First Trust Ultra Short Duration Municipal ETF
FUMB
FUMB
90 hedge funds and large institutions have $208M invested in First Trust Ultra Short Duration Municipal ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 35 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: →
2% less capital invested
Capital invested by funds: $211M → $208M (-$3.6M)
9% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 35
Holders
90
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$4.03M | |
| 2 | +$4.02M | |
| 3 | +$1.32M | |
| 4 |
APWM
Atlas Private Wealth Management
Albany,
New York
|
+$1.3M |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$1.14M |
Top Sellers
| 1 | -$10.2M | |
| 2 | -$3.27M | |
| 3 | -$1.71M | |
| 4 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
-$1.29M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.04M |