First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
269 hedge funds and large institutions have $2.66B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2019 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 127 increasing their positions, 53 reducing their positions, and 21 closing their positions.
210% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 21
140% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 53
60% more funds holding in top 10
Funds holding in top 10: 15 → 24 (+9)
16% more funds holding
Funds holding: 231 → 269 (+38)
16% more capital invested
Capital invested by funds: $2.3B → $2.66B (+$364M)
1.47% more ownership
Funds ownership: 65.73% → 67.19% (+1.5%)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$94.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$28.5M |
| 3 |
IWA
Inspirion Wealth Advisors
Libertyville,
Illinois
|
+$25.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$24.8M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$19.7M |
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$22.6M |
| 2 |
Jane Street
New York
|
-$10.2M |
| 3 |
TCM
TD Capital Management
Memphis,
Tennessee
|
-$9.17M |
| 4 |
AFA
American Financial Advisors
Marietta,
Georgia
|
-$3.16M |
| 5 |
KCM
Karp Capital Management
Sausalito,
California
|
-$3.11M |
LMBS Hedge Fund Activity: Q4 2019 in Review
269 of the 5,075 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 2019, worth a combined $2.66B — up 16% from $2.3B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new LMBS positions and 21 closed out — a net gain of 44 holders — while 127 added to existing stakes and 53 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $94.5M. The largest seller was UBS Group, cutting an estimated $22.6M.
- 269 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q4 2019, up from 231 in Q3 2019.
- Funds reported $2.66B of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q4 2019, up 16% quarter-over-quarter.
- 65 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q4 2019 and 21 closed out, a net change of +44 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q4 2019 was Morgan Stanley, an estimated $94.5M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q4 2019 was UBS Group, an estimated $22.6M sold.
Based on aggregated 13F filings for Q4 2019.