First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF
SHRY
19 hedge funds and large institutions have $12.2M invested in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 2 closing their positions.
28% more capital inflows, than outflows
Capital inflows: $798K | Capital outflows: $626K
0.83% more ownership
Funds ownership: 60.78% → 61.6% (+0.83%)
0% more funds holding
Funds holding: 19 → 19 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$509K |
| 2 |
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$260K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$11.6K |
| 4 |
FSB Premier Wealth Management
Waterloo,
Iowa
|
+$248 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$224K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$223K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$64.7K |
| 4 |
Manchester Financial
Westlake Village,
California
|
-$52.6K |
| 5 |
NBC Securities
Birmingham,
Alabama
|
-$38K |
SHRY Hedge Fund Activity: Q4 2024 in Review
19 of the 7,621 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 2024, worth a combined $12.2M — down 2.4% from $12.5M a quarter earlier.
Fund positioning in SHRY was balanced in Q4 2024: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 5 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $509K. The largest seller was LPL Financial, cutting an estimated $224K.
- 19 institutional investors held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $12.2M of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF stock for Q4 2024, down 2.4% quarter-over-quarter.
- 2 funds opened new First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF positions in Q4 2024 and 2 closed out, a net change of 0 holders.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF buyer in Q4 2024 was Susquehanna International Group, an estimated $509K added.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF seller in Q4 2024 was LPL Financial, an estimated $224K sold.
Based on aggregated 13F filings for Q4 2024.