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

202 hedge funds and large institutions have $1.62B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 84 increasing their positions, 52 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 12

62% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 52

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

23% more capital invested

Capital invested by funds: $1.31B → $1.62B (+$306M)

21% more funds holding

Funds holding: 167202 (+35)

6.73% more ownership

Funds ownership: 66.31%73.04% (+6.7%)

Holders
202
Holders Change
+35
Holders Change %
+20.96%
% of All Funds
3.57%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.18%
New
48
Increased
84
Reduced
52
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$11.1M +$1.37M +28,430 +14%
OMC
27
Old Mission Capital
Illinois
$10.9M +$6.09M +126,577 +130%
RJA
28
Raymond James & Associates
Florida
$9.67M +$770K +16,002 +9%
SWP
29
Stratos Wealth Partners
Ohio
$8.64M -$1.3M -27,041 -13%
RA
30
RiverTree Advisors
Florida
$8.57M +$8.46M +175,905 New
Renaissance Technologies
31
Renaissance Technologies
New York
$8.14M +$2.72M +56,600 +51%
DWM
32
Darwin Wealth Management
Florida
$7.81M +$7.71M +160,323 New
AOG
33
Alpha Omega Group
Virginia
$7.31M +$7.22M +150,073 New
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$6.33M
AWA
35
Arkadios Wealth Advisors
Georgia
$6.08M +$6M +124,723 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$5.98M -$463K -9,636 -7%
MWM
37
Mattern Wealth Management
Kansas
$5.84M -$43.5K -905 -0.7%
CCFM
38
Clear Creek Financial Management
Washington
$5.68M +$5.61M +116,542 New
Baird Financial Group
39
Baird Financial Group
Wisconsin
$5.25M +$1.35M +28,114 +35%
KAS
40
Kestra Advisory Services
Texas
$5.14M +$655K +13,625 +15%
TCWA
41
Ten Capital Wealth Advisors
Washington
$5.11M -$67.9K -1,412 -1%
Truist Financial
42
Truist Financial
North Carolina
$4.99M -$9.42M -195,779 -66%
WCFA
43
Walkner Condon Financial Advisors
Wisconsin
$4.64M +$2.24M +46,612 +96%
BFA
44
Brendel Financial Advisors
New Hampshire
$4.56M +$701K +14,564 +18%
FF
45
Fluent Financial
Texas
$4.55M +$4.49M +93,319 New
AWM
46
AE Wealth Management
Kansas
$4.48M -$10.4M -215,900 -70%
Verition Fund Management
47
Verition Fund Management
Connecticut
$4.32M +$4.26M +88,565 New
EE
48
EWG Elevate
California
$4.19M +$155K +3,218 +4%
FPGK
49
Financial Partners Group (Kansas)
Kansas
$4.04M +$485K +10,081 +14%
ACA
50
Ascension Capital Advisors
Texas
$3.95M +$332K +6,905 +9%

HYLS Hedge Fund Activity: Q4 2020 in Review

202 of the 5,652 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 2020, worth a combined $1.62B — up 23% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new HYLS positions and 12 closed out — a net gain of 36 holders — while 84 added to existing stakes and 52 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $112M. The largest seller was Simplicity Solutions, cutting an estimated $11.1M.

  • 202 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q4 2020, up from 167 in Q3 2020.
  • Funds reported $1.62B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q4 2020, up 23% quarter-over-quarter.
  • 48 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q4 2020 and 12 closed out, a net change of +36 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q4 2020 was Jane Street, an estimated $112M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q4 2020 was Simplicity Solutions, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2020.