First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
378 hedge funds and large institutions have $4.53B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2021 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 99 increasing their positions, 185 reducing their positions, and 29 closing their positions.
134% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 29
8% more funds holding
Funds holding: 350 → 378 (+28)
2.3% more ownership
Funds ownership: 70.45% → 72.75% (+2.3%)
5% less capital invested
Capital invested by funds: $4.76B → $4.53B (-$228M)
3% less funds holding in top 10
Funds holding in top 10: 34 → 33 (-1)
46% less repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 185
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$87.2M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$27.7M |
| 3 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$24.5M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$22.1M |
| 5 |
OWP
Obermeyer Wealth Partners
Aspen,
Colorado
|
+$13.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$129M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$74.8M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$40.1M |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
-$19.5M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$17.6M |
LMBS Hedge Fund Activity: Q4 2021 in Review
378 of the 6,518 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 2021, worth a combined $4.53B — down 4.8% from $4.76B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new LMBS positions and 29 closed out — a net gain of 39 holders — while 99 added to existing stakes and 185 trimmed.
The largest buyer was Jane Street, adding an estimated $87.2M. The largest seller was Morgan Stanley, cutting an estimated $129M.
- 378 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q4 2021, up from 350 in Q3 2021.
- Funds reported $4.53B of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q4 2021, down 4.8% quarter-over-quarter.
- 68 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q4 2021 and 29 closed out, a net change of +39 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q4 2021 was Jane Street, an estimated $87.2M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q4 2021 was Morgan Stanley, an estimated $129M sold.
Based on aggregated 13F filings for Q4 2021.