First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
31 hedge funds and large institutions have $16.5M invested in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 18 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
3% more funds holding
Funds holding: 30 → 31 (+1)
18.21% less ownership
Funds ownership: 59.9% → 41.69% (-18%)
43% less capital invested
Capital invested by funds: $28.8M → $16.5M (-$12.2M)
89% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$340K |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$140K |
| 3 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$48.3K |
| 4 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$44.4K |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$32.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
-$7.22M |
| 2 |
PWA
PCG Wealth Advisors
Overland Park,
Kansas
|
-$2.6M |
| 3 |
Jane Street
New York
|
-$1.26M |
| 4 |
TPW
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
-$656K |
| 5 |
C
CEDRUS
Littleton,
Colorado
|
-$320K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFG
26
Larson Financial Group
St Louis,
Missouri
| $11K | – | – | – |
|
|
RIA
27
Realta Investment Advisors
Wilmington,
Delaware
| $4.4K | – | – | – |
|
|
DWMG
28
DB Wealth Management Group
San Diego,
California
| $2.03K | -$14.7K | -334 | -88% |
|
|
AA
29
AlphaMark Advisors
Ft. Wright,
Kentucky
| $2K | – | – | – |
|
30
Wells Fargo
San Francisco,
California
| $44 | – | – | – |
|
31
Fidelity Investments
Boston,
Massachusetts
| $44 | +$44 | +1 | New |
|
|
PWA
32
PCG Wealth Advisors
Overland Park,
Kansas
| – | -$2.6M | -59,576 | Closed |
|
33
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$11K | -256 | Closed |
|
|
CP
34
Castleview Partners
Dallas,
Texas
| – | -$5K | -106 | Closed |
|
HISF Hedge Fund Activity: Q4 2022 in Review
31 of the 6,221 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 Q4 2022, worth a combined $16.5M — down 43% from $28.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new HISF positions and 3 closed out — a net gain of 2 holders — while 2 added to existing stakes and 18 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $340K. The largest seller was Hantz Financial Services, cutting an estimated $7.22M.
- 31 institutional investors held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) as of Q4 2022, up from 30 in Q3 2022.
- Funds reported $16.5M of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF stock for Q4 2022, down 43% quarter-over-quarter.
- 5 funds opened new First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF positions in Q4 2022 and 3 closed out, a net change of +2 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF buyer in Q4 2022 was Citadel Advisors, an estimated $340K added.
- The largest First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF seller in Q4 2022 was Hantz Financial Services, an estimated $7.22M sold.
Based on aggregated 13F filings for Q4 2022.