First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
383 hedge funds and large institutions have $3.75B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 122 increasing their positions, 187 reducing their positions, and 28 closing their positions.
18% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 28
16% more funds holding in top 10
Funds holding in top 10: 32 → 37 (+5)
1% more funds holding
Funds holding: 381 → 383 (+2)
0.25% more ownership
Funds ownership: 71.86% → 72.11% (+0.25%)
8% less capital invested
Capital invested by funds: $4.09B → $3.75B (-$337M)
35% less repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 187
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
+$25.6M |
| 2 |
Jane Street
New York
|
+$23.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$23M |
| 4 |
SFS
Searcy Financial Services
Overland Park,
Kansas
|
+$21M |
| 5 |
LPL Financial
San Diego,
California
|
+$16.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GHA
GW Henssler & Associates
Kennesaw,
Georgia
|
-$76M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
-$46.3M |
| 3 |
Morgan Stanley
New York
|
-$44.2M |
| 4 |
SWM
Stockman Wealth Management
Billings,
Montana
|
-$43M |
| 5 |
RGF
Retirement Guys Formula
Maumee,
Ohio
|
-$31.9M |
LMBS Hedge Fund Activity: Q2 2022 in Review
383 of the 5,959 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 2022, worth a combined $3.75B — down 8.2% from $4.09B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new LMBS positions and 28 closed out — a net gain of 5 holders — while 122 added to existing stakes and 187 trimmed.
The largest buyer was SPC Financial Inc, opening a new position worth an estimated $25.6M. The largest seller was GW Henssler & Associates, cutting an estimated $76M.
- 383 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q2 2022, up from 381 in Q1 2022.
- Funds reported $3.75B of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q2 2022, down 8.2% quarter-over-quarter.
- 33 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q2 2022 and 28 closed out, a net change of +5 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q2 2022 was SPC Financial Inc, an estimated $25.6M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q2 2022 was GW Henssler & Associates, an estimated $76M sold.
Based on aggregated 13F filings for Q2 2022.