First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF
SHRY
19 hedge funds and large institutions have $12.5M invested in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
12% more capital invested
Capital invested by funds: $11.2M → $12.5M (+$1.35M)
6% more funds holding
Funds holding: 18 → 19 (+1)
1.73% more ownership
Funds ownership: 59.05% → 60.78% (+1.7%)
63% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.1M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$604K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$215K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.49K |
| 5 |
FPWM
FSB Premier Wealth Management
Waterloo,
Iowa
|
+$79 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$929K |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$305K |
| 3 |
MF
Manchester Financial
Westlake Village,
California
|
-$238K |
| 4 |
Mariner
Overland Park,
Kansas
|
-$51K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$20.5K |
SHRY Hedge Fund Activity: Q3 2024 in Review
19 of the 6,965 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 2024, worth a combined $12.5M — up 12% from $11.2M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SHRY positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 8 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.1M. The largest seller was Citadel Advisors, cutting an estimated $929K.
- 19 institutional investors held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) as of Q3 2024, up from 18 in Q2 2024.
- Funds reported $12.5M of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF stock for Q3 2024, up 12% quarter-over-quarter.
- 2 funds opened new First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF positions in Q3 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 Q3 2024 was LPL Financial, an estimated $1.1M added.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF seller in Q3 2024 was Citadel Advisors, an estimated $929K sold.
Based on aggregated 13F filings for Q3 2024.