First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
106 hedge funds and large institutions have $556M invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 10 closing their positions.
210% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 10
104% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 23
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
25% more funds holding
Funds holding: 85 → 106 (+21)
22% more capital invested
Capital invested by funds: $454M → $556M (+$102M)
10.74% more ownership
Funds ownership: 57.26% → 68% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$43.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$18.2M |
| 3 |
Morgan Stanley
New York
|
+$17.5M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$10.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$5.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$21.3M |
| 2 |
IH
IFC Holdings
Tampa,
Florida
|
-$3.17M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.89M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.18M |
| 5 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$1.77M |
LMBS Hedge Fund Activity: Q4 2017 in Review
106 of the 4,409 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 Q4 2017, worth a combined $556M — up 22% from $454M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new LMBS positions and 10 closed out — a net gain of 21 holders — while 47 added to existing stakes and 23 trimmed.
The largest buyer was WBI Investments, opening a new position worth an estimated $43.4M. The largest seller was Advocacy Wealth Management Services, cutting an estimated $21.3M.
- 106 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q4 2017, up from 85 in Q3 2017.
- Funds reported $556M of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q4 2017, up 22% quarter-over-quarter.
- 31 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q4 2017 and 10 closed out, a net change of +21 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q4 2017 was WBI Investments, an estimated $43.4M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q4 2017 was Advocacy Wealth Management Services, an estimated $21.3M sold.
Based on aggregated 13F filings for Q4 2017.