First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF
SHRY
11 hedge funds and large institutions have $2.8M invested in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 3 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
5.81% less ownership
Funds ownership: 24.34% → 18.53% (-5.8%)
8% less funds holding
Funds holding: 12 → 11 (-1)
42% less capital invested
Capital invested by funds: $4.86M → $2.8M (-$2.06M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$135K |
| 2 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$93.2K |
| 3 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$6.26K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$5.86K |
| 5 |
Citigroup
New York
|
+$2.31K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$687K |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$510K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$254K |
| 4 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$1.96K |
| 5 |
VCP
Verus Capital Partners
Scottsdale,
Arizona
|
-$1.04K |
SHRY Hedge Fund Activity: Q1 2020 in Review
11 of the 4,539 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 Q1 2020, worth a combined $2.8M — down 42% from $4.86M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SHRY positions and 3 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was LPL Financial, adding an estimated $135K. The largest seller was Mariner Independent Advisor Network, exiting entirely with an estimated $687K sold.
- 11 institutional investors held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) as of Q1 2020, down from 12 in Q4 2019.
- Funds reported $2.8M of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF stock for Q1 2020, down 42% quarter-over-quarter.
- 4 funds opened new First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF positions in Q1 2020 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 Q1 2020 was LPL Financial, an estimated $135K added.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF seller in Q1 2020 was Mariner Independent Advisor Network, an estimated $687K sold.
Based on aggregated 13F filings for Q1 2020.