First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
10 hedge funds and large institutions have $4.68M invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
224% more capital invested
Capital invested by funds: $1.45M → $4.68M (+$3.23M)
25% more funds holding
Funds holding: 8 → 10 (+2)
Top Buyers
Top Sellers
| 1 |
SAM
Stringer Asset Management
Memphis,
Tennessee
|
-$475K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$287K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Envestnet Asset Management
Chicago,
Illinois
| $1.76M | +$1.76M | +35,027 | New |
|
|
VKH
2
Virtu KCG Holdings
New York
| $1.02M | +$1.02M | +20,333 | New |
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $636K | +$637K | +12,648 | New |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $589K | -$287K | -5,694 | -33% |
|
|
FIM
5
Freedom Investment Management
Hartford,
Connecticut
| $549K | +$2.04M | +40,488 | New |
|
|
MFS
6
MSI Financial Services
Springfield,
Massachusetts
| $76K | +$10.4K | +206 | +16% |
|
7
UBS Group
Zurich,
Switzerland
| $28K | +$17.6K | +349 | +162% |
|
8
Bank of America
Charlotte,
North Carolina
| $12K | +$5.09K | +101 | +73% |
|
|
AIG
9
American International Group
New York
| $4K | +$655 | +13 | +21% |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $2K | +$504 | +10 | +50% |
|
|
SAM
11
Stringer Asset Management
Memphis,
Tennessee
| – | -$475K | -9,430 | Closed |
|
LMBS Hedge Fund Activity: Q3 2015 in Review
10 of the 3,582 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 2015, worth a combined $4.68M — up 224% from $1.45M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new LMBS positions and 1 closed out — a net gain of 3 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Freedom Investment Management, opening a new position worth an estimated $2.04M. The largest seller was Stringer Asset Management, exiting entirely with an estimated $475K sold.
- 10 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q3 2015, up from 8 in Q2 2015.
- Funds reported $4.68M of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q3 2015, up 224% quarter-over-quarter.
- 4 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q3 2015 and 1 closed out, a net change of +3 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q3 2015 was Freedom Investment Management, an estimated $2.04M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q3 2015 was Stringer Asset Management, an estimated $475K sold.
Based on aggregated 13F filings for Q3 2015.