First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
381 hedge funds and large institutions have $4.09B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 130 increasing their positions, 174 reducing their positions, and 35 closing their positions.
29% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 35
1% more funds holding
Funds holding: 378 → 381 (+3)
0.89% less ownership
Funds ownership: 72.75% → 71.86% (-0.89%)
3% less funds holding in top 10
Funds holding in top 10: 33 → 32 (-1)
10% less capital invested
Capital invested by funds: $4.53B → $4.09B (-$443M)
25% less repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 174
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$29.5M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$24.5M |
| 3 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
+$18.2M |
| 4 |
RGF
Retirement Guys Formula
Maumee,
Ohio
|
+$16.3M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$105M |
| 2 |
Jane Street
New York
|
-$98.3M |
| 3 |
Morgan Stanley
New York
|
-$37.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$36.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$32.5M |
LMBS Hedge Fund Activity: Q1 2022 in Review
381 of the 6,360 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 2022, worth a combined $4.09B — down 9.8% from $4.53B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new LMBS positions and 35 closed out — a net gain of 10 holders — while 130 added to existing stakes and 174 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $29.5M. The largest seller was UBS Group, cutting an estimated $105M.
- 381 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q1 2022, up from 378 in Q4 2021.
- Funds reported $4.09B of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q1 2022, down 9.8% quarter-over-quarter.
- 45 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q1 2022 and 35 closed out, a net change of +10 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q1 2022 was First Trust Advisors, an estimated $29.5M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q1 2022 was UBS Group, an estimated $105M sold.
Based on aggregated 13F filings for Q1 2022.