First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
9 hedge funds and large institutions have $6.63M invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2015 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 2 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
42% more capital invested
Capital invested by funds: $4.68M → $6.63M (+$1.95M)
10% less funds holding
Funds holding: 10 → 9 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$1.39M |
| 2 |
LPL Financial
San Diego,
California
|
+$200K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$163K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.56K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$604 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$636K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$545K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$78K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$28K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$24.3K |
LMBS Hedge Fund Activity: Q4 2015 in Review
9 of the 3,824 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 2015, worth a combined $6.63M — up 42% from $4.68M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of LMBS and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 5 added.
The largest buyer was Freedom Investment Management, adding an estimated $1.39M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $636K sold.
- 9 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q4 2015, down from 10 in Q3 2015.
- Funds reported $6.63M of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q4 2015, up 42% quarter-over-quarter.
- 1 fund opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q4 2015 and 2 closed out, a net change of -1 holder.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q4 2015 was Freedom Investment Management, an estimated $1.39M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q4 2015 was Susquehanna International Group, an estimated $636K sold.
Based on aggregated 13F filings for Q4 2015.