First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
14 hedge funds and large institutions have $13.2M invested in First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF in 2015 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 0 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
8% more funds holding
Funds holding: 13 → 14 (+1)
1% less capital invested
Capital invested by funds: $13.4M → $13.2M (-$166K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$547K |
| 2 |
Jane Street
New York
|
+$131K |
| 3 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$50K |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$45.6K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$43.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$590K |
| 2 |
SI
SII Investments
Appleton,
Wisconsin
|
-$25K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$9.31K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Goldman Sachs
New York
| $4.81M | – | – | – |
|
2
Citigroup
New York
| $2.45M | – | – | – |
|
|
VKH
3
Virtu KCG Holdings
New York
| $1.63M | -$9.31K | -186 | -0.6% |
|
|
4
LPL Financial
San Diego,
California
| $1.48M | +$547K | +10,930 | +57% |
|
|
5
Jane Street
New York
| $1.13M | +$131K | +2,613 | +13% |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $649K | +$43.8K | +875 | +7% |
|
|
CS
7
Credit Suisse
Zurich,
Switzerland
| $477K | -$590K | -11,797 | -55% |
|
|
SI
8
SII Investments
Appleton,
Wisconsin
| $351K | -$25K | -500 | -7% |
|
|
MFS
9
MSI Financial Services
Springfield,
Massachusetts
| $112K | +$45.6K | +911 | +66% |
|
|
TFA
10
Transamerica Financial Advisors
St. Petersburg,
Florida
| $98K | +$50K | +1,000 | +100% |
|
|
BFEC
11
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $5K | – | – | – |
|
|
WA
12
WFG Advisors
Dallas,
Texas
| $4K | +$50 | +1 | +1% |
|
|
AIG
13
American International Group
New York
| $2.69K | +$2.75K | +55 | New |
|
HISF Hedge Fund Activity: Q2 2015 in Review
14 of the 3,712 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 2015, worth a combined $13.2M — down 1.2% from $13.4M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new HISF positions and 0 closed out — a net gain of 1 holder — while 6 added to existing stakes and 3 trimmed.
The largest buyer was LPL Financial, adding an estimated $547K. The largest seller was Credit Suisse, cutting an estimated $590K.
- 14 institutional investors held First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF (HISF) as of Q2 2015, up from 13 in Q1 2015.
- Funds reported $13.2M of First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF stock for Q2 2015, down 1.2% quarter-over-quarter.
- 1 fund opened new First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF positions in Q2 2015 and 0 closed out, a net change of +1 holder.
- The largest First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF buyer in Q2 2015 was LPL Financial, an estimated $547K added.
- The largest First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF seller in Q2 2015 was Credit Suisse, an estimated $590K sold.
Based on aggregated 13F filings for Q2 2015.