First Trust Ultra Short Duration Municipal ETF
FUMB
49 hedge funds and large institutions have $103M invested in First Trust Ultra Short Duration Municipal ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 8 closing their positions.
58% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 12
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
8% more capital invested
Capital invested by funds: $95.2M → $103M (+$7.48M)
7% more funds holding
Funds holding: 46 → 49 (+3)
3.61% more ownership
Funds ownership: 53.93% → 57.54% (+3.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$6.15M |
| 2 |
Morgan Stanley
New York
|
+$5.57M |
| 3 |
LPL Financial
San Diego,
California
|
+$689K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$561K |
| 5 |
APWM
Atlas Private Wealth Management
Albany,
New York
|
+$375K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Strategy Asset Managers
Pasadena,
California
|
-$3.77M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.79M |
| 3 |
Jane Street
New York
|
-$979K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$704K |
| 5 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
-$474K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCA
51
Bay Colony Advisors
Concord,
Massachusetts
| – | -$317K | -15,711 | Closed |
|
|
QWM
52
Quaker Wealth Management
Moorestown,
New Jersey
| – | -$217K | -10,750 | Closed |
|
|
AFP
53
Ausdal Financial Partners
Davenport,
Iowa
| – | -$211K | -10,457 | Closed |
|
|
MAG
54
MRA Advisory Group
Parsippany,
New Jersey
| – | -$208K | -10,314 | Closed |
|
55
UBS Group
Zurich,
Switzerland
| – | -$16K | -772 | Closed |
|
56
Fidelity Investments
Boston,
Massachusetts
| – | +$20 | +1 | New |
|
FUMB Hedge Fund Activity: Q4 2021 in Review
49 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Ultra Short Duration Municipal ETF (FUMB) for Q4 2021, worth a combined $103M — up 7.9% from $95.2M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FUMB positions and 8 closed out — a net gain of 3 holders — while 19 added to existing stakes and 12 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $6.15M. The largest seller was Strategy Asset Managers, exiting entirely with an estimated $3.77M sold.
- 49 institutional investors held First Trust Ultra Short Duration Municipal ETF (FUMB) as of Q4 2021, up from 46 in Q3 2021.
- Funds reported $103M of First Trust Ultra Short Duration Municipal ETF stock for Q4 2021, up 7.9% quarter-over-quarter.
- 11 funds opened new First Trust Ultra Short Duration Municipal ETF positions in Q4 2021 and 8 closed out, a net change of +3 holders.
- The largest First Trust Ultra Short Duration Municipal ETF buyer in Q4 2021 was Citadel Advisors, an estimated $6.15M added.
- The largest First Trust Ultra Short Duration Municipal ETF seller in Q4 2021 was Strategy Asset Managers, an estimated $3.77M sold.
Based on aggregated 13F filings for Q4 2021.