First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
209 hedge funds and large institutions have $1.93B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 112 increasing their positions, 42 reducing their positions, and 14 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 42
114% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 14
22% more capital invested
Capital invested by funds: $1.57B → $1.93B (+$354M)
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
6% more funds holding
Funds holding: 198 → 209 (+11)
2.69% more ownership
Funds ownership: 61.68% → 64.37% (+2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$68.4M |
| 2 |
Morgan Stanley
New York
|
+$68.1M |
| 3 |
AIM
Astor Investment Management
Chicago,
Illinois
|
+$25.8M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$25.7M |
| 5 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$19.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWSR
Chessman Wealth Strategies RIA
Dallas,
Texas
|
-$18.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$9.63M |
| 3 |
BCP
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
-$9.14M |
| 4 |
WI
Wintrust Investments
Chicago,
Illinois
|
-$4.35M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.01M |
LMBS Hedge Fund Activity: Q2 2019 in Review
209 of the 4,625 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 2019, worth a combined $1.93B — up 22% from $1.57B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new LMBS positions and 14 closed out — a net gain of 16 holders — while 112 added to existing stakes and 42 trimmed.
The largest buyer was Wells Fargo, adding an estimated $68.4M. The largest seller was Chessman Wealth Strategies RIA, exiting entirely with an estimated $18.6M sold.
- 209 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q2 2019, up from 198 in Q1 2019.
- Funds reported $1.93B of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q2 2019, up 22% quarter-over-quarter.
- 30 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q2 2019 and 14 closed out, a net change of +16 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q2 2019 was Wells Fargo, an estimated $68.4M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q2 2019 was Chessman Wealth Strategies RIA, an estimated $18.6M sold.
Based on aggregated 13F filings for Q2 2019.