First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
387 hedge funds and large institutions have $3.47B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 182 increasing their positions, 136 reducing their positions, and 27 closing their positions.
34% more repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 136
22% more funds holding in top 10
Funds holding in top 10: 23 → 28 (+5)
19% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 27
10% more capital invested
Capital invested by funds: $3.15B → $3.47B (+$322M)
1% more funds holding
Funds holding: 385 → 387 (+2)
0.04% less ownership
Funds ownership: 76.74% → 76.7% (-0.04%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$45.5M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$35.2M |
| 3 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
+$32.1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$21.3M |
| 5 |
HIS
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
+$20.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$13.3M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$12.8M |
| 3 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$10.7M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$10.4M |
| 5 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$9.13M |
LMBS Hedge Fund Activity: Q3 2024 in Review
387 of the 6,964 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 2024, worth a combined $3.47B — up 10% from $3.15B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new LMBS positions and 27 closed out — a net gain of 5 holders — while 182 added to existing stakes and 136 trimmed.
The largest buyer was LPL Financial, adding an estimated $45.5M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $13.3M.
- 387 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q3 2024, up from 385 in Q2 2024.
- Funds reported $3.47B of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q3 2024, up 10% quarter-over-quarter.
- 32 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q3 2024 and 27 closed out, a net change of +5 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q3 2024 was LPL Financial, an estimated $45.5M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q3 2024 was Raymond James Financial Services Advisors, an estimated $13.3M sold.
Based on aggregated 13F filings for Q3 2024.