First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
353 hedge funds and large institutions have $5.2B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 159 increasing their positions, 133 reducing their positions, and 32 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 133
8% more capital invested
Capital invested by funds: $4.82B → $5.2B (+$380M)
3% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 32
0.85% more ownership
Funds ownership: 74.13% → 74.97% (+0.85%)
1% less funds holding
Funds holding: 358 → 353 (-5)
3% less funds holding in top 10
Funds holding in top 10: 38 → 37 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$89.1M |
| 2 |
Morgan Stanley
New York
|
+$67.2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$64.3M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$55.2M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$31.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$66.1M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$41.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$39.6M |
| 4 |
Renaissance Technologies
New York
|
-$10.3M |
| 5 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$10.1M |
LMBS Hedge Fund Activity: Q1 2021 in Review
353 of the 5,711 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 2021, worth a combined $5.2B — up 7.9% from $4.82B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new LMBS positions and 32 closed out — a net gain of 1 holder — while 159 added to existing stakes and 133 trimmed.
The largest buyer was Jane Street, adding an estimated $89.1M. The largest seller was HBK Sorce Advisory, cutting an estimated $66.1M.
- 353 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q1 2021, down from 358 in Q4 2020.
- Funds reported $5.2B of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q1 2021, up 7.9% quarter-over-quarter.
- 33 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q1 2021 and 32 closed out, a net change of +1 holder.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q1 2021 was Jane Street, an estimated $89.1M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q1 2021 was HBK Sorce Advisory, an estimated $66.1M sold.
Based on aggregated 13F filings for Q1 2021.