First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF
SHRY
19 hedge funds and large institutions have $13.9M invested in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 1 closing their positions.
28% more capital invested
Capital invested by funds: $10.9M → $13.9M (+$3.07M)
9.07% more ownership
Funds ownership: 57.24% → 66.31% (+9.1%)
0% more funds holding
Funds holding: 19 → 19 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
67% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.43M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
+$208K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$18.6K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$18.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$266K |
| 2 |
MF
Manchester Financial
Westlake Village,
California
|
-$235K |
| 3 |
LPL Financial
San Diego,
California
|
-$104K |
| 4 |
CWA
Clarus Wealth Advisors
Peoria,
Arizona
|
-$95.9K |
| 5 |
Mariner
Overland Park,
Kansas
|
-$70.1K |
SHRY Hedge Fund Activity: Q1 2024 in Review
19 of the 6,943 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 Q1 2024, worth a combined $13.9M — up 28% from $10.9M a quarter earlier.
Fund positioning in SHRY was balanced in Q1 2024: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 9 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $2.43M. The largest seller was Osaic Holdings, cutting an estimated $266K.
- 19 institutional investors held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $13.9M of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF stock for Q1 2024, up 28% quarter-over-quarter.
- 1 fund opened new First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF positions in Q1 2024 and 1 closed out, a net change of 0 holders.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $2.43M added.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF seller in Q1 2024 was Osaic Holdings, an estimated $266K sold.
Based on aggregated 13F filings for Q1 2024.