First Trust Ultra Short Duration Municipal ETF
FUMB
85 hedge funds and large institutions have $161M invested in First Trust Ultra Short Duration Municipal ETF in 2026 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 11 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 26
2% more capital invested
Capital invested by funds: $159M → $161M (+$2.67M)
1.64% less ownership
Funds ownership: 66.78% → 65.14% (-1.6%)
3% less funds holding
Funds holding: 88 → 85 (-3)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
GSG Advisors
Mount Laurel,
New Jersey
|
+$10.1M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$7.12M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.26M |
| 4 |
Morgan Stanley
New York
|
+$2.35M |
| 5 |
WWWM
White Wing Wealth Management
The Wodlands,
Texas
|
+$1.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
XF
XML Financial
Bethesda,
Maryland
|
-$10.3M |
| 2 |
LPL Financial
San Diego,
California
|
-$4.56M |
| 3 |
GWP
Gateway Wealth Partners
Appleton,
Wisconsin
|
-$3.03M |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$2.2M |
| 5 |
JP Morgan Chase
New York
|
-$2.09M |
FUMB Hedge Fund Activity: Q2 2026 in Review
85 of the 8,316 institutional investors tracked by Wall St. Rank reported a position in First Trust Ultra Short Duration Municipal ETF (FUMB) for Q2 2026, worth a combined $161M — up 1.7% from $159M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of FUMB and 9 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 35 added.
The largest buyer was GSG Advisors, adding an estimated $10.1M. The largest seller was XML Financial, cutting an estimated $10.3M.
- 85 institutional investors held First Trust Ultra Short Duration Municipal ETF (FUMB) as of Q2 2026, down from 88 in Q1 2026.
- Funds reported $161M of First Trust Ultra Short Duration Municipal ETF stock for Q2 2026, up 1.7% quarter-over-quarter.
- 9 funds opened new First Trust Ultra Short Duration Municipal ETF positions in Q2 2026 and 11 closed out, a net change of -2 holders.
- The largest First Trust Ultra Short Duration Municipal ETF buyer in Q2 2026 was GSG Advisors, an estimated $10.1M added.
- The largest First Trust Ultra Short Duration Municipal ETF seller in Q2 2026 was XML Financial, an estimated $10.3M sold.
Based on aggregated 13F filings for Q2 2026.