First Trust Ultra Short Duration Municipal ETF
FUMB
FUMB
87 hedge funds and large institutions have $192M invested in First Trust Ultra Short Duration Municipal ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 32 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
less funds holding
Funds holding: →
8% less capital invested
Capital invested by funds: $208M → $192M (-$15.6M)
19% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 32
Holders
87
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$22.4M | |
| 2 | +$7.4M | |
| 3 | +$1.91M | |
| 4 |
NW
Naviter Wealth
Little Rock,
Arkansas
|
+$1.73M |
| 5 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$1.2M |
Top Sellers
| 1 | -$20M | |
| 2 | -$6.56M | |
| 3 | -$6.28M | |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.37M |
| 5 |
Morgan Stanley
New York
|
-$3.89M |