We are live on ! Find out more
HYLS icon

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

124 hedge funds and large institutions have $888M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 6

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

28% more funds holding

Funds holding: 97124 (+27)

16% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 37

0.13% more ownership

Funds ownership: 72.08%72.22% (+0.13%)

0% less capital invested

Capital invested by funds: $889M → $888M (-$1.61M)

Holders
124
Holders Change
+27
Holders Change %
+27.84%
% of All Funds
2.81%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.18%
New
33
Increased
43
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$4.17M +$76.2K +1,564 +2%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$3.73M -$42.5K -872 -1%
PNC
28
Park National Corp
Ohio
$3.64M +$363K +7,450 +11%
WWMSC
29
Wagner Wealth Management (South Carolina)
South Carolina
$3.63M +$3.46M +71,055 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$3.45M -$781K -16,026 -18%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$3.28M +$2.51M +51,442 +321%
CP
32
Camelot Portfolios
Ohio
$3.11M -$85.6K -1,758 -3%
Citigroup
33
Citigroup
New York
$3.02M +$79.1K +1,624 +3%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$3.01M +$388K +7,972 +15%
CAG
35
Csenge Advisory Group
Florida
$2.93M +$157K +3,229 +6%
IH
36
IFC Holdings
Florida
$2.73M +$1.35M +27,704 +97%
HPC
37
Hobart Private Capital
North Carolina
$2.68M +$2.68M +55,105 New
WI
38
Wintrust Investments
Illinois
$2.64M +$139K +2,858 +6%
AWM
39
AE Wealth Management
Kansas
$2.46M +$1.5M +30,716 +154%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$2.22M +$177K +3,637 +9%
UR
41
USCA RIA
Texas
$1.85M +$817K +16,770 +79%
CIA
42
Capital Investment Advisors
Georgia
$1.82M +$152K +3,128 +9%
SCA
43
Snowden Capital Advisors
New York
$1.82M -$145K -2,977 -7%
FPCP
44
Fort Point Capital Partners
California
$1.7M -$149K -3,060 -8%
GLA
45
Great Lakes Advisors
Illinois
$1.59M -$372K -7,633 -19%
State of Tennessee, Department of Treasury
46
State of Tennessee, Department of Treasury
Tennessee
$1.52M +$1.52M +31,300 New
Renaissance Technologies
47
Renaissance Technologies
New York
$1.46M +$1.47M +30,100 New
CCA
48
Clearwater Capital Advisors
Illinois
$1.34M -$23.1K -475 -2%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$1.27M +$161K +3,309 +14%
JP Morgan Chase
50
JP Morgan Chase
New York
$1.21M +$406K +8,328 +50%

HYLS Hedge Fund Activity: Q4 2017 in Review

124 of the 4,409 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 Q4 2017, worth a combined $888M — down 0.18% from $889M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HYLS positions and 6 closed out — a net gain of 27 holders — while 43 added to existing stakes and 37 trimmed.

The largest buyer was Advocacy Wealth Management Services, adding an estimated $8.61M. The largest seller was Morgan Stanley, cutting an estimated $15.1M.

  • 124 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q4 2017, up from 97 in Q3 2017.
  • Funds reported $888M of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q4 2017, down 0.18% quarter-over-quarter.
  • 33 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q4 2017 and 6 closed out, a net change of +27 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q4 2017 was Advocacy Wealth Management Services, an estimated $8.61M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q4 2017 was Morgan Stanley, an estimated $15.1M sold.

Based on aggregated 13F filings for Q4 2017.