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First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
LMBS
379 hedge funds and large institutions have $4.53B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2021 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 100 increasing their positions, 185 reducing their positions, and 29 closing their positions.
New
Increased
Maintained
Reduced
Closed
138% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 29
9% more funds holding
Funds holding: 349 → 379 (+30)
2.3% more ownership
Funds ownership: 70.45% → 72.75% (+2.3%)
5% less capital invested
Capital invested by funds: $4.76B → $4.53B (-$230M)
3% less funds holding in top 10
Funds holding in top 10: 34 → 33 (-1)
46% less repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 185
Holders
379
Holders Change
+30
Holders Change %
+8.6%
% of All Funds
5.83%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.51%
New
69
Increased
100
Reduced
185
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Jane Street
New York
|
+$87.2M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$27.7M |
| 3 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$24.5M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$22.1M |
| 5 |
OWP
Obermeyer Wealth Partners
Aspen,
Colorado
|
+$13.9M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$129M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$74.8M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$40.1M |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
-$19.5M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$17.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SW
401
SVB Wealth
Boston,
Massachusetts
| – | -$210K | -4,152 | Closed |
|
|
CCG
402
Chatham Capital Group
Savannah,
Georgia
| – | -$202K | -4,000 | Closed |
|
|
HA
403
Herold Advisors
New York
| – | -$146K | -2,900 | Closed |
|
|
KPCM
404
Kings Point Capital Management
Great Neck,
New York
| – | -$101K | -2,000 | Closed |
|
|
FA
405
Flagstar Advisors
New York
| – | -$100K | -1,968 | Closed |
|
|
BHWM
406
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| – | -$59K | -1,167 | Closed |
|
407
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$27.7K | -552 | -99% |
|
|
MHR
408
Matthew Hamilton Rosenberg
| – | -$8K | -165 | Closed |
|
|
IF
409
Ironwood Financial
Tucson,
Arizona
| – | -$6K | -116 | Closed |
|