First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
378 hedge funds and large institutions have $3.78B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 143 increasing their positions, 175 reducing their positions, and 29 closing their positions.
2.63% more ownership
Funds ownership: 72.11% → 74.74% (+2.6%)
1% more capital invested
Capital invested by funds: $3.75B → $3.78B (+$35.6M)
0% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 29
1% less funds holding
Funds holding: 383 → 378 (-5)
16% less funds holding in top 10
Funds holding in top 10: 37 → 31 (-6)
18% less repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 175
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFG
Independent Financial Group
San Diego,
California
|
+$54.6M |
| 2 |
AFA
American Financial Advisors
Marietta,
Georgia
|
+$27.2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$26.4M |
| 4 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$20.8M |
| 5 |
LPL Financial
San Diego,
California
|
+$14.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$18.4M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$16M |
| 3 |
JP Morgan Chase
New York
|
-$11.8M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$11.2M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$8.54M |
LMBS Hedge Fund Activity: Q3 2022 in Review
378 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) for Q3 2022, worth a combined $3.78B — up 0.95% from $3.75B a quarter earlier.
Fund positioning in LMBS was balanced in Q3 2022: 29 funds opened new positions, 29 closed out, 143 added to existing stakes and 175 trimmed.
The largest buyer was Independent Financial Group, adding an estimated $54.6M. The largest seller was Morgan Stanley, cutting an estimated $18.4M.
- 378 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q3 2022, down from 383 in Q2 2022.
- Funds reported $3.78B of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q3 2022, up 0.95% quarter-over-quarter.
- 29 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q3 2022 and 29 closed out, a net change of 0 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q3 2022 was Independent Financial Group, an estimated $54.6M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q3 2022 was Morgan Stanley, an estimated $18.4M sold.
Based on aggregated 13F filings for Q3 2022.