First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF
SHRY
12 hedge funds and large institutions have $4.86M invested in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
20% more funds holding
Funds holding: 10 → 12 (+2)
2% more capital invested
Capital invested by funds: $4.78M → $4.86M (+$81K)
1.47% less ownership
Funds ownership: 25.81% → 24.34% (-1.5%)
83% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$487K |
| 2 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$16.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$576K |
| 2 |
LPL Financial
San Diego,
California
|
-$113K |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$56K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$41.8K |
| 5 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$41.5K |
SHRY Hedge Fund Activity: Q4 2019 in Review
12 of the 5,076 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 Q4 2019, worth a combined $4.86M — up 1.7% from $4.78M 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 6 trimmed.
The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $487K. The largest seller was Susquehanna International Group, cutting an estimated $576K.
- 12 institutional investors held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) as of Q4 2019, up from 10 in Q3 2019.
- Funds reported $4.86M of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF stock for Q4 2019, up 1.7% quarter-over-quarter.
- 3 funds opened new First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF positions in Q4 2019 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 Q4 2019 was Independent Advisor Alliance, an estimated $487K added.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF seller in Q4 2019 was Susquehanna International Group, an estimated $576K sold.
Based on aggregated 13F filings for Q4 2019.