM positions and 26 closed out — a net gain of 21 holders — while 171 added to existing stakes and 154 trimmed.
The largest buyer was Tucker Asset Management, adding an estimated $88.5M. The largest seller was First Trust Advisors, cutting an estimated $96.4M.
- 401 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q1 2023, up from 386 in Q4 2022.
- Funds reported $6.35B of First Trust Enhanced Short Maturity ETF stock for Q1 2023, up 5.7% quarter-over-quarter.
- 47 funds opened new First Trust Enhanced Short Maturity ETF positions in Q1 2023 and 26 closed out, a net change of +21 holders.
- The largest First Trust Enhanced Short Maturity ETF buyer in Q1 2023 was Tucker Asset Management, an estimated $88.5M added.
- The largest First Trust Enhanced Short Maturity ETF seller in Q1 2023 was First Trust Advisors, an estimated $96.4M sold.
Based on aggregated 13F filings for Q1 2023.