First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF
SHRY
23 hedge funds and large institutions have $10.1M invested in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 0 closing their positions.
5% more funds holding
Funds holding: 22 → 23 (+1)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
5.96% less ownership
Funds ownership: 63.83% → 57.88% (-6%)
21% less capital invested
Capital invested by funds: $12.8M → $10.1M (-$2.69M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
+$375K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$117K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$57.3K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$29.8K |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$12.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$1.3M |
| 2 |
FPWM
FSB Premier Wealth Management
Waterloo,
Iowa
|
-$942K |
| 3 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$408K |
| 4 |
MF
Manchester Financial
Westlake Village,
California
|
-$45.1K |
| 5 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$15.1K |
SHRY Hedge Fund Activity: Q3 2022 in Review
23 of the 5,828 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 2022, worth a combined $10.1M — down 21% from $12.8M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new SHRY positions and 0 closed out — a net gain of 1 holder — while 8 added to existing stakes and 8 trimmed.
The largest buyer was Mariner, opening a new position worth an estimated $375K. The largest seller was Silver Oak Securities, cutting an estimated $1.3M.
- 23 institutional investors held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) as of Q3 2022, up from 22 in Q2 2022.
- Funds reported $10.1M of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF stock for Q3 2022, down 21% quarter-over-quarter.
- 1 fund opened new First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF positions in Q3 2022 and 0 closed out, a net change of +1 holder.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF buyer in Q3 2022 was Mariner, an estimated $375K added.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF seller in Q3 2022 was Silver Oak Securities, an estimated $1.3M sold.
Based on aggregated 13F filings for Q3 2022.