First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
210 hedge funds and large institutions have $1.11B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 93 reducing their positions, and 17 closing their positions.
82% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 17
20% more capital invested
Capital invested by funds: $926M → $1.11B (+$188M)
11.98% more ownership
Funds ownership: 63.51% → 75.49% (+12%)
6% more funds holding
Funds holding: 198 → 210 (+12)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
29% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 93
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$135M |
| 2 |
Jane Street
New York
|
+$14.2M |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$4.48M |
| 4 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$4.41M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIA
Luken Investment Analytics
Brentwood,
Tennessee
|
-$11.7M |
| 2 |
OCM
One Capital Management
Westlake Village,
California
|
-$7.56M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$6.06M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$5.1M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$4.37M |
HYLS Hedge Fund Activity: Q4 2023 in Review
210 of the 6,859 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 2023, worth a combined $1.11B — up 20% from $926M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new HYLS positions and 17 closed out — a net gain of 14 holders — while 66 added to existing stakes and 93 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $135M. The largest seller was Luken Investment Analytics, cutting an estimated $11.7M.
- 210 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q4 2023, up from 198 in Q3 2023.
- Funds reported $1.11B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q4 2023, up 20% quarter-over-quarter.
- 31 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q4 2023 and 17 closed out, a net change of +14 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q4 2023 was Morgan Stanley, an estimated $135M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q4 2023 was Luken Investment Analytics, an estimated $11.7M sold.
Based on aggregated 13F filings for Q4 2023.