First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
19 hedge funds and large institutions have $33.2M invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
36% more funds holding
Funds holding: 14 → 19 (+5)
28% more capital invested
Capital invested by funds: $25.9M → $33.2M (+$7.25M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.66M |
| 2 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$4.17M |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$2.33M |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$1.58M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$889K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$6.94M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$3.35M |
| 3 |
Jane Street
New York
|
-$1.28M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$157K |
| 5 |
AIG
American International Group
New York
|
-$48K |
LMBS Hedge Fund Activity: Q2 2016 in Review
19 of the 3,756 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 Q2 2016, worth a combined $33.2M — up 28% from $25.9M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new LMBS positions and 3 closed out — a net gain of 5 holders — while 8 added to existing stakes and 3 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $5.66M. The largest seller was IFP Advisors, exiting entirely with an estimated $6.94M sold.
- 19 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q2 2016, up from 14 in Q1 2016.
- Funds reported $33.2M of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q2 2016, up 28% quarter-over-quarter.
- 8 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q2 2016 and 3 closed out, a net change of +5 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q2 2016 was Morgan Stanley, an estimated $5.66M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q2 2016 was IFP Advisors, an estimated $6.94M sold.
Based on aggregated 13F filings for Q2 2016.