We are live on ! Find out more
HYLS icon

First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF

72 hedge funds and large institutions have $652M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

54% more capital invested

Capital invested by funds: $424M → $652M (+$229M)

24% more funds holding

Funds holding: 5872 (+14)

14% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 22

Holders
72
Holders Change
+14
Holders Change %
+24.14%
% of All Funds
1.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
21
Increased
25
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
26
Argentus Capital Management
Texas
$1.71M +$1.68M +36,024 New
VKH
27
Virtu KCG Holdings
New York
$1.64M +$1.61M +34,507 New
1IA
28
1834 Investment Advisors
Wisconsin
$1.45M +$1.42M +30,547 New
MMA
29
Miracle Mile Advisors
California
$1.41M -$62.1K -1,334 -4%
LI
30
LVZ Inc
Michigan
$1.34M +$1.32M +28,257 New
AIG
31
American International Group
New York
$1.3M -$81.5K -1,750 -6%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$1.23M +$322K +6,917 +36%
CIA
33
Capital Investment Advisors
Georgia
$1.16M +$440K +9,438 +62%
SCA
34
Snowden Capital Advisors
New York
$1.12M +$1.1M +23,573 New
AGA
35
Accuvest Global Advisors
Utah
$808K
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$735K -$492K -10,564 -41%
BA
37
BKS Advisors
Michigan
$687K +$159K +3,420 +31%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$681K -$116K -2,486 -15%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$678K +$280K +6,010 +72%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$628K +$295K +6,328 +91%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$624K +$68.5K +1,471 +13%
AC
42
AFAM Capital
Texas
$543K -$1.69M -36,184 -76%
SI
43
Stephens Inc
Arkansas
$516K +$507K +10,893 New
PAG
44
Private Advisor Group
New Jersey
$494K +$486K +10,425 New
CAN
45
Cetera Advisor Networks
California
$484K -$201K -4,309 -30%
Millennium Management
46
Millennium Management
New York
$476K -$68.6K -1,472 -13%
GC
47
Guggenheim Capital
Illinois
$458K -$42.3K -909 -9%
SCA
48
Strategic Capital Alternatives
United States
$437K +$430K +9,224 New
GLA
49
Great Lakes Advisors
Illinois
$383K +$376K +8,072 New
PTC
50
Private Trust Company
Ohio
$379K

HYLS Hedge Fund Activity: Q1 2016 in Review

72 of the 3,753 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 2016, worth a combined $652M — up 54% from $424M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HYLS positions and 7 closed out — a net gain of 14 holders — while 25 added to existing stakes and 22 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $99.2M. The largest seller was First Trust Advisors, cutting an estimated $20.7M.

  • 72 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q1 2016, up from 58 in Q4 2015.
  • Funds reported $652M of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q1 2016, up 54% quarter-over-quarter.
  • 21 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q1 2016 and 7 closed out, a net change of +14 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q1 2016 was Flow Traders U.S., an estimated $99.2M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q1 2016 was First Trust Advisors, an estimated $20.7M sold.

Based on aggregated 13F filings for Q1 2016.