First Trust Enhanced Short Maturity ETF
FTSM
439 hedge funds and large institutions have $4.7B invested in First Trust Enhanced Short Maturity ETF in 2024 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 143 increasing their positions, 181 reducing their positions, and 31 closing their positions.
155% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 31
81% more capital inflows, than outflows
Capital inflows: $537M | Capital outflows: $296M
32% more funds holding in top 10
Funds holding in top 10: 28 → 37 (+9)
10% more funds holding
Funds holding: 400 → 439 (+39)
2.95% more ownership
Funds ownership: 74.77% → 77.72% (+3%)
21% less repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 181
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$29.4M |
| 2 |
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$27.8M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$25.9M |
| 4 |
TCP Asset Management
Columbus,
Ohio
|
+$18.8M |
| 5 |
Holistic Planning
Nacogdoches,
Texas
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GDS Wealth Management
Flower Mound,
Texas
|
-$38M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$21.8M |
| 3 |
Jane Street
New York
|
-$21M |
| 4 |
Simplicity Wealth
Summit,
New Jersey
|
-$13.1M |
| 5 |
Mariner
Overland Park,
Kansas
|
-$12.9M |
FTSM Hedge Fund Activity: Q4 2024 in Review
439 of the 7,622 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q4 2024, worth a combined $4.7B — up 1% from $4.65B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new FTSM positions and 31 closed out — a net gain of 48 holders — while 143 added to existing stakes and 181 trimmed.
The largest buyer was LPL Financial, adding an estimated $29.4M. The largest seller was GDS Wealth Management, cutting an estimated $38M.
- 439 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q4 2024, up from 400 in Q3 2024.
- Funds reported $4.7B of First Trust Enhanced Short Maturity ETF stock for Q4 2024, up 1% quarter-over-quarter.
- 79 funds opened new First Trust Enhanced Short Maturity ETF positions in Q4 2024 and 31 closed out, a net change of +48 holders.
- The largest First Trust Enhanced Short Maturity ETF buyer in Q4 2024 was LPL Financial, an estimated $29.4M added.
- The largest First Trust Enhanced Short Maturity ETF seller in Q4 2024 was GDS Wealth Management, an estimated $38M sold.
Based on aggregated 13F filings for Q4 2024.