First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
391 hedge funds and large institutions have $3.47B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 183 increasing their positions, 137 reducing their positions, and 27 closing their positions.
157% more capital inflows, than outflows
Capital inflows: $387M | Capital outflows: $150M
34% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 137
22% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 27
22% more funds holding in top 10
Funds holding in top 10: 23 → 28 (+5)
1% more funds holding
Funds holding: 388 → 391 (+3)
0.05% less ownership
Funds ownership: 76.8% → 76.75% (-0.05%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$45.5M |
| 2 |
Gradient Investments
Arden Hills,
Minnesota
|
+$35.2M |
| 3 |
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
+$32.1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$21.3M |
| 5 |
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
+$20.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$13.3M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$12.8M |
| 3 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$10.7M |
| 4 |
AE Wealth Management
Topeka,
Kansas
|
-$10.4M |
| 5 |
Miracle Mile Advisors
Los Angeles,
California
|
-$9.13M |
LMBS Hedge Fund Activity: Q3 2024 in Review
391 of the 6,987 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 2024, worth a combined $3.47B — up 10% from $3.15B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new LMBS positions and 27 closed out — a net gain of 6 holders — while 183 added to existing stakes and 137 trimmed.
The largest buyer was LPL Financial, adding an estimated $45.5M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $13.3M.
- 391 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q3 2024, up from 388 in Q2 2024.
- Funds reported $3.47B of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q3 2024, up 10% quarter-over-quarter.
- 33 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q3 2024 and 27 closed out, a net change of +6 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q3 2024 was LPL Financial, an estimated $45.5M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q3 2024 was Raymond James Financial Services Advisors, an estimated $13.3M sold.
Based on aggregated 13F filings for Q3 2024.