First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
29 hedge funds and large institutions have $67.9M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 1 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 1
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
78% more capital invested
Capital invested by funds: $38.2M → $67.9M (+$29.6M)
53% more funds holding
Funds holding: 19 → 29 (+10)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$9.58M |
| 2 |
Morgan Stanley
New York
|
+$7.81M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$5.73M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.18M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Baird
Milwaukee,
Wisconsin
|
-$916K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$431K |
| 3 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$277K |
| 4 |
CP
Camelot Portfolios
Maumee,
Ohio
|
-$213K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$20.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $36K | -$20.8K | -400 | -36% |
|
27
Citigroup
New York
| $32K | +$31.5K | +604 | New |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| $18K | +$18.3K | +352 | New |
|
|
WA
29
WFG Advisors
Dallas,
Texas
| $8K | +$7.86K | +151 | New |
|
|
VKH
30
Virtu KCG Holdings
New York
| – | -$431K | -8,375 | Closed |
|
HYLS Hedge Fund Activity: Q1 2014 in Review
29 of the 3,463 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 Q1 2014, worth a combined $67.9M — up 78% from $38.2M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new HYLS positions and 1 closed out — a net gain of 10 holders — while 11 added to existing stakes and 6 trimmed.
The largest buyer was UBS, adding an estimated $9.58M. The largest seller was Baird, cutting an estimated $916K.
- 29 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q1 2014, up from 19 in Q4 2013.
- Funds reported $67.9M of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q1 2014, up 78% quarter-over-quarter.
- 11 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q1 2014 and 1 closed out, a net change of +10 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q1 2014 was UBS, an estimated $9.58M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q1 2014 was Baird, an estimated $916K sold.
Based on aggregated 13F filings for Q1 2014.