First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF
SHRY
10 hedge funds and large institutions have $5.41M invested in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
73% more capital invested
Capital invested by funds: $3.13M → $5.41M (+$2.28M)
43% more funds holding
Funds holding: 7 → 10 (+3)
9.74% more ownership
Funds ownership: 16.61% → 26.35% (+9.7%)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.59M |
| 2 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$599K |
| 3 |
LPL Financial
San Diego,
California
|
+$102K |
| 4 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
+$18.3K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$22 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$87.1K |
| 2 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$31.3K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$26.8K |
| 4 |
CWA
Clarus Wealth Advisors
Peoria,
Arizona
|
-$12K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$5.73K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.62M | +$1.59M | +71,090 | New |
|
|
2
LPL Financial
San Diego,
California
| $1.28M | +$102K | +4,564 | +9% |
|
|
MIAN
3
Mariner Independent Advisor Network
Overland Park,
Kansas
| $721K | -$87.1K | -3,889 | -11% |
|
|
AIP
4
Ahrens Investment Partners
Lafayette,
Louisiana
| $718K | -$31.3K | -1,397 | -4% |
|
|
LFAS
5
Level Four Advisory Services
Dallas,
Texas
| $609K | +$599K | +26,748 | New |
|
|
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $358K | -$5.73K | -256 | -2% |
|
|
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| $79K | – | – | – |
|
|
PFGIA
8
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $19K | +$18.3K | +817 | New |
|
|
9
UBS Group
Zurich,
Switzerland
| $2K | -$26.8K | -1,197 | -92% |
|
|
CWA
10
Clarus Wealth Advisors
Peoria,
Arizona
| – | -$12K | -550 | Closed |
|
|
11
Wells Fargo
San Francisco,
California
| – | +$22 | +1 | New |
|
SHRY Hedge Fund Activity: Q2 2019 in Review
10 of the 4,605 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 2019, worth a combined $5.41M — up 73% from $3.13M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SHRY positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 4 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.59M. The largest seller was Mariner Independent Advisor Network, cutting an estimated $87.1K.
- 10 institutional investors held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) as of Q2 2019, up from 7 in Q1 2019.
- Funds reported $5.41M of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF stock for Q2 2019, up 73% quarter-over-quarter.
- 4 funds opened new First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF positions in Q2 2019 and 1 closed out, a net change of +3 holders.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF buyer in Q2 2019 was Susquehanna International Group, an estimated $1.59M added.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF seller in Q2 2019 was Mariner Independent Advisor Network, an estimated $87.1K sold.
Based on aggregated 13F filings for Q2 2019.