We are live on ! Find out more
HYLS icon

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

203 hedge funds and large institutions have $1.6B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 97 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 60

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1% more funds holding

Funds holding: 201203 (+2)

1% less capital invested

Capital invested by funds: $1.62B → $1.6B (-$18.1M)

2.82% less ownership

Funds ownership: 73.04%70.22% (-2.8%)

Holders
203
Holders Change
+2
Holders Change %
+1%
% of All Funds
3.56%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
23
Increased
97
Reduced
60
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$11.8M -$102M -2,081,234 -90%
AI
27
Atria Investments
North Carolina
$11.5M +$11.5M +236,317 New
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$11M -$524K -10,728 -5%
RJA
29
Raymond James & Associates
Florida
$10.7M +$1.07M +21,844 +11%
MWM
30
Mattern Wealth Management
Kansas
$9.76M +$3.94M +80,594 +67%
RA
31
RiverTree Advisors
Florida
$9.19M +$635K +13,005 +7%
SWP
32
Stratos Wealth Partners
Ohio
$9.01M +$388K +7,942 +4%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$8.4M +$2.44M +50,054 +41%
AWM
34
AE Wealth Management
Kansas
$8.03M +$3.57M +73,134 +80%
AOG
35
Alpha Omega Group
Virginia
$7.45M +$151K +3,086 +2%
Renaissance Technologies
36
Renaissance Technologies
New York
$7.3M -$830K -17,000 -10%
AWA
37
Arkadios Wealth Advisors
Georgia
$6.74M +$675K +13,813 +11%
KAS
38
Kestra Advisory Services
Texas
$6.48M +$1.36M +27,803 +26%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$6.42M +$1.19M +24,383 +23%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$6.33M
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$5.75M +$5.77M +118,145 New
TCWA
42
Ten Capital Wealth Advisors
Washington
$4.9M -$198K -4,048 -4%
BFA
43
Brendel Financial Advisors
New Hampshire
$4.69M +$143K +2,920 +3%
FF
44
Fluent Financial
Texas
$4.55M
EWM
45
Executive Wealth Management
Michigan
$4.54M +$1.16M +23,687 +34%
EE
46
EWG Elevate
California
$4.37M +$184K +3,778 +4%
FPGK
47
Financial Partners Group (Kansas)
Kansas
$4.28M +$263K +5,378 +7%
OMC
48
Old Mission Capital
Illinois
$4.2M -$6.71M -137,390 -61%
JCM
49
Janney Capital Management
Pennsylvania
$4.18M +$833K +17,055 +25%
HI
50
Harbour Investments
Wisconsin
$4.13M +$4.15M +84,895 New

HYLS Hedge Fund Activity: Q1 2021 in Review

203 of the 5,695 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 Q1 2021, worth a combined $1.6B — down 1.1% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HYLS positions and 19 closed out — a net gain of 4 holders — while 97 added to existing stakes and 60 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26.7M. The largest seller was Jane Street, cutting an estimated $102M.

  • 203 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q1 2021, up from 201 in Q4 2020.
  • Funds reported $1.6B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q1 2021, down 1.1% quarter-over-quarter.
  • 23 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q1 2021 and 19 closed out, a net change of +4 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q1 2021 was Morgan Stanley, an estimated $26.7M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q1 2021 was Jane Street, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2021.