First Trust Ultra Short Duration Municipal ETF
FUMB
83 hedge funds and large institutions have $133M invested in First Trust Ultra Short Duration Municipal ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 14 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 27
4.94% less ownership
Funds ownership: 74.34% → 69.4% (-4.9%)
6% less funds holding
Funds holding: 88 → 83 (-5)
9% less capital invested
Capital invested by funds: $147M → $133M (-$13.9M)
29% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$8.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.1M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.24M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.19M |
| 5 |
IIL
Insight Inv LLC
El Segundo,
California
|
+$1.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
-$8.5M |
| 2 |
NP
Nilsine Partners
Greenwood Village,
Colorado
|
-$4.72M |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$3.92M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$3.76M |
| 5 |
Morgan Stanley
New York
|
-$3.37M |
FUMB Hedge Fund Activity: Q1 2025 in Review
83 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in First Trust Ultra Short Duration Municipal ETF (FUMB) for Q1 2025, worth a combined $133M — down 9.5% from $147M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of FUMB and 10 opened new positions — a net loss of 4 holders — while 27 trimmed existing stakes and 27 added.
The largest buyer was Wells Fargo, adding an estimated $8.2M. The largest seller was Rockefeller Capital Management, cutting an estimated $8.5M.
- 83 institutional investors held First Trust Ultra Short Duration Municipal ETF (FUMB) as of Q1 2025, down from 88 in Q4 2024.
- Funds reported $133M of First Trust Ultra Short Duration Municipal ETF stock for Q1 2025, down 9.5% quarter-over-quarter.
- 10 funds opened new First Trust Ultra Short Duration Municipal ETF positions in Q1 2025 and 14 closed out, a net change of -4 holders.
- The largest First Trust Ultra Short Duration Municipal ETF buyer in Q1 2025 was Wells Fargo, an estimated $8.2M added.
- The largest First Trust Ultra Short Duration Municipal ETF seller in Q1 2025 was Rockefeller Capital Management, an estimated $8.5M sold.
Based on aggregated 13F filings for Q1 2025.