First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF
SHRY
3 hedge funds and large institutions have $835K invested in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 3 closing their positions.
5.04% less ownership
Funds ownership: 9.81% → 4.77% (-5%)
25% less funds holding
Funds holding: 4 → 3 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
60% less capital invested
Capital invested by funds: $2.11M → $835K (-$1.27M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$205K |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$76.4K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$5.13K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$889K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$667K |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$14K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $754K | +$205K | +9,365 | +37% |
|
|
GWM
2
Geneos Wealth Management
Englewood,
Colorado
| $76K | +$76.4K | +3,500 | New |
|
|
3
UBS Group
Zurich,
Switzerland
| $5K | +$5.13K | +235 | New |
|
|
4
Jane Street
New York
| – | -$889K | -41,379 | Closed |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$667K | -31,010 | Closed |
|
|
SWP
6
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$14K | -655 | Closed |
|
SHRY Hedge Fund Activity: Q2 2018 in Review
3 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) for Q2 2018, worth a combined $835K — down 60% from $2.11M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SHRY and 2 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.
The largest buyer was LPL Financial, adding an estimated $205K. The largest seller was Jane Street, exiting entirely with an estimated $889K sold.
- 3 institutional investors held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) as of Q2 2018, down from 4 in Q1 2018.
- Funds reported $835K of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF stock for Q2 2018, down 60% quarter-over-quarter.
- 2 funds opened new First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF positions in Q2 2018 and 3 closed out, a net change of -1 holder.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF buyer in Q2 2018 was LPL Financial, an estimated $205K added.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF seller in Q2 2018 was Jane Street, an estimated $889K sold.
Based on aggregated 13F filings for Q2 2018.