First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
125 hedge funds and large institutions have $843M invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 25 reducing their positions, and 8 closing their positions.
175% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 8
164% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 25
19% more capital invested
Capital invested by funds: $707M → $843M (+$136M)
9% more funds holding
Funds holding: 115 → 125 (+10)
1.26% more ownership
Funds ownership: 59.89% → 61.15% (+1.3%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$47.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$36.1M |
| 3 |
Morgan Stanley
New York
|
+$27.1M |
| 4 |
LPL Financial
San Diego,
California
|
+$20.5M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$21.3M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$18M |
| 3 |
Jane Street
New York
|
-$8.18M |
| 4 |
DLHL
Donald L. Hagan LLC
Sarasota,
Florida
|
-$3.59M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.28M |
LMBS Hedge Fund Activity: Q2 2018 in Review
125 of the 4,385 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 2018, worth a combined $843M — up 19% from $707M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new LMBS positions and 8 closed out — a net gain of 14 holders — while 66 added to existing stakes and 25 trimmed.
The largest buyer was Bank of America, adding an estimated $47.3M. The largest seller was Pinnacle Advisory Group, cutting an estimated $21.3M.
- 125 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q2 2018, up from 115 in Q1 2018.
- Funds reported $843M of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q2 2018, up 19% quarter-over-quarter.
- 22 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q2 2018 and 8 closed out, a net change of +14 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q2 2018 was Bank of America, an estimated $47.3M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q2 2018 was Pinnacle Advisory Group, an estimated $21.3M sold.
Based on aggregated 13F filings for Q2 2018.