First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
305 hedge funds and large institutions have $4.12B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 160 increasing their positions, 76 reducing their positions, and 19 closing their positions.
111% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 19
111% more repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 76
13% more capital invested
Capital invested by funds: $3.65B → $4.12B (+$476M)
7% more funds holding
Funds holding: 286 → 305 (+19)
1.06% more ownership
Funds ownership: 72.84% → 73.9% (+1.1%)
14% less funds holding in top 10
Funds holding in top 10: 37 → 32 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$51.9M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$44.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$38.8M |
| 4 |
Jane Street
New York
|
+$27.3M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$23.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SF
Synovus Financial
Columbus,
Georgia
|
-$6.41M |
| 2 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$6.09M |
| 3 |
CP
Camelot Portfolios
Maumee,
Ohio
|
-$4.32M |
| 4 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$4.26M |
| 5 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$3.73M |
LMBS Hedge Fund Activity: Q2 2020 in Review
305 of the 4,888 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 2020, worth a combined $4.12B — up 13% from $3.65B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new LMBS positions and 19 closed out — a net gain of 21 holders — while 160 added to existing stakes and 76 trimmed.
The largest buyer was Bank of America, adding an estimated $51.9M. The largest seller was Synovus Financial, cutting an estimated $6.41M.
- 305 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q2 2020, up from 286 in Q1 2020.
- Funds reported $4.12B of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q2 2020, up 13% quarter-over-quarter.
- 40 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q2 2020 and 19 closed out, a net change of +21 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q2 2020 was Bank of America, an estimated $51.9M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q2 2020 was Synovus Financial, an estimated $6.41M sold.
Based on aggregated 13F filings for Q2 2020.