First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
28 hedge funds and large institutions have $20.5M invested in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 9 closing their positions.
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
21% more capital invested
Capital invested by funds: $16.9M → $20.5M (+$3.58M)
9.42% more ownership
Funds ownership: 45.37% → 54.79% (+9.4%)
10% less funds holding
Funds holding: 31 → 28 (-3)
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3.44M |
| 2 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
+$1.03M |
| 3 |
VF
VitalStone Financial
Shavano Park,
Texas
|
+$654K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$504K |
| 5 |
LPL Financial
San Diego,
California
|
+$501K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$902K |
| 2 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$790K |
| 3 |
TPW
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
-$502K |
| 4 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$415K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$213K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DWMG
26
DB Wealth Management Group
San Diego,
California
| $2.03K | – | – | – |
|
|
AA
27
AlphaMark Advisors
Ft. Wright,
Kentucky
| $2K | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $71 | +$44 | +1 | +100% |
|
|
29
Envestnet Asset Management
Chicago,
Illinois
| – | -$902K | -20,278 | Closed |
|
|
CFGS
30
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$790K | -17,808 | Closed |
|
|
TPW
31
Tiller Private Wealth
Bethlehem,
Pennsylvania
| – | -$502K | -11,292 | Closed |
|
|
SOS
32
Silver Oak Securities
Jackson,
Tennessee
| – | -$415K | -9,326 | Closed |
|
|
SPC
33
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$213K | -4,781 | Closed |
|
34
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$212 | -4,777 | Closed |
|
|
AAS
35
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$79.8K | -1,793 | Closed |
|
|
GWSG
36
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$44.5K | -1,000 | Closed |
|
|
BAM
37
Belpointe Asset Management
Reno,
Nevada
| – | -$33.3K | -748 | Closed |
|
HISF Hedge Fund Activity: Q2 2023 in Review
28 of the 6,369 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 Q2 2023, worth a combined $20.5M — up 21% from $16.9M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of HISF and 6 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 11 added.
The largest buyer was Jane Street, adding an estimated $3.44M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $902K sold.
- 28 institutional investors held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) as of Q2 2023, down from 31 in Q1 2023.
- Funds reported $20.5M of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF stock for Q2 2023, up 21% quarter-over-quarter.
- 6 funds opened new First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF positions in Q2 2023 and 9 closed out, a net change of -3 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF buyer in Q2 2023 was Jane Street, an estimated $3.44M added.
- The largest First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF seller in Q2 2023 was Envestnet Asset Management, an estimated $902K sold.
Based on aggregated 13F filings for Q2 2023.