First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF
SHRY
20 hedge funds and large institutions have $11.7M invested in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 4 closing their positions.
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
5% less funds holding
Funds holding: 21 → 20 (-1)
8.75% less ownership
Funds ownership: 63.74% → 54.99% (-8.7%)
43% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 7
45% less capital invested
Capital invested by funds: $21.4M → $11.7M (-$9.63M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.59M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$240K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$88.8K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$67.7K |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$10.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPWM
FSB Premier Wealth Management
Waterloo,
Iowa
|
-$4.63M |
| 2 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$2.98M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.88M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$298K |
| 5 |
IA
IFG Advisory
Atlanta,
Georgia
|
-$251K |
SHRY Hedge Fund Activity: Q1 2022 in Review
20 of the 6,360 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 2022, worth a combined $11.7M — down 45% from $21.4M a quarter earlier.
Fund positioning in SHRY was balanced in Q1 2022: 4 funds opened new positions, 4 closed out, 4 added to existing stakes and 7 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $1.59M. The largest seller was FSB Premier Wealth Management, cutting an estimated $4.63M.
- 20 institutional investors held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) as of Q1 2022, down from 21 in Q4 2021.
- Funds reported $11.7M of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF stock for Q1 2022, down 45% quarter-over-quarter.
- 4 funds opened new First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF positions in Q1 2022 and 4 closed out, a net change of 0 holders.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF buyer in Q1 2022 was Susquehanna International Group, an estimated $1.59M added.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF seller in Q1 2022 was FSB Premier Wealth Management, an estimated $4.63M sold.
Based on aggregated 13F filings for Q1 2022.