First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF
SHRY
12 hedge funds and large institutions have $5.54M invested in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in 2020 Q3 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
59% more capital invested
Capital invested by funds: $3.5M → $5.54M (+$2.05M)
33% more funds holding
Funds holding: 9 → 12 (+3)
9.6% more ownership
Funds ownership: 19.41% → 29.01% (+9.6%)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
+$781K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$766K |
| 3 |
IA
IFG Advisory
Atlanta,
Georgia
|
+$215K |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$203K |
| 5 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$5.79K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$86.5K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$25.3K |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$23.7K |
| 4 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$13.6K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$24 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $1.51M | -$86.5K | -3,648 | -5% |
|
|
SAM
2
SignalPoint Asset Management
Springfield,
Missouri
| $789K | +$781K | +32,925 | New |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $773K | +$766K | +32,302 | New |
|
|
AIP
4
Ahrens Investment Partners
Lafayette,
Louisiana
| $735K | – | – | – |
|
|
LFAS
5
Level Four Advisory Services
Dallas,
Texas
| $661K | -$13.6K | -575 | -2% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $301K | – | – | – |
|
|
APA
7
American Portfolios Advisors
Holbrook,
New York
| $282K | +$5.79K | +244 | +2% |
|
|
IA
8
IFG Advisory
Atlanta,
Georgia
| $216K | +$215K | +9,054 | New |
|
|
FAIM
9
Financial Advocates Investment Management
Olympia,
Washington
| $205K | +$203K | +8,546 | New |
|
|
GWM
10
Geneos Wealth Management
Englewood,
Colorado
| $58K | -$23.7K | -1,000 | -29% |
|
|
SFPG
11
Stonebridge Financial Planning Group
Orlando,
Florida
| $7K | – | – | – |
|
|
12
UBS Group
Zurich,
Switzerland
| $1K | -$25.3K | -1,066 | -97% |
|
|
13
Wells Fargo
San Francisco,
California
| – | -$24 | -1 | Closed |
|
SHRY Hedge Fund Activity: Q3 2020 in Review
12 of the 4,957 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 2020, worth a combined $5.54M — up 59% from $3.5M 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 SignalPoint Asset Management, opening a new position worth an estimated $781K. The largest seller was LPL Financial, cutting an estimated $86.5K.
- 12 institutional investors held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) as of Q3 2020, up from 9 in Q2 2020.
- Funds reported $5.54M of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF stock for Q3 2020, up 59% quarter-over-quarter.
- 4 funds opened new First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF positions in Q3 2020 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 Q3 2020 was SignalPoint Asset Management, an estimated $781K added.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF seller in Q3 2020 was LPL Financial, an estimated $86.5K sold.
Based on aggregated 13F filings for Q3 2020.