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

163 hedge funds and large institutions have $1.11B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 83 increasing their positions, 35 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 35

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

40% more capital invested

Capital invested by funds: $791M → $1.11B (+$316M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% more funds holding

Funds holding: 151163 (+12)

2.26% more ownership

Funds ownership: 62.08%64.34% (+2.3%)

Holders
163
Holders Change
+12
Holders Change %
+7.95%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
30
Increased
83
Reduced
35
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$6.33M
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$6.24M +$3.77M +82,924 +156%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$5.18M -$20.5M -450,686 -80%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$4.96M
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$4.81M -$1.96M -43,175 -29%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$4.75M +$1.81M +39,894 +63%
LFAS
32
Level Four Advisory Services
Texas
$4.48M +$4.45M +97,918 New
EE
33
EWG Elevate
California
$3.77M +$128K +2,822 +4%
JCM
34
Janney Capital Management
Pennsylvania
$3.63M +$574K +12,628 +19%
AWM
35
AE Wealth Management
Kansas
$3.48M +$1.04M +22,910 +43%
BFA
36
Brendel Financial Advisors
New Hampshire
$3.42M +$310K +6,820 +10%
Renaissance Technologies
37
Renaissance Technologies
New York
$3.04M +$2.53M +55,800 +526%
SS
38
Simplicity Solutions
Minnesota
$2.76M +$1.37M +30,161 +100%
ACA
39
Ascension Capital Advisors
Texas
$2.74M -$67.1K -1,478 -2%
FPGK
40
Financial Partners Group (Kansas)
Kansas
$2.55M +$2.53M +55,692 New
MML Investors Services
41
MML Investors Services
Massachusetts
$2.54M -$6.14M -135,266 -71%
WCFA
42
Walkner Condon Financial Advisors
Wisconsin
$2.38M +$654K +14,408 +38%
FTUS
43
Flow Traders U.S.
New York
$2.32M -$64.6M -1,422,547 -97%
AA
44
Argent Advisors
Louisiana
$2.3M +$2.01M +44,296 +743%
OMC
45
Old Mission Capital
Illinois
$2.28M -$745K -16,415 -25%
CIA
46
Capital Investment Advisors
Georgia
$2.26M +$1.22M +26,970 +120%
MWM
47
Mattern Wealth Management
Kansas
$2.26M +$2.24M +49,294 New
CWM
48
Cranbrook Wealth Management
Michigan
$2.16M +$888K +19,557 +71%
SCA
49
Snowden Capital Advisors
New York
$2.09M +$66.9K +1,473 +3%
FHC
50
First Heartland Consultants
Missouri
$2.03M +$2.01M +44,275 New

HYLS Hedge Fund Activity: Q2 2020 in Review

163 of the 4,878 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 2020, worth a combined $1.11B — up 40% from $791M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new HYLS positions and 18 closed out — a net gain of 12 holders — while 83 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $161M. The largest seller was Flow Traders U.S., cutting an estimated $64.6M.

  • 163 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q2 2020, up from 151 in Q1 2020.
  • Funds reported $1.11B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q2 2020, up 40% quarter-over-quarter.
  • 30 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q2 2020 and 18 closed out, a net change of +12 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q2 2020 was Morgan Stanley, an estimated $161M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q2 2020 was Flow Traders U.S., an estimated $64.6M sold.

Based on aggregated 13F filings for Q2 2020.