First Trust Enhanced Short Maturity ETF
FTSM
394 hedge funds and large institutions have $4.77B invested in First Trust Enhanced Short Maturity ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 136 increasing their positions, 183 reducing their positions, and 38 closing their positions.
3% more funds holding in top 10
Funds holding in top 10: 32 → 33 (+1)
5% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 38
0.35% less ownership
Funds ownership: 75.89% → 75.53% (-0.35%)
1% less funds holding
Funds holding: 398 → 394 (-4)
26% less repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 183
34% less capital inflows, than outflows
Capital inflows: $273M | Capital outflows: $411M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$31.7M |
| 2 |
GDS Wealth Management
Flower Mound,
Texas
|
+$19.6M |
| 3 |
Financial Enhancement Group
Anderson,
Indiana
|
+$18.8M |
| 4 |
Raymond James & Associates
St Petersburg,
Florida
|
+$11.5M |
| 5 |
Relative Value Partners Group
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$70.4M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$56.4M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$29.3M |
| 4 |
Prospera Financial Services
Dallas,
Texas
|
-$23.4M |
| 5 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$18.8M |
FTSM Hedge Fund Activity: Q2 2024 in Review
394 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q2 2024, worth a combined $4.77B — down 5.4% from $5.04B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new FTSM positions and 38 closed out — a net gain of 2 holders — while 136 added to existing stakes and 183 trimmed.
The largest buyer was LPL Financial, adding an estimated $31.7M. The largest seller was Morgan Stanley, cutting an estimated $70.4M.
- 394 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q2 2024, down from 398 in Q1 2024.
- Funds reported $4.77B of First Trust Enhanced Short Maturity ETF stock for Q2 2024, down 5.4% quarter-over-quarter.
- 40 funds opened new First Trust Enhanced Short Maturity ETF positions in Q2 2024 and 38 closed out, a net change of +2 holders.
- The largest First Trust Enhanced Short Maturity ETF buyer in Q2 2024 was LPL Financial, an estimated $31.7M added.
- The largest First Trust Enhanced Short Maturity ETF seller in Q2 2024 was Morgan Stanley, an estimated $70.4M sold.
Based on aggregated 13F filings for Q2 2024.