First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
286 hedge funds and large institutions have $3.65B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 128 increasing their positions, 87 reducing their positions, and 27 closing their positions.
93% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 27
54% more funds holding in top 10
Funds holding in top 10: 24 → 37 (+13)
47% more repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 87
37% more capital invested
Capital invested by funds: $2.66B → $3.65B (+$985M)
6% more funds holding
Funds holding: 269 → 286 (+17)
5.64% more ownership
Funds ownership: 67.19% → 72.84% (+5.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$356M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
+$222M |
| 3 |
Morgan Stanley
New York
|
+$160M |
| 4 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$58.9M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$38.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$15.4M |
| 2 |
IWA
Inspirion Wealth Advisors
Libertyville,
Illinois
|
-$14.9M |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$9.91M |
| 4 |
SIM
SSI Investment Management
Los Angeles,
California
|
-$7.8M |
| 5 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
-$6.64M |
LMBS Hedge Fund Activity: Q1 2020 in Review
286 of the 4,547 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 Q1 2020, worth a combined $3.65B — up 37% from $2.66B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new LMBS positions and 27 closed out — a net gain of 25 holders — while 128 added to existing stakes and 87 trimmed.
The largest buyer was Bank of America, adding an estimated $356M. The largest seller was Jane Street, cutting an estimated $15.4M.
- 286 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q1 2020, up from 269 in Q4 2019.
- Funds reported $3.65B of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q1 2020, up 37% quarter-over-quarter.
- 52 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q1 2020 and 27 closed out, a net change of +25 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q1 2020 was Bank of America, an estimated $356M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q1 2020 was Jane Street, an estimated $15.4M sold.
Based on aggregated 13F filings for Q1 2020.