First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
31 hedge funds and large institutions have $92.9M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 5 closing their positions.
183% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 6
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
37% more capital invested
Capital invested by funds: $67.9M → $92.9M (+$25M)
7% more funds holding
Funds holding: 29 → 31 (+2)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$20.4M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$2.74M |
| 3 |
BCM
Bluefin Capital Management
New York
|
+$2.04M |
| 4 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
+$981K |
| 5 |
LPL Financial
San Diego,
California
|
+$500K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CP
Camelot Portfolios
Maumee,
Ohio
|
-$3.46M |
| 2 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$276K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$269K |
| 4 |
Jane Street
New York
|
-$202K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$197K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
26
Next Financial Group
Houston,
Texas
| $38K | +$38.5K | +734 | New |
|
27
Citigroup
New York
| $32K | – | – | – |
|
|
WA
28
WFG Advisors
Dallas,
Texas
| $31K | +$23.2K | +442 | +293% |
|
|
RIA
29
Regal Investment Advisors
Kentwood,
Michigan
| $24K | +$23.6K | +450 | New |
|
|
BRWA
30
B. Riley Wealth Advisors
Boca Raton,
Florida
| $4.99K | +$4.98K | +95 | New |
|
|
TRCT
31
Tower Research Capital (TRC)
New York
| $1K | -$17.2K | -328 | -93% |
|
|
CP
32
Camelot Portfolios
Maumee,
Ohio
| – | -$3.46M | -66,182 | Closed |
|
|
RCAG
33
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$276K | -5,276 | Closed |
|
|
PAG
34
Private Advisor Group
Morristown,
New Jersey
| – | -$269K | -5,149 | Closed |
|
|
35
Jane Street
New York
| – | -$202K | -3,871 | Closed |
|
36
Ameriprise
Minneapolis,
Minnesota
| – | -$58K | -1,110 | Closed |
|
HYLS Hedge Fund Activity: Q2 2014 in Review
31 of the 3,479 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 Q2 2014, worth a combined $92.9M — up 37% from $67.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HYLS positions and 5 closed out — a net gain of 2 holders — while 17 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $20.4M. The largest seller was Camelot Portfolios, exiting entirely with an estimated $3.46M sold.
- 31 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q2 2014, up from 29 in Q1 2014.
- Funds reported $92.9M of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q2 2014, up 37% quarter-over-quarter.
- 7 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q2 2014 and 5 closed out, a net change of +2 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q2 2014 was Morgan Stanley, an estimated $20.4M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q2 2014 was Camelot Portfolios, an estimated $3.46M sold.
Based on aggregated 13F filings for Q2 2014.