First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF
SHRY
14 hedge funds and large institutions have $14.5M invested in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 0 closing their positions.
162% more capital invested
Capital invested by funds: $5.54M → $14.5M (+$8.97M)
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
33.37% more ownership
Funds ownership: 29.01% → 62.38% (+33%)
17% more funds holding
Funds holding: 12 → 14 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
+$466K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$305K |
| 3 |
LPL Financial
San Diego,
California
|
+$270K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$12.8K |
| 5 |
IA
IFG Advisory
Atlanta,
Georgia
|
+$311 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$112K |
| 2 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$33.5K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$13.9K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$13K |
SHRY Hedge Fund Activity: Q4 2020 in Review
14 of the 5,652 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 2020, worth a combined $14.5M — up 162% from $5.54M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SHRY positions and 0 closed out — a net gain of 2 holders — while 6 added to existing stakes and 4 trimmed.
The largest buyer was SignalPoint Asset Management, adding an estimated $466K. The largest seller was Level Four Advisory Services, cutting an estimated $112K.
- 14 institutional investors held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) as of Q4 2020, up from 12 in Q3 2020.
- Funds reported $14.5M of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF stock for Q4 2020, up 162% quarter-over-quarter.
- 2 funds opened new First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF positions in Q4 2020 and 0 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 2020 was SignalPoint Asset Management, an estimated $466K added.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF seller in Q4 2020 was Level Four Advisory Services, an estimated $112K sold.
Based on aggregated 13F filings for Q4 2020.