First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF
SHRY
17 hedge funds and large institutions have $9.7M invested in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 0 closing their positions.
49% more capital inflows, than outflows
Capital inflows: $2.9M | Capital outflows: $1.95M
8.85% more ownership
Funds ownership: 53.68% → 62.54% (+8.9%)
0% more funds holding
Funds holding: 17 → 17 (0)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manchester Financial
Westlake Village,
California
|
+$2.75M |
| 2 |
LPL Financial
San Diego,
California
|
+$62.8K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$35.6K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$21.3K |
| 5 |
Atria Wealth Solutions
New York
|
+$616 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Silver Oak Securities
Jackson,
Tennessee
|
-$1.4M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$416K |
| 3 |
FSB Premier Wealth Management
Waterloo,
Iowa
|
-$130K |
| 4 |
Harbour Investments
Madison,
Wisconsin
|
-$3.57K |
| 5 |
Global Retirement Partners
San Rafael,
California
|
-$32 |
SHRY Hedge Fund Activity: Q3 2023 in Review
17 of the 6,316 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 2023, worth a combined $9.7M — up 1.2% from $9.6M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new SHRY positions and 0 closed out — a net gain of 1 holder — while 5 added to existing stakes and 6 trimmed.
The largest buyer was Manchester Financial, adding an estimated $2.75M. The largest seller was Silver Oak Securities, cutting an estimated $1.4M.
- 17 institutional investors held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $9.7M of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF stock for Q3 2023, up 1.2% quarter-over-quarter.
- 1 fund opened new First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF positions in Q3 2023 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 2023 was Manchester Financial, an estimated $2.75M added.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF seller in Q3 2023 was Silver Oak Securities, an estimated $1.4M sold.
Based on aggregated 13F filings for Q3 2023.