First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
145 hedge funds and large institutions have $993M invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 77 increasing their positions, 25 reducing their positions, and 6 closing their positions.
1,939% more capital inflows, than outflows
Capital inflows: $161M | Capital outflows: $7.91M
333% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 6
208% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 25
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
16% more funds holding
Funds holding: 125 → 145 (+20)
1.21% less ownership
Funds ownership: 61.15% → 59.94% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$22.8M |
| 2 |
Morgan Stanley
New York
|
+$20.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$10.6M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$10.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$8.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Eldridge Investment Advisors
Manchester,
New Hampshire
|
-$1.22M |
| 2 |
Donald L. Hagan LLC
Sarasota,
Florida
|
-$1.15M |
| 3 |
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$833K |
| 4 |
WealthSource Partners
San Luis Obispo,
California
|
-$795K |
| 5 |
Prospera Financial Services
Dallas,
Texas
|
-$709K |
LMBS Hedge Fund Activity: Q3 2018 in Review
145 of the 4,392 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 2018, worth a combined $993M — up 18% from $843M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new LMBS positions and 6 closed out — a net gain of 20 holders — while 77 added to existing stakes and 25 trimmed.
The largest buyer was UBS Group, adding an estimated $22.8M. The largest seller was Eldridge Investment Advisors, cutting an estimated $1.22M.
- 145 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q3 2018, up from 125 in Q2 2018.
- Funds reported $993M of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q3 2018, up 18% quarter-over-quarter.
- 26 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q3 2018 and 6 closed out, a net change of +20 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q3 2018 was UBS Group, an estimated $22.8M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q3 2018 was Eldridge Investment Advisors, an estimated $1.22M sold.
Based on aggregated 13F filings for Q3 2018.