First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
170 hedge funds and large institutions have $1.27B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2018 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 86 increasing their positions, 26 reducing their positions, and 18 closing their positions.
231% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 26
150% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 18
100% more funds holding in top 10
Funds holding in top 10: 7 → 14 (+7)
28% more capital invested
Capital invested by funds: $993M → $1.27B (+$277M)
17% more funds holding
Funds holding: 145 → 170 (+25)
2.58% more ownership
Funds ownership: 59.94% → 62.52% (+2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$41.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$27.2M |
| 3 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
+$25.9M |
| 4 |
Morgan Stanley
New York
|
+$25.3M |
| 5 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
+$21.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$8.75M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.15M |
| 3 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$3.88M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.13M |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$1.76M |
LMBS Hedge Fund Activity: Q4 2018 in Review
170 of the 4,505 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 Q4 2018, worth a combined $1.27B — up 28% from $993M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new LMBS positions and 18 closed out — a net gain of 27 holders — while 86 added to existing stakes and 26 trimmed.
The largest buyer was Wells Fargo, adding an estimated $41.7M. The largest seller was Jane Street, exiting entirely with an estimated $8.75M sold.
- 170 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q4 2018, up from 145 in Q3 2018.
- Funds reported $1.27B of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q4 2018, up 28% quarter-over-quarter.
- 45 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q4 2018 and 18 closed out, a net change of +27 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q4 2018 was Wells Fargo, an estimated $41.7M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q4 2018 was Jane Street, an estimated $8.75M sold.
Based on aggregated 13F filings for Q4 2018.