First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF
SHRY
5 hedge funds and large institutions have $2.83M invested in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
239% more capital invested
Capital invested by funds: $835K → $2.83M (+$2M)
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
67% more funds holding
Funds holding: 3 → 5 (+2)
9% more ownership
Funds ownership: 4.77% → 13.77% (+9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$864K |
| 2 |
LPL Financial
San Diego,
California
|
+$545K |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$518K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$19.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $1.34M | +$545K | +24,085 | +70% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $874K | +$864K | +38,207 | New |
|
|
MIAN
3
Mariner Independent Advisor Network
Overland Park,
Kansas
| $523K | +$518K | +22,899 | New |
|
|
GWM
4
Geneos Wealth Management
Englewood,
Colorado
| $80K | – | – | – |
|
|
SWP
5
Stratos Wealth Partners
Beachwood,
Ohio
| $19K | +$19.2K | +850 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$5K | -235 | Closed |
|
SHRY Hedge Fund Activity: Q3 2018 in Review
5 of the 4,375 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 Q3 2018, worth a combined $2.83M — up 239% from $835K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SHRY positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $864K. The largest seller was UBS Group, exiting entirely with an estimated $5K sold.
- 5 institutional investors held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) as of Q3 2018, up from 3 in Q2 2018.
- Funds reported $2.83M of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF stock for Q3 2018, up 239% quarter-over-quarter.
- 3 funds opened new First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF positions in Q3 2018 and 1 closed out, a net change of +2 holders.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF buyer in Q3 2018 was Susquehanna International Group, an estimated $864K added.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF seller in Q3 2018 was UBS Group, an estimated $5K sold.
Based on aggregated 13F filings for Q3 2018.