First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF
SHRY
18 hedge funds and large institutions have $11.2M invested in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in 2024 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 1 closing their positions.
5% less funds holding
Funds holding: 19 → 18 (-1)
7.26% less ownership
Funds ownership: 66.31% → 59.05% (-7.3%)
20% less capital invested
Capital invested by funds: $13.9M → $11.2M (-$2.73M)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$161K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$31.6K |
| 3 |
FPWM
FSB Premier Wealth Management
Waterloo,
Iowa
|
+$151 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.65M |
| 2 |
MF
Manchester Financial
Westlake Village,
California
|
-$94.8K |
| 3 |
CWA
Clarus Wealth Advisors
Peoria,
Arizona
|
-$31.3K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$8.64K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.83K |
SHRY Hedge Fund Activity: Q2 2024 in Review
18 of the 6,925 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 2024, worth a combined $11.2M — down 20% from $13.9M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of SHRY and 0 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 3 added.
The largest buyer was LPL Financial, adding an estimated $161K. The largest seller was Susquehanna International Group, cutting an estimated $2.65M.
- 18 institutional investors held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) as of Q2 2024, down from 19 in Q1 2024.
- Funds reported $11.2M of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF stock for Q2 2024, down 20% quarter-over-quarter.
- 0 funds opened new First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF positions in Q2 2024 and 1 closed out, a net change of -1 holder.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF buyer in Q2 2024 was LPL Financial, an estimated $161K added.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF seller in Q2 2024 was Susquehanna International Group, an estimated $2.65M sold.
Based on aggregated 13F filings for Q2 2024.