First Trust Enhanced Short Maturity ETF
FTSM
418 hedge funds and large institutions have $5.42B invested in First Trust Enhanced Short Maturity ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 108 increasing their positions, 212 reducing their positions, and 33 closing their positions.
88% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 33
10% more funds holding in top 10
Funds holding in top 10: 41 → 45 (+4)
7% more funds holding
Funds holding: 391 → 418 (+27)
0.93% more ownership
Funds ownership: 74.18% → 75.11% (+0.93%)
1% less capital invested
Capital invested by funds: $5.49B → $5.42B (-$73.2M)
49% less repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 212
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$92M |
| 2 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$32.6M |
| 3 |
Renaissance Technologies
New York
|
+$27.1M |
| 4 |
GWM
GDS Wealth Management
Flower Mound,
Texas
|
+$23.5M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$14.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$57.8M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$47.4M |
| 3 |
Morgan Stanley
New York
|
-$32.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$21.3M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$18.1M |
FTSM Hedge Fund Activity: Q4 2023 in Review
418 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q4 2023, worth a combined $5.42B — down 1.3% from $5.49B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new FTSM positions and 33 closed out — a net gain of 29 holders — while 108 added to existing stakes and 212 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $92M. The largest seller was Wells Fargo, cutting an estimated $57.8M.
- 418 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q4 2023, up from 391 in Q3 2023.
- Funds reported $5.42B of First Trust Enhanced Short Maturity ETF stock for Q4 2023, down 1.3% quarter-over-quarter.
- 62 funds opened new First Trust Enhanced Short Maturity ETF positions in Q4 2023 and 33 closed out, a net change of +29 holders.
- The largest First Trust Enhanced Short Maturity ETF buyer in Q4 2023 was First Trust Advisors, an estimated $92M added.
- The largest First Trust Enhanced Short Maturity ETF seller in Q4 2023 was Wells Fargo, an estimated $57.8M sold.
Based on aggregated 13F filings for Q4 2023.