First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
416 hedge funds and large institutions have $3.63B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 171 increasing their positions, 146 reducing their positions, and 27 closing their positions.
133% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 27
17% more repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 146
11% more funds holding in top 10
Funds holding in top 10: 28 → 31 (+3)
7% more funds holding
Funds holding: 390 → 416 (+26)
4% more capital invested
Capital invested by funds: $3.47B → $3.63B (+$153M)
0.69% more ownership
Funds ownership: 76.75% → 77.44% (+0.69%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$36.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$34.6M |
| 3 |
LCAM
London & Capital Asset Management
London,
United Kingdom
|
+$14.8M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$11.7M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$35.2M |
| 2 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$9.3M |
| 3 |
Morgan Stanley
New York
|
-$8.13M |
| 4 |
EE
EWG Elevate
Roseville,
California
|
-$6.34M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$5.49M |
LMBS Hedge Fund Activity: Q4 2024 in Review
416 of the 7,606 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 2024, worth a combined $3.63B — up 4.4% from $3.47B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new LMBS positions and 27 closed out — a net gain of 36 holders — while 171 added to existing stakes and 146 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $36.1M. The largest seller was Gradient Investments, cutting an estimated $35.2M.
- 416 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q4 2024, up from 390 in Q3 2024.
- Funds reported $3.63B of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q4 2024, up 4.4% quarter-over-quarter.
- 63 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q4 2024 and 27 closed out, a net change of +36 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q4 2024 was Cetera Investment Advisers, an estimated $36.1M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q4 2024 was Gradient Investments, an estimated $35.2M sold.
Based on aggregated 13F filings for Q4 2024.