First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF
SHRY
19 hedge funds and large institutions have $10.9M invested in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 7 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
12% more capital invested
Capital invested by funds: $9.67M → $10.9M (+$1.18M)
12% more funds holding
Funds holding: 17 → 19 (+2)
5.3% less ownership
Funds ownership: 62.54% → 57.24% (-5.3%)
86% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.05M |
| 2 |
Morgan Stanley
New York
|
+$64 |
| 3 |
NS
NBC Securities
Birmingham,
Alabama
|
+$32 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$713K |
| 2 |
AWS
Atria Wealth Solutions
New York
|
-$231K |
| 3 |
LPL Financial
San Diego,
California
|
-$170K |
| 4 |
MF
Manchester Financial
Westlake Village,
California
|
-$158K |
| 5 |
Mariner
Overland Park,
Kansas
|
-$22.1K |
SHRY Hedge Fund Activity: Q4 2023 in Review
19 of the 6,860 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 Q4 2023, worth a combined $10.9M — up 12% from $9.67M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SHRY positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 7 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.05M. The largest seller was Susquehanna International Group, cutting an estimated $713K.
- 19 institutional investors held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) as of Q4 2023, up from 17 in Q3 2023.
- Funds reported $10.9M of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF stock for Q4 2023, up 12% quarter-over-quarter.
- 3 funds opened new First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF positions in Q4 2023 and 1 closed out, a net change of +2 holders.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF buyer in Q4 2023 was Citadel Advisors, an estimated $1.05M added.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF seller in Q4 2023 was Susquehanna International Group, an estimated $713K sold.
Based on aggregated 13F filings for Q4 2023.