First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
379 hedge funds and large institutions have $3.47B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 101 increasing their positions, 202 reducing their positions, and 39 closing their positions.
21% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 39
0.65% more ownership
Funds ownership: 74.74% → 75.39% (+0.65%)
0% more funds holding
Funds holding: 378 → 379 (+1)
0% more funds holding in top 10
Funds holding in top 10: 31 → 31 (0)
8% less capital invested
Capital invested by funds: $3.78B → $3.47B (-$319M)
50% less repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 202
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
+$24.3M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$9.57M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$9.22M |
| 4 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$8.48M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$48.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$34.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$31.5M |
| 4 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
-$25.3M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$20.9M |
LMBS Hedge Fund Activity: Q4 2022 in Review
379 of the 6,237 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 2022, worth a combined $3.47B — down 8.4% from $3.78B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new LMBS positions and 39 closed out — a net gain of 8 holders — while 101 added to existing stakes and 202 trimmed.
The largest buyer was Berger Financial Group, opening a new position worth an estimated $24.3M. The largest seller was Morgan Stanley, cutting an estimated $48.4M.
- 379 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q4 2022, up from 378 in Q3 2022.
- Funds reported $3.47B of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q4 2022, down 8.4% quarter-over-quarter.
- 47 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q4 2022 and 39 closed out, a net change of +8 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q4 2022 was Berger Financial Group, an estimated $24.3M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q4 2022 was Morgan Stanley, an estimated $48.4M sold.
Based on aggregated 13F filings for Q4 2022.