First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF
SHRY
17 hedge funds and large institutions have $9.56M invested in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 5 closing their positions.
3% less capital invested
Capital invested by funds: $9.83M → $9.56M (-$267K)
3.99% less ownership
Funds ownership: 57.68% → 53.68% (-4%)
15% less funds holding
Funds holding: 20 → 17 (-3)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
57% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.28M |
| 2 |
CWA
Clarus Wealth Advisors
Peoria,
Arizona
|
+$370K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$261K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$15.7K |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$2.41K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MF
Manchester Financial
Westlake Village,
California
|
-$1.04M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$507K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$271K |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$134K |
| 5 |
M1FG
Mach-1 Financial Group
Rogers,
Arkansas
|
-$122K |
SHRY Hedge Fund Activity: Q2 2023 in Review
17 of the 6,383 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 2023, worth a combined $9.56M — down 2.7% from $9.83M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SHRY and 3 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 3 added.
The largest buyer was Susquehanna International Group, adding an estimated $1.28M. The largest seller was Manchester Financial, cutting an estimated $1.04M.
- 17 institutional investors held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) as of Q2 2023, down from 20 in Q1 2023.
- Funds reported $9.56M of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF stock for Q2 2023, down 2.7% quarter-over-quarter.
- 3 funds opened new First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF positions in Q2 2023 and 5 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 2023 was Susquehanna International Group, an estimated $1.28M added.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF seller in Q2 2023 was Manchester Financial, an estimated $1.04M sold.
Based on aggregated 13F filings for Q2 2023.