First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
358 hedge funds and large institutions have $4.82B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2020 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 161 increasing their positions, 101 reducing their positions, and 16 closing their positions.
344% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 16
59% more repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 101
15% more funds holding
Funds holding: 310 → 358 (+48)
15% more funds holding in top 10
Funds holding in top 10: 33 → 38 (+5)
7% more capital invested
Capital invested by funds: $4.48B → $4.82B (+$333M)
0.32% more ownership
Funds ownership: 73.8% → 74.13% (+0.32%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$78.6M |
| 2 |
William Blair & Company
Chicago,
Illinois
|
+$32.3M |
| 3 |
LPL Financial
San Diego,
California
|
+$22.1M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$21.6M |
| 5 |
Renaissance Technologies
New York
|
+$15.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$24.7M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
-$11.1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$9.29M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$8.94M |
| 5 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$5.78M |
LMBS Hedge Fund Activity: Q4 2020 in Review
358 of the 5,676 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 Q4 2020, worth a combined $4.82B — up 7.4% from $4.48B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new LMBS positions and 16 closed out — a net gain of 55 holders — while 161 added to existing stakes and 101 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $78.6M. The largest seller was Bank of America, cutting an estimated $24.7M.
- 358 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q4 2020, up from 310 in Q3 2020.
- Funds reported $4.82B of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q4 2020, up 7.4% quarter-over-quarter.
- 71 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q4 2020 and 16 closed out, a net change of +55 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q4 2020 was Morgan Stanley, an estimated $78.6M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q4 2020 was Bank of America, an estimated $24.7M sold.
Based on aggregated 13F filings for Q4 2020.