First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
231 hedge funds and large institutions have $2.3B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2019 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 104 increasing their positions, 61 reducing their positions, and 17 closing their positions.
141% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 17
70% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 61
19% more capital invested
Capital invested by funds: $1.93B → $2.3B (+$372M)
11% more funds holding
Funds holding: 209 → 231 (+22)
1.36% more ownership
Funds ownership: 64.37% → 65.73% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$92.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$57.9M |
| 3 |
Jane Street
New York
|
+$46.1M |
| 4 |
LPL Financial
San Diego,
California
|
+$19.3M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$16.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
-$23.4M |
| 2 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
-$5.33M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$3.45M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.52M |
| 5 |
EIA
Eldridge Investment Advisors
Manchester,
New Hampshire
|
-$2.47M |
LMBS Hedge Fund Activity: Q3 2019 in Review
231 of the 4,574 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 2019, worth a combined $2.3B — up 19% from $1.93B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new LMBS positions and 17 closed out — a net gain of 24 holders — while 104 added to existing stakes and 61 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $92.4M. The largest seller was Sargent Bickham Lagudis, cutting an estimated $23.4M.
- 231 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q3 2019, up from 209 in Q2 2019.
- Funds reported $2.3B of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q3 2019, up 19% quarter-over-quarter.
- 41 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q3 2019 and 17 closed out, a net change of +24 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q3 2019 was Morgan Stanley, an estimated $92.4M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q3 2019 was Sargent Bickham Lagudis, an estimated $23.4M sold.
Based on aggregated 13F filings for Q3 2019.