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First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
LMBS
309 hedge funds and large institutions have $4.48B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 161 increasing their positions, 89 reducing their positions, and 20 closing their positions.
New
Increased
Maintained
Reduced
Closed
81% more repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 89
30% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 20
9% more capital invested
Capital invested by funds: $4.12B → $4.48B (+$359M)
3% more funds holding in top 10
Funds holding in top 10: 32 → 33 (+1)
2% more funds holding
Funds holding: 304 → 309 (+5)
0.1% less ownership
Funds ownership: 73.9% → 73.8% (-0.1%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $553K
Holders
309
Holders Change
+5
Holders Change %
+1.64%
% of All Funds
6.23%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.67%
New
26
Increased
161
Reduced
89
Closed
20
Calls
–
Puts
$553K
Net Calls
-$553K
Net Calls Change
-$553K
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$53.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$43.6M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$24.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$20.9M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$20.7M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VFA
326
Valeo Financial Advisors
Carmel,
Indiana
| – | -$41K | -784 | Closed |
|
327
Fidelity Investments
Boston,
Massachusetts
| – | -$8.8K | -170 | -99% |
|
|
WR
328
Watson Rebecca
| – | -$8K | -150 | Closed |
|
|
QCG
329
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$5K | -96 | Closed |
|