First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
372 hedge funds and large institutions have $3.14B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 114 increasing their positions, 196 reducing their positions, and 30 closing their positions.
700% more call options, than puts
Call options by funds: $416K | Put options by funds: $52K
0.77% less ownership
Funds ownership: 77.91% → 77.15% (-0.77%)
2% less funds holding
Funds holding: 378 → 372 (-6)
3% less funds holding in top 10
Funds holding in top 10: 29 → 28 (-1)
7% less capital invested
Capital invested by funds: $3.36B → $3.14B (-$220M)
10% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 30
42% less repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 196
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$23.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$21.1M |
| 3 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
+$8.65M |
| 4 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
+$7.77M |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$6.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAWM
J. Arnold Wealth Management
Youngstown,
Ohio
|
-$79.5M |
| 2 |
Morgan Stanley
New York
|
-$55.2M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$23M |
| 4 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
-$22M |
| 5 |
LPL Financial
San Diego,
California
|
-$18.2M |
LMBS Hedge Fund Activity: Q3 2023 in Review
372 of the 6,310 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 2023, worth a combined $3.14B — down 6.6% from $3.36B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of LMBS and 27 opened new positions — a net loss of 3 holders — while 196 trimmed existing stakes and 114 added.
The largest buyer was Jane Street, adding an estimated $23.9M. The largest seller was J. Arnold Wealth Management, exiting entirely with an estimated $79.5M sold.
- 372 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q3 2023, down from 378 in Q2 2023.
- Funds reported $3.14B of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q3 2023, down 6.6% quarter-over-quarter.
- 27 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q3 2023 and 30 closed out, a net change of -3 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q3 2023 was Jane Street, an estimated $23.9M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q3 2023 was J. Arnold Wealth Management, an estimated $79.5M sold.
Based on aggregated 13F filings for Q3 2023.