First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
115 hedge funds and large institutions have $707M invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 25 reducing their positions, and 11 closing their positions.
140% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 25
91% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 11
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
27% more capital invested
Capital invested by funds: $556M → $707M (+$151M)
8% more funds holding
Funds holding: 106 → 115 (+9)
8.11% less ownership
Funds ownership: 68% → 59.89% (-8.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$32.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$28.7M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$21.2M |
| 4 |
Morgan Stanley
New York
|
+$20.3M |
| 5 |
LPL Financial
San Diego,
California
|
+$15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$25.1M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.83M |
| 3 |
Bank of New York Mellon
New York
|
-$2.66M |
| 4 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$2.58M |
| 5 |
SCA
Snowden Capital Advisors
New York
|
-$1.22M |
LMBS Hedge Fund Activity: Q1 2018 in Review
115 of the 4,373 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 Q1 2018, worth a combined $707M — up 27% from $556M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new LMBS positions and 11 closed out — a net gain of 10 holders — while 60 added to existing stakes and 25 trimmed.
The largest buyer was Wells Fargo, adding an estimated $32.2M. The largest seller was WBI Investments, cutting an estimated $25.1M.
- 115 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q1 2018, up from 106 in Q4 2017.
- Funds reported $707M of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q1 2018, up 27% quarter-over-quarter.
- 21 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q1 2018 and 11 closed out, a net change of +10 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q1 2018 was Wells Fargo, an estimated $32.2M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q1 2018 was WBI Investments, an estimated $25.1M sold.
Based on aggregated 13F filings for Q1 2018.