First Trust Enhanced Short Maturity ETF
FTSM
398 hedge funds and large institutions have $4.63B invested in First Trust Enhanced Short Maturity ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 120 increasing their positions, 198 reducing their positions, and 36 closing their positions.
31% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 36
2% more funds holding
Funds holding: 392 → 398 (+6)
0.82% less ownership
Funds ownership: 75.37% → 74.55% (-0.82%)
3% less capital invested
Capital invested by funds: $4.75B → $4.63B (-$121M)
15% less funds holding in top 10
Funds holding in top 10: 33 → 28 (-5)
39% less repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 198
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
GDS Wealth Management
Flower Mound,
Texas
|
+$59.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$21.8M |
| 3 |
Morgan Stanley
New York
|
+$13.1M |
| 4 |
JP Morgan Chase
New York
|
+$12.4M |
| 5 |
BI
Bramshill Investments
Naples,
Florida
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$22.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$18.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$17.1M |
| 4 |
HIS
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
-$15.6M |
| 5 |
Jane Street
New York
|
-$15.4M |
FTSM Hedge Fund Activity: Q3 2024 in Review
398 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q3 2024, worth a combined $4.63B — down 2.5% from $4.75B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new FTSM positions and 36 closed out — a net gain of 11 holders — while 120 added to existing stakes and 198 trimmed.
The largest buyer was GDS Wealth Management, adding an estimated $59.2M. The largest seller was Wells Fargo, cutting an estimated $22.9M.
- 398 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q3 2024, up from 392 in Q2 2024.
- Funds reported $4.63B of First Trust Enhanced Short Maturity ETF stock for Q3 2024, down 2.5% quarter-over-quarter.
- 47 funds opened new First Trust Enhanced Short Maturity ETF positions in Q3 2024 and 36 closed out, a net change of +11 holders.
- The largest First Trust Enhanced Short Maturity ETF buyer in Q3 2024 was GDS Wealth Management, an estimated $59.2M added.
- The largest First Trust Enhanced Short Maturity ETF seller in Q3 2024 was Wells Fargo, an estimated $22.9M sold.
Based on aggregated 13F filings for Q3 2024.