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

155 hedge funds and large institutions have $943M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 33 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 33

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

11% more capital invested

Capital invested by funds: $846M → $943M (+$96.6M)

10% more funds holding

Funds holding: 141155 (+14)

0.54% more ownership

Funds ownership: 60.94%61.47% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
155
Holders Change
+14
Holders Change %
+9.93%
% of All Funds
3.05%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
34
Increased
74
Reduced
33
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Advisor Group
Arizona
$6.04M +$520K +10,767 +10%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$5.39M -$174K -3,597 -3%
RJA
28
Raymond James & Associates
Florida
$5.17M -$332K -6,880 -6%
HIS
29
Harvest Investment Services
Illinois
$5.07M -$116K -2,395 -2%
CAG
30
Csenge Advisory Group
Florida
$4.95M +$151K +3,125 +3%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$4.82M +$1.56M +32,315 +49%
AI
32
Atria Investments
North Carolina
$4.76M +$1.1M +22,732 +30%
EWM
33
Executive Wealth Management
Michigan
$3.92M +$441K +9,136 +13%
BFA
34
Brendel Financial Advisors
New Hampshire
$3.58M +$635K +13,148 +22%
AWM
35
AE Wealth Management
Kansas
$3.56M +$740K +15,325 +27%
NA
36
NewEdge Advisors
Louisiana
$2.92M -$36.2K -750 -1%
Renaissance Technologies
37
Renaissance Technologies
New York
$2.89M +$379K +7,854 +15%
FAAS
38
First Allied Advisory Services
California
$2.85M +$385K +7,963 +16%
WP
39
WealthSource Partners
California
$2.76M +$178K +3,676 +7%
CCFM
40
Clear Creek Financial Management
Washington
$2.69M +$1.8M +37,342 +210%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$2.67M +$876K +18,128 +50%
US Bancorp
42
US Bancorp
Minnesota
$2.66M +$222K +4,596 +9%
LA
43
LexAurum Advisors
Kansas
$2.54M +$194K +4,017 +8%
ACA
44
Ascension Capital Advisors
Texas
$2.48M +$2.46M +50,876 New
EE
45
EWG Elevate
California
$2.47M +$2.45M +50,706 New
SS
46
Simplicity Solutions
Minnesota
$2.37M +$1.06M +21,950 +82%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.28M +$1.55M +31,997 +217%
CP
48
Camelot Portfolios
Ohio
$2.25M -$7.54K -156 -0.3%
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$2.13M +$2.11M +43,700 New
SCA
50
Snowden Capital Advisors
New York
$1.93M +$273K +5,657 +17%

HYLS Hedge Fund Activity: Q4 2019 in Review

155 of the 5,075 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 2019, worth a combined $943M — up 11% from $846M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new HYLS positions and 18 closed out — a net gain of 16 holders — while 74 added to existing stakes and 33 trimmed.

The largest buyer was Jane Street, adding an estimated $29.4M. The largest seller was Trilogy Capital, exiting entirely with an estimated $6.14M sold.

  • 155 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q4 2019, up from 141 in Q3 2019.
  • Funds reported $943M of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q4 2019, up 11% quarter-over-quarter.
  • 34 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q4 2019 and 18 closed out, a net change of +16 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q4 2019 was Jane Street, an estimated $29.4M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q4 2019 was Trilogy Capital, an estimated $6.14M sold.

Based on aggregated 13F filings for Q4 2019.