First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
36 hedge funds and large institutions have $117M invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 2 closing their positions.
850% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 2
253% more capital invested
Capital invested by funds: $33.2M → $117M (+$84M)
225% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 4
89% more funds holding
Funds holding: 19 → 36 (+17)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$30.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$19M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.65M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.12M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$4.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$949K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$678K |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$511K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$81.7K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$39.5K |
LMBS Hedge Fund Activity: Q3 2016 in Review
36 of the 3,759 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 2016, worth a combined $117M — up 253% from $33.2M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new LMBS positions and 2 closed out — a net gain of 17 holders — while 13 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $30.4M. The largest seller was Jane Street, exiting entirely with an estimated $949K sold.
- 36 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q3 2016, up from 19 in Q2 2016.
- Funds reported $117M of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q3 2016, up 253% quarter-over-quarter.
- 19 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q3 2016 and 2 closed out, a net change of +17 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q3 2016 was Morgan Stanley, an estimated $30.4M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q3 2016 was Jane Street, an estimated $949K sold.
Based on aggregated 13F filings for Q3 2016.