First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
310 hedge funds and large institutions have $4.48B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 161 increasing their positions, 90 reducing their positions, and 20 closing their positions.
79% more repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 90
30% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 20
9% more capital invested
Capital invested by funds: $4.12B → $4.48B (+$361M)
3% more funds holding in top 10
Funds holding in top 10: 32 → 33 (+1)
2% more funds holding
Funds holding: 305 → 310 (+5)
0.1% less ownership
Funds ownership: 73.9% → 73.8% (-0.1%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $553K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$53.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$43.6M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$24.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$20.9M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$20.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$18.2M |
| 2 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$16.3M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$12.9M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$11.1M |
| 5 |
AWA
ARQ Wealth Advisors
Scottsdale,
Arizona
|
-$6.62M |
LMBS Hedge Fund Activity: Q3 2020 in Review
310 of the 4,970 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 2020, worth a combined $4.48B — up 8.8% from $4.12B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new LMBS positions and 20 closed out — a net gain of 6 holders — while 161 added to existing stakes and 90 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $53.8M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $18.2M.
- 310 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q3 2020, up from 305 in Q2 2020.
- Funds reported $4.48B of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q3 2020, up 8.8% quarter-over-quarter.
- 26 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q3 2020 and 20 closed out, a net change of +6 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q3 2020 was Morgan Stanley, an estimated $53.8M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q3 2020 was Raymond James Financial Services Advisors, an estimated $18.2M sold.
Based on aggregated 13F filings for Q3 2020.