First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
365 hedge funds and large institutions have $5.26B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2021 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 154 increasing their positions, 133 reducing their positions, and 27 closing their positions.
67% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 27
16% more repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 133
3% more funds holding
Funds holding: 353 → 365 (+12)
1% more capital invested
Capital invested by funds: $5.2B → $5.26B (+$59.9M)
2.63% less ownership
Funds ownership: 74.97% → 72.34% (-2.6%)
14% less funds holding in top 10
Funds holding in top 10: 37 → 32 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$405M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$196M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$105M |
| 4 |
Morgan Stanley
New York
|
+$39.3M |
| 5 |
William Blair & Company
Chicago,
Illinois
|
+$21.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$346M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
-$233M |
| 3 |
Jane Street
New York
|
-$136M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$36.5M |
| 5 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$23.6M |
LMBS Hedge Fund Activity: Q2 2021 in Review
365 of the 5,767 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 2021, worth a combined $5.26B — up 1.2% from $5.2B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new LMBS positions and 27 closed out — a net gain of 18 holders — while 154 added to existing stakes and 133 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $405M. The largest seller was Bank of America, cutting an estimated $346M.
- 365 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q2 2021, up from 353 in Q1 2021.
- Funds reported $5.26B of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q2 2021, up 1.2% quarter-over-quarter.
- 45 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q2 2021 and 27 closed out, a net change of +18 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q2 2021 was Susquehanna International Group, an estimated $405M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q2 2021 was Bank of America, an estimated $346M sold.
Based on aggregated 13F filings for Q2 2021.