We are live on ! Find out more
HYLS icon

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

141 hedge funds and large institutions have $846M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 34

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

12% more capital invested

Capital invested by funds: $758M → $846M (+$88.7M)

6% more funds holding

Funds holding: 133141 (+8)

1.37% less ownership

Funds ownership: 62.3%60.94% (-1.4%)

Holders
141
Holders Change
+8
Holders Change %
+6.02%
% of All Funds
3.09%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.15%
New
23
Increased
65
Reduced
34
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIS
26
Harvest Investment Services
Illinois
$5.13M +$3.81M +79,156 +291%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$4.82M +$70.4K +1,461 +1%
CAG
28
Csenge Advisory Group
Florida
$4.75M +$783K +16,249 +20%
Jane Street
29
Jane Street
New York
$4.71M +$4.7M +97,554 New
AI
30
Atria Investments
North Carolina
$3.61M +$277K +5,755 +8%
EWM
31
Executive Wealth Management
Michigan
$3.43M +$601K +12,472 +21%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$3.21M +$207K +4,304 +7%
NA
33
NewEdge Advisors
Louisiana
$2.92M +$138K +2,871 +5%
BFA
34
Brendel Financial Advisors
New Hampshire
$2.9M +$2.9M +60,221 New
AWM
35
AE Wealth Management
Kansas
$2.78M -$148K -3,065 -5%
WP
36
WealthSource Partners
California
$2.55M +$478K +9,929 +23%
Renaissance Technologies
37
Renaissance Technologies
New York
$2.48M +$801K +16,618 +48%
FAAS
38
First Allied Advisory Services
California
$2.45M +$272K +5,654 +13%
US Bancorp
39
US Bancorp
Minnesota
$2.41M +$491K +10,186 +26%
LA
40
LexAurum Advisors
Kansas
$2.31M -$11.1K -231 -0.5%
CP
41
Camelot Portfolios
Ohio
$2.23M -$37.5K -778 -2%
WA
42
WESPAC Advisors
California
$2.04M -$460K -9,559 -18%
Citigroup
43
Citigroup
New York
$1.89M
MML Investors Services
44
MML Investors Services
Massachusetts
$1.78M -$1.09M -22,687 -38%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$1.76M +$375K +7,780 +27%
CWM
46
Cranbrook Wealth Management
Michigan
$1.74M -$121K -2,515 -7%
PFS
47
Prospera Financial Services
Texas
$1.72M +$174K +3,618 +11%
SCA
48
Snowden Capital Advisors
New York
$1.64M +$265K +5,497 +19%
SWP
49
Stratos Wealth Partners
Ohio
$1.6M +$321K +6,664 +25%
AT
50
Arden Trust
Delaware
$1.43M -$72.9K -1,513 -5%

HYLS Hedge Fund Activity: Q3 2019 in Review

141 of the 4,560 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 2019, worth a combined $846M — up 12% from $758M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HYLS positions and 15 closed out — a net gain of 8 holders — while 65 added to existing stakes and 34 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26.2M. The largest seller was LVZ Inc, cutting an estimated $16.4M.

  • 141 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q3 2019, up from 133 in Q2 2019.
  • Funds reported $846M of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q3 2019, up 12% quarter-over-quarter.
  • 23 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q3 2019 and 15 closed out, a net change of +8 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q3 2019 was Morgan Stanley, an estimated $26.2M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q3 2019 was LVZ Inc, an estimated $16.4M sold.

Based on aggregated 13F filings for Q3 2019.