First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
388 hedge funds and large institutions have $3.15B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 148 increasing their positions, 161 reducing their positions, and 25 closing their positions.
84% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 25
10% more funds holding in top 10
Funds holding in top 10: 21 → 23 (+2)
3% more funds holding
Funds holding: 375 → 388 (+13)
0% more capital invested
Capital invested by funds: $3.14B → $3.15B (+$9.57M)
8% less repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 161
1.69% less ownership
Funds ownership: 78.49% → 76.8% (-1.7%)
92% less call options, than puts
Call options by funds: $10K | Put options by funds: $125K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$26.4M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$21.6M |
| 3 |
JP Morgan Chase
New York
|
+$12.7M |
| 4 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$11.5M |
| 5 |
PBF
Petix & Botte Financial
La Mesa,
California
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$27.4M |
| 2 |
EFL
ERn Financial LLC
Middleton,
Wisconsin
|
-$13.6M |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$9.13M |
| 4 |
AFA
American Financial Advisors
Marietta,
Georgia
|
-$8.3M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$8.09M |
LMBS Hedge Fund Activity: Q2 2024 in Review
388 of the 6,935 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 2024, worth a combined $3.15B — up 0.3% from $3.14B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new LMBS positions and 25 closed out — a net gain of 21 holders — while 148 added to existing stakes and 161 trimmed.
The largest buyer was LPL Financial, adding an estimated $26.4M. The largest seller was Bank of America, cutting an estimated $27.4M.
- 388 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q2 2024, up from 375 in Q1 2024.
- Funds reported $3.15B of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q2 2024, up 0.3% quarter-over-quarter.
- 46 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q2 2024 and 25 closed out, a net change of +21 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q2 2024 was LPL Financial, an estimated $26.4M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q2 2024 was Bank of America, an estimated $27.4M sold.
Based on aggregated 13F filings for Q2 2024.