First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
85 hedge funds and large institutions have $454M invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 15 reducing their positions, and 10 closing their positions.
1,889% more capital inflows, than outflows
Capital inflows: $121M | Capital outflows: $6.07M
240% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 15
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
8% more funds holding
Funds holding: 79 → 85 (+6)
1.66% more ownership
Funds ownership: 55.6% → 57.26% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$38.3M |
| 2 |
United Capital Financial Advisors
Irving,
Texas
|
+$15.2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$13.5M |
| 4 |
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$11.1M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.09M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$725K |
| 3 |
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$721K |
| 4 |
BerganKDV Wealth Management
Bloomington,
Minnesota
|
-$635K |
| 5 |
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$465K |
LMBS Hedge Fund Activity: Q3 2017 in Review
85 of the 4,023 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 2017, worth a combined $454M — up 33% from $340M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new LMBS positions and 10 closed out — a net gain of 6 holders — while 51 added to existing stakes and 15 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $38.3M. The largest seller was Janney Montgomery Scott, cutting an estimated $1.09M.
- 85 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q3 2017, up from 79 in Q2 2017.
- Funds reported $454M of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q3 2017, up 33% quarter-over-quarter.
- 16 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q3 2017 and 10 closed out, a net change of +6 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q3 2017 was Morgan Stanley, an estimated $38.3M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q3 2017 was Janney Montgomery Scott, an estimated $1.09M sold.
Based on aggregated 13F filings for Q3 2017.