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

220 hedge funds and large institutions have $1.02B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 58 increasing their positions, 101 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 16

9% more funds holding

Funds holding: 202220 (+18)

1.8% more ownership

Funds ownership: 65.64%67.44% (+1.8%)

4% less capital invested

Capital invested by funds: $1.06B → $1.02B (-$37.3M)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

43% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 101

Holders
220
Holders Change
+18
Holders Change %
+8.91%
% of All Funds
3.54%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
36
Increased
58
Reduced
101
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
26
Oppenheimer & Co
New York
$5.68M +$5.46M +138,824 +2,001%
SG
27
StoneX Group
New York
$5.59M -$397K -10,089 -7%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$5.34M -$985K -25,044 -15%
KFP
29
KMG Fiduciary Partners
Ohio
$5.11M +$430K +10,935 +9%
CCA
30
Cottonwood Capital Advisors
Utah
$4.99M -$136K -3,461 -3%
HI
31
Harbour Investments
Wisconsin
$4.82M -$582K -14,792 -11%
ECA
32
Elevated Capital Advisors
Utah
$4.38M -$185K -4,714 -4%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$4.23M +$3.03M +76,921 +242%
MML Investors Services
34
MML Investors Services
Massachusetts
$4.07M -$742K -18,848 -15%
Truist Financial
35
Truist Financial
North Carolina
$3.84M -$3.16M -80,264 -45%
ACA
36
Ascension Capital Advisors
Texas
$3.76M
IA
37
IFP Advisors
Florida
$3.53M -$2.53M -64,198 -46%
KAS
38
Kestra Advisory Services
Texas
$3.47M -$840K -21,339 -19%
PFS
39
Prospera Financial Services
Texas
$3.39M -$398K -10,118 -10%
AWM
40
AE Wealth Management
Kansas
$3.38M -$448K -11,395 -12%
Citigroup
41
Citigroup
New York
$3.37M -$102K -2,599 -3%
WS
42
Wedbush Securities
California
$3.23M +$2M +50,831 +159%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$3.16M +$2.96M +75,128 +1,254%
KWM
44
Kingsview Wealth Management
Oregon
$3.14M -$223K -5,672 -7%
HAS
45
HBW Advisory Services
California
$3.14M +$110K +2,805 +4%
KA
46
Kovack Advisors
Florida
$3.1M -$90.9K -2,310 -3%
Renaissance Technologies
47
Renaissance Technologies
New York
$3.09M +$3.12M +79,400 New
SCA
48
Snowden Capital Advisors
New York
$2.96M +$313K +7,960 +12%
EE
49
EWG Elevate
California
$2.94M +$140K +3,556 +5%
JCM
50
Janney Capital Management
Pennsylvania
$2.91M -$129K -3,271 -4%

HYLS Hedge Fund Activity: Q4 2022 in Review

220 of the 6,221 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 2022, worth a combined $1.02B — down 3.5% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HYLS positions and 16 closed out — a net gain of 20 holders — while 58 added to existing stakes and 101 trimmed.

The largest buyer was Jane Street, adding an estimated $23.5M. The largest seller was Morgan Stanley, cutting an estimated $33.3M.

  • 220 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q4 2022, up from 202 in Q3 2022.
  • Funds reported $1.02B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q4 2022, down 3.5% quarter-over-quarter.
  • 36 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q4 2022 and 16 closed out, a net change of +20 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q4 2022 was Jane Street, an estimated $23.5M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q4 2022 was Morgan Stanley, an estimated $33.3M sold.

Based on aggregated 13F filings for Q4 2022.