First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF
SHRY
22 hedge funds and large institutions have $12.8M invested in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
10% more funds holding
Funds holding: 20 → 22 (+2)
8.85% more ownership
Funds ownership: 54.99% → 63.83% (+8.8%)
9% more capital invested
Capital invested by funds: $11.7M → $12.8M (+$1.03M)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MF
Manchester Financial
Westlake Village,
California
|
+$1.94M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.05M |
| 3 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$688K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$393K |
| 5 |
M1FG
Mach-1 Financial Group
Rogers,
Arkansas
|
+$121K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$570K |
| 2 |
Mariner
Overland Park,
Kansas
|
-$342K |
| 3 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
-$251K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$202K |
| 5 |
FPWM
FSB Premier Wealth Management
Waterloo,
Iowa
|
-$164K |
SHRY Hedge Fund Activity: Q2 2022 in Review
22 of the 5,959 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 2022, worth a combined $12.8M — up 8.8% from $11.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SHRY positions and 3 closed out — a net gain of 2 holders — while 5 added to existing stakes and 7 trimmed.
The largest buyer was Manchester Financial, opening a new position worth an estimated $1.94M. The largest seller was LPL Financial, cutting an estimated $570K.
- 22 institutional investors held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) as of Q2 2022, up from 20 in Q1 2022.
- Funds reported $12.8M of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF stock for Q2 2022, up 8.8% quarter-over-quarter.
- 5 funds opened new First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF positions in Q2 2022 and 3 closed out, a net change of +2 holders.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF buyer in Q2 2022 was Manchester Financial, an estimated $1.94M added.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF seller in Q2 2022 was LPL Financial, an estimated $570K sold.
Based on aggregated 13F filings for Q2 2022.