First Trust Ultra Short Duration Municipal ETF
FUMB
87 hedge funds and large institutions have $149M invested in First Trust Ultra Short Duration Municipal ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 9 closing their positions.
228% more capital inflows, than outflows
Capital inflows: $23M | Capital outflows: $6.99M
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
27% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 26
5% more funds holding
Funds holding: 83 → 87 (+4)
3.73% more ownership
Funds ownership: 69.4% → 73.13% (+3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
XML Financial
Bethesda,
Maryland
|
+$9.7M |
| 2 |
Morgan Stanley
New York
|
+$2.13M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$2.08M |
| 4 |
Kestra Private Wealth Services
Austin,
Texas
|
+$1M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$862K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSG Advisors
Mount Laurel,
New Jersey
|
-$721K |
| 2 |
Naviter Wealth
Little Rock,
Arkansas
|
-$680K |
| 3 |
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$632K |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$608K |
| 5 |
JP Morgan Chase
New York
|
-$532K |
FUMB Hedge Fund Activity: Q2 2025 in Review
87 of the 7,630 institutional investors tracked by Wall St. Rank reported a position in First Trust Ultra Short Duration Municipal ETF (FUMB) for Q2 2025, worth a combined $149M — up 12% from $133M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FUMB positions and 9 closed out — a net gain of 4 holders — while 33 added to existing stakes and 26 trimmed.
The largest buyer was XML Financial, opening a new position worth an estimated $9.7M. The largest seller was GSG Advisors, cutting an estimated $721K.
- 87 institutional investors held First Trust Ultra Short Duration Municipal ETF (FUMB) as of Q2 2025, up from 83 in Q1 2025.
- Funds reported $149M of First Trust Ultra Short Duration Municipal ETF stock for Q2 2025, up 12% quarter-over-quarter.
- 13 funds opened new First Trust Ultra Short Duration Municipal ETF positions in Q2 2025 and 9 closed out, a net change of +4 holders.
- The largest First Trust Ultra Short Duration Municipal ETF buyer in Q2 2025 was XML Financial, an estimated $9.7M added.
- The largest First Trust Ultra Short Duration Municipal ETF seller in Q2 2025 was GSG Advisors, an estimated $721K sold.
Based on aggregated 13F filings for Q2 2025.