First Trust Enhanced Short Maturity ETF
FTSM
391 hedge funds and large institutions have $5.49B invested in First Trust Enhanced Short Maturity ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 124 increasing their positions, 191 reducing their positions, and 36 closing their positions.
11% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 36
1% more funds holding
Funds holding: 389 → 391 (+2)
2.46% less ownership
Funds ownership: 76.64% → 74.18% (-2.5%)
7% less funds holding in top 10
Funds holding in top 10: 44 → 41 (-3)
10% less capital invested
Capital invested by funds: $6.11B → $5.49B (-$622M)
35% less repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 191
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$26.4M |
| 2 |
AC
Avestar Capital
New York
|
+$19.3M |
| 3 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
+$18.5M |
| 4 |
CCP
Cassia Capital Partners
Winston Salem,
North Carolina
|
+$16.4M |
| 5 |
Cerity Partners
New York
|
+$16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$108M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$97.9M |
| 3 |
Jane Street
New York
|
-$81.5M |
| 4 |
JAWM
J. Arnold Wealth Management
Youngstown,
Ohio
|
-$78.7M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$54.3M |
FTSM Hedge Fund Activity: Q3 2023 in Review
391 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q3 2023, worth a combined $5.49B — down 10% from $6.11B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new FTSM positions and 36 closed out — a net gain of 4 holders — while 124 added to existing stakes and 191 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $26.4M. The largest seller was Morgan Stanley, cutting an estimated $108M.
- 391 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q3 2023, up from 389 in Q2 2023.
- Funds reported $5.49B of First Trust Enhanced Short Maturity ETF stock for Q3 2023, down 10% quarter-over-quarter.
- 40 funds opened new First Trust Enhanced Short Maturity ETF positions in Q3 2023 and 36 closed out, a net change of +4 holders.
- The largest First Trust Enhanced Short Maturity ETF buyer in Q3 2023 was Osaic Holdings, an estimated $26.4M added.
- The largest First Trust Enhanced Short Maturity ETF seller in Q3 2023 was Morgan Stanley, an estimated $108M sold.
Based on aggregated 13F filings for Q3 2023.