First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
350 hedge funds and large institutions have $4.76B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 150 increasing their positions, 138 reducing their positions, and 37 closing their positions.
6% more funds holding in top 10
Funds holding in top 10: 32 → 34 (+2)
9% more repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 138
1.9% less ownership
Funds ownership: 72.34% → 70.45% (-1.9%)
4% less funds holding
Funds holding: 365 → 350 (-15)
9% less capital invested
Capital invested by funds: $5.26B → $4.76B (-$499M)
22% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$50M |
| 2 |
LPL Financial
San Diego,
California
|
+$25.8M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$16.4M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$15.9M |
| 5 |
SWM
Stockman Wealth Management
Billings,
Montana
|
+$14.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$409M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$126M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$94.1M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$16.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$9.48M |
LMBS Hedge Fund Activity: Q3 2021 in Review
350 of the 5,728 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 2021, worth a combined $4.76B — down 9.5% from $5.26B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of LMBS and 29 opened new positions — a net loss of 8 holders — while 138 trimmed existing stakes and 150 added.
The largest buyer was Morgan Stanley, adding an estimated $50M. The largest seller was Susquehanna International Group, cutting an estimated $409M.
- 350 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q3 2021, down from 365 in Q2 2021.
- Funds reported $4.76B of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q3 2021, down 9.5% quarter-over-quarter.
- 29 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q3 2021 and 37 closed out, a net change of -8 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q3 2021 was Morgan Stanley, an estimated $50M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q3 2021 was Susquehanna International Group, an estimated $409M sold.
Based on aggregated 13F filings for Q3 2021.