We are live on ! Find out more
HYLS icon

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

211 hedge funds and large institutions have $885M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 79 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

2% more funds holding

Funds holding: 206 → 211 (+5)

1% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 79

2.1% less ownership

Funds ownership: 63.88% → 61.79% (-2.1%)

7% less capital invested

Capital invested by funds: $947M → $885M (-$61.9M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
211
Holders Change
+5
Holders Change %
+2.43%
% of All Funds
3.05%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
78
Reduced
79
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$9.54M
2
LPL Financial
LPL Financial
California
+$5.34M
3
CIA
Concurrent Investment Advisors
Florida
+$3.16M
4
KA
Kovack Advisors
Florida
+$3.01M
5
First Trust Advisors
First Trust Advisors
Illinois
+$1.96M

Top Sellers

Rank Fund Capital Flow
1
OCM
One Capital Management
California
-$10.6M
2
CAG
Csenge Advisory Group
Florida
-$9.71M
3
UBS Group
UBS Group
Switzerland
-$8.93M
4
AWA
Arkadios Wealth Advisors
Georgia
-$7.76M
5
Jane Street
Jane Street
New York
-$7.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$4.16M -$2.22M -54,569 -35%
KAS
27
Kestra Advisory Services
Texas
$3.93M +$136K +3,340 +4%
PG
28
Prostatis Group
Maryland
$3.71M +$428K +10,523 +13%
Osaic Holdings
29
Osaic Holdings
Arizona
$3.6M -$1.54M -37,826 -30%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$3.59M -$102K -2,505 -3%
DWM
31
Darwin Wealth Management
Florida
$3.45M -$233K -5,724 -6%
NA
32
NewEdge Advisors
Louisiana
$3.32M +$207K +5,086 +7%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$3.26M +$1.6M +39,418 +97%
BFA
34
Brendel Financial Advisors
New Hampshire
$3.18M -$45.8K -1,127 -1%
WS
35
Wedbush Securities
California
$3.11M -$117K -2,866 -4%
JCM
36
Janney Capital Management
Pennsylvania
$3.07M -$76.9K -1,891 -2%
ECA
37
Elevated Capital Advisors
Utah
$3.04M +$106K +2,597 +4%
KA
38
Kovack Advisors
Florida
$3.01M +$3.01M +74,112 New
NWWA
39
New Wave Wealth Advisors
Arkansas
$2.99M +$2.99M +73,584 New
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$2.97M +$254K +6,253 +9%
Renaissance Technologies
41
Renaissance Technologies
New York
$2.86M +$679K +16,693 +31%
ECA
42
Elevation Capital Advisory
Oregon
$2.77M +$2.77M +68,133 New
AAS
43
Avantax Advisory Services
Texas
$2.76M -$1.06M -26,162 -28%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$2.75M +$159K +3,910 +6%
PAG
45
Private Advisory Group
Washington
$2.57M +$187K +4,589 +8%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$2.56M -$100K -2,461 -4%
AWS
47
Atria Wealth Solutions
New York
$2.56M -$52.5K -1,291 -2%
Truist Financial
48
Truist Financial
North Carolina
$2.44M -$228K -5,618 -9%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$2.37M -$260K -6,391 -10%
BCP
50
Blackhawk Capital Partners
Wisconsin
$2.35M +$17.9K +441 +0.8%
1
2
3 4 5

HYLS Hedge Fund Activity: Q2 2024 in Review

211 of the 6,924 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 2024, worth a combined $885M — down 6.5% from $947M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new HYLS positions and 18 closed out — a net gain of 10 holders — while 78 added to existing stakes and 79 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.54M. The largest seller was One Capital Management, cutting an estimated $10.6M.

  • 211 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q2 2024, up from 206 in Q1 2024.
  • Funds reported $885M of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q2 2024, down 6.5% quarter-over-quarter.
  • 28 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q2 2024 and 18 closed out, a net change of +10 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q2 2024 was Morgan Stanley, an estimated $9.54M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q2 2024 was One Capital Management, an estimated $10.6M sold.

Based on aggregated 13F filings for Q2 2024.