First Trust Ultra Short Duration Municipal ETF
FUMB
FUMB
89 hedge funds and large institutions have $172M invested in First Trust Ultra Short Duration Municipal ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 46 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
11% less capital invested
Capital invested by funds: $192M → $172M (-$20.5M)
61% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 46
Holders
89
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$1.8M | |
| 2 | +$582K | |
| 3 | +$475K | |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$458K |
| 5 |
APWM
Atlas Private Wealth Management
Albany,
New York
|
+$341K |
Top Sellers
| 1 | -$11.1M | |
| 2 | -$2.16M | |
| 3 | -$1.71M | |
| 4 |
Rockefeller Capital Management
New York
|
-$1.61M |
| 5 |
Morgan Stanley
New York
|
-$1.5M |