First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
70 hedge funds and large institutions have $268M invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2017 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 6 closing their positions.
350% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 6
50% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 16
40% more funds holding
Funds holding: 50 → 70 (+20)
32% more capital invested
Capital invested by funds: $202M → $268M (+$65.3M)
19.32% more ownership
Funds ownership: 57.43% → 76.75% (+19%)
Top Buyers
Top Sellers
LMBS Hedge Fund Activity: Q1 2017 in Review
70 of the 4,017 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 Q1 2017, worth a combined $268M — up 32% from $202M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new LMBS positions and 6 closed out — a net gain of 21 holders — while 24 added to existing stakes and 16 trimmed.
The largest buyer was Advocacy Wealth Management Services, opening a new position worth an estimated $18.7M. The largest seller was Mariner Independent Advisor Network, exiting entirely with an estimated $10.6M sold.
- 70 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q1 2017, up from 50 in Q4 2016.
- Funds reported $268M of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q1 2017, up 32% quarter-over-quarter.
- 27 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q1 2017 and 6 closed out, a net change of +21 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q1 2017 was Advocacy Wealth Management Services, an estimated $18.7M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q1 2017 was Mariner Independent Advisor Network, an estimated $10.6M sold.
Based on aggregated 13F filings for Q1 2017.