First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
202 hedge funds and large institutions have $1.06B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 79 increasing their positions, 77 reducing their positions, and 25 closing their positions.
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
3% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 77
5% less capital invested
Capital invested by funds: $1.11B → $1.06B (-$51.7M)
2% less funds holding
Funds holding: 206 → 202 (-4)
2.9% less ownership
Funds ownership: 68.55% → 65.64% (-2.9%)
12% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$14.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$5.92M |
| 3 |
OCM
One Capital Management
Westlake Village,
California
|
+$4.93M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.81M |
| 5 |
KFP
KMG Fiduciary Partners
Toledo,
Ohio
|
+$4.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$23.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$15.9M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$12.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$10M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$7.33M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
226
PSI Advisors
Tampa,
Florida
| – | +$122 | +3 | New |
|
227
Fidelity Investments
Boston,
Massachusetts
| – | +$203 | +5 | +500% |
|
HYLS Hedge Fund Activity: Q3 2022 in Review
202 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) for Q3 2022, worth a combined $1.06B — down 4.7% from $1.11B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of HYLS and 22 opened new positions — a net loss of 3 holders — while 77 trimmed existing stakes and 79 added.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $14.6M. The largest seller was Morgan Stanley, cutting an estimated $23.4M.
- 202 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q3 2022, down from 206 in Q2 2022.
- Funds reported $1.06B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q3 2022, down 4.7% quarter-over-quarter.
- 22 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q3 2022 and 25 closed out, a net change of -3 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q3 2022 was Old Mission Capital, an estimated $14.6M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q3 2022 was Morgan Stanley, an estimated $23.4M sold.
Based on aggregated 13F filings for Q3 2022.