First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF
SHRY
15 hedge funds and large institutions have $16.7M invested in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
7% more funds holding
Funds holding: 14 → 15 (+1)
3% more capital invested
Capital invested by funds: $16.2M → $16.7M (+$499K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.37% less ownership
Funds ownership: 63.14% → 56.77% (-6.4%)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$347K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$212K |
| 3 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$86.1K |
| 4 |
FPWM
FSB Premier Wealth Management
Waterloo,
Iowa
|
+$49.3K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.96K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$902K |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$433K |
| 3 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$52.4K |
| 4 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$42.4K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$9.17K |
SHRY Hedge Fund Activity: Q2 2021 in Review
15 of the 5,746 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 2021, worth a combined $16.7M — up 3.1% from $16.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SHRY positions and 3 closed out — a net gain of 1 holder — while 2 added to existing stakes and 5 trimmed.
The largest buyer was LPL Financial, adding an estimated $347K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $902K sold.
- 15 institutional investors held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) as of Q2 2021, up from 14 in Q1 2021.
- Funds reported $16.7M of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF stock for Q2 2021, up 3.1% quarter-over-quarter.
- 4 funds opened new First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF positions in Q2 2021 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 Q2 2021 was LPL Financial, an estimated $347K added.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF seller in Q2 2021 was Susquehanna International Group, an estimated $902K sold.
Based on aggregated 13F filings for Q2 2021.