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

199 hedge funds and large institutions have $1.64B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 97 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 63

3% more capital invested

Capital invested by funds: $1.6B → $1.64B (+$40.2M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0.75% less ownership

Funds ownership: 70.22%69.47% (-0.75%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

2% less funds holding

Funds holding: 203199 (-4)

Holders
199
Holders Change
-4
Holders Change %
-1.97%
% of All Funds
3.46%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
19
Increased
97
Reduced
63
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$11.4M +$5.69M +117,065 +99%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$11.1M +$131K +2,697 +1%
MWM
28
Mattern Wealth Management
Kansas
$10.6M +$891K +18,324 +9%
RJA
29
Raymond James & Associates
Florida
$10M -$654K -13,461 -6%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$9.82M -$1.96M -40,375 -17%
Barclays
31
Barclays
United Kingdom
$9.76M -$4.52M -92,965 -32%
RA
32
RiverTree Advisors
Florida
$9.12M -$42.1K -865 -0.5%
FTUS
33
Flow Traders U.S.
New York
$8.78M +$8.21M +168,799 +1,393%
SWP
34
Stratos Wealth Partners
Ohio
$8.07M -$916K -18,832 -10%
AI
35
Atria Investments
North Carolina
$7.86M -$3.61M -74,254 -31%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$7.85M -$532K -10,944 -6%
AWM
37
AE Wealth Management
Kansas
$7.3M -$713K -14,672 -9%
AWA
38
Arkadios Wealth Advisors
Georgia
$7.09M +$375K +7,711 +6%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$6.33M
AOG
40
Alpha Omega Group
Virginia
$6.24M -$1.19M -24,566 -16%
KAS
41
Kestra Advisory Services
Texas
$5.35M -$1.12M -22,944 -17%
BFA
42
Brendel Financial Advisors
New Hampshire
$5.24M +$560K +11,514 +12%
FF
43
Fluent Financial
Texas
$4.84M +$319K +6,559 +7%
EWM
44
Executive Wealth Management
Michigan
$4.82M +$293K +6,035 +6%
State of Tennessee, Department of Treasury
45
State of Tennessee, Department of Treasury
Tennessee
$4.82M +$4.83M +99,300 New
KWM
46
Kingsview Wealth Management
Oregon
$4.79M +$1.18M +24,265 +33%
TCWA
47
Ten Capital Wealth Advisors
Washington
$4.78M -$111K -2,293 -2%
HI
48
Harbour Investments
Wisconsin
$4.55M +$438K +9,007 +11%
OMC
49
Old Mission Capital
Illinois
$4.5M +$315K +6,474 +7%
EE
50
EWG Elevate
California
$4.41M +$50K +1,028 +1%

HYLS Hedge Fund Activity: Q2 2021 in Review

199 of the 5,745 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 2021, worth a combined $1.64B — up 2.5% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of HYLS and 19 opened new positions — a net loss of 1 holder — while 63 trimmed existing stakes and 97 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $33.6M. The largest seller was Morgan Stanley, cutting an estimated $18.4M.

  • 199 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q2 2021, down from 203 in Q1 2021.
  • Funds reported $1.64B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q2 2021, up 2.5% quarter-over-quarter.
  • 19 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q2 2021 and 20 closed out, a net change of -1 holder.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q2 2021 was Citadel Advisors, an estimated $33.6M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q2 2021 was Morgan Stanley, an estimated $18.4M sold.

Based on aggregated 13F filings for Q2 2021.