First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
30 hedge funds and large institutions have $27.3M invested in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 6 closing their positions.
38% more capital invested
Capital invested by funds: $19.8M → $27.3M (+$7.54M)
12.76% more ownership
Funds ownership: 25.83% → 38.59% (+13%)
0% more funds holding
Funds holding: 30 → 30 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
45% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
+$12.3M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$291K |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$249K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$244K |
| 5 |
EP
Eudaimonia Partners
Winchester,
Tennessee
|
+$66.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$1.75M |
| 2 |
Jane Street
New York
|
-$1.75M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$431K |
| 4 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$397K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$335K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DWMG
26
DB Wealth Management Group
San Diego,
California
| $2K | +$1.55K | +32 | New |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $1K | -$12.2K | -252 | -94% |
|
|
LAS
28
Lloyd Advisory Services
Suwanee,
Georgia
| $1K | – | – | – |
|
29
Fifth Third Bancorp
Cincinnati,
Ohio
| $1K | +$824 | +17 | New |
|
|
SS
30
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$1.75M | -36,490 | Closed |
|
|
31
Jane Street
New York
| – | -$1.75M | -36,466 | Closed |
|
|
KAS
32
Kestra Advisory Services
Austin,
Texas
| – | -$431K | -9,010 | Closed |
|
|
CCFM
33
Clear Creek Financial Management
Silverdale,
Washington
| – | -$397K | -8,313 | Closed |
|
34
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$298K | -6,224 | Closed |
|
35
Citadel Advisors
Miami,
Florida
| – | -$262K | -5,483 | Closed |
|
36
Wells Fargo
San Francisco,
California
| – | -$20.7K | -427 | -100% |
|
HISF Hedge Fund Activity: Q1 2021 in Review
30 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) for Q1 2021, worth a combined $27.3M — up 38% from $19.8M a quarter earlier.
Fund positioning in HISF was balanced in Q1 2021: 6 funds opened new positions, 6 closed out, 6 added to existing stakes and 11 trimmed.
The largest buyer was Synergy Asset Management, adding an estimated $12.3M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $1.75M sold.
- 30 institutional investors held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $27.3M of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF stock for Q1 2021, up 38% quarter-over-quarter.
- 6 funds opened new First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF positions in Q1 2021 and 6 closed out, a net change of 0 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF buyer in Q1 2021 was Synergy Asset Management, an estimated $12.3M added.
- The largest First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF seller in Q1 2021 was Simplicity Solutions, an estimated $1.75M sold.
Based on aggregated 13F filings for Q1 2021.