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

234 hedge funds and large institutions have $1.28B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 76 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 20

30% more capital invested

Capital invested by funds: $985M → $1.28B (+$293M)

10% more funds holding

Funds holding: 213234 (+21)

14% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 88

22.09% less ownership

Funds ownership: 84.54%62.44% (-22%)

Holders
234
Holders Change
+21
Holders Change %
+9.86%
% of All Funds
3.08%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
46
Increased
76
Reduced
88
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAS
26
HBW Advisory Services
California
$6.91M +$59.6K +1,428 +0.9%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$6.83M +$183K +4,392 +3%
Citigroup
28
Citigroup
New York
$5.57M +$1.22M +29,363 +28%
NA
29
NewEdge Advisors
Louisiana
$5.39M +$1.67M +40,122 +44%
VWA
30
Visionary Wealth Advisors
Illinois
$4.95M +$11.2K +269 +0.2%
SWP
31
Stratos Wealth Partners
Ohio
$4.81M -$229K -5,486 -5%
EE
32
EWG Elevate
California
$4.25M +$150K +3,591 +4%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$4.21M +$286K +6,865 +7%
PG
34
Prostatis Group
Maryland
$4.2M +$128K +3,067 +3%
GM
35
GeoWealth Management
Illinois
$3.75M +$903K +21,649 +31%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$3.73M +$1.15M +27,633 +44%
AAS
37
Avantax Advisory Services
Texas
$3.61M +$651K +15,610 +22%
Goldman Sachs
38
Goldman Sachs
New York
$3.32M +$3.35M +80,337 New
SI
39
Stephens Inc
Arkansas
$3.21M +$302K +7,229 +10%
WS
40
Wedbush Securities
California
$3.06M -$63.1K -1,514 -2%
Renaissance Technologies
41
Renaissance Technologies
New York
$3.04M -$1.18M -28,200 -28%
NWWA
42
New Wave Wealth Advisors
Arkansas
$3.03M -$93.3K -2,236 -3%
TC
43
TAP Consulting
Missouri
$3.01M +$891K +21,372 +42%
ECA
44
Elevation Capital Advisory
Oregon
$2.91M +$54.6K +1,309 +2%
KAS
45
Kestra Advisory Services
Texas
$2.89M -$619K -14,831 -17%
Envestnet Portfolio Solutions
46
Envestnet Portfolio Solutions
Illinois
$2.8M -$1.32M -31,637 -32%
JCM
47
Janney Capital Management
Pennsylvania
$2.79M -$288K -6,903 -9%
HIS
48
Harvest Investment Services
Illinois
$2.77M -$163K -3,919 -6%
Citadel Advisors
49
Citadel Advisors
Florida
$2.76M +$2.32M +55,626 +501%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$2.76M -$5.17K -124 -0.2%

HYLS Hedge Fund Activity: Q4 2024 in Review

234 of the 7,592 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 2024, worth a combined $1.28B — up 30% from $985M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new HYLS positions and 20 closed out — a net gain of 26 holders — while 76 added to existing stakes and 88 trimmed.

The largest buyer was Jane Street, adding an estimated $14.2M. The largest seller was International Assets Investment Management, cutting an estimated $283M.

  • 234 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q4 2024, up from 213 in Q3 2024.
  • Funds reported $1.28B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q4 2024, up 30% quarter-over-quarter.
  • 46 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q4 2024 and 20 closed out, a net change of +26 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q4 2024 was Jane Street, an estimated $14.2M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q4 2024 was International Assets Investment Management, an estimated $283M sold.

Based on aggregated 13F filings for Q4 2024.