First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
58 hedge funds and large institutions have $424M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2015 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 3 closing their positions.
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
107% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 14
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
27% more capital invested
Capital invested by funds: $334M → $424M (+$89.6M)
21% more funds holding
Funds holding: 48 → 58 (+10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$52.5M |
| 2 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$12.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$10.8M |
| 4 |
LPL Financial
San Diego,
California
|
+$9.56M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$6.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$7.89M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.33M |
| 3 |
Jane Street
New York
|
-$1.17M |
| 4 |
Goldman Sachs
New York
|
-$1.09M |
| 5 |
AC
AFAM Capital
Austin,
Texas
|
-$1.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $55K | +$56.3K | +1,172 | New |
|
|
SAM
52
Shamrock Asset Management
Dallas,
Texas
| $34K | +$34.5K | +719 | New |
|
|
TRCT
53
Tower Research Capital (TRC)
New York
| $33K | +$9.31K | +194 | +38% |
|
|
ASN
54
Advisory Services Network
Atlanta,
Georgia
| $32K | +$32.4K | +675 | New |
|
|
WA
55
WFG Advisors
Dallas,
Texas
| $29K | +$12.1K | +253 | +70% |
|
|
HNB
56
Huntington National Bank
Columbus,
Ohio
| $28K | – | – | – |
|
57
US Bancorp
Minneapolis,
Minnesota
| $21K | +$2.21K | +46 | +11% |
|
58
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $390 | +$398K | +8,300 | New |
|
|
59
Goldman Sachs
New York
| – | -$1.09M | -22,592 | Closed |
|
|
SB
60
Suntrust Banks
Atlanta,
Georgia
| – | -$499K | -10,380 | Closed |
|
|
RIA
61
Regal Investment Advisors
Kentwood,
Michigan
| – | -$56K | -1,175 | Closed |
|
HYLS Hedge Fund Activity: Q4 2015 in Review
58 of the 3,812 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 2015, worth a combined $424M — up 27% from $334M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new HYLS positions and 3 closed out — a net gain of 10 holders — while 29 added to existing stakes and 14 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $52.5M. The largest seller was First Trust Advisors, cutting an estimated $7.89M.
- 58 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q4 2015, up from 48 in Q3 2015.
- Funds reported $424M of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q4 2015, up 27% quarter-over-quarter.
- 13 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q4 2015 and 3 closed out, a net change of +10 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q4 2015 was Morgan Stanley, an estimated $52.5M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q4 2015 was First Trust Advisors, an estimated $7.89M sold.
Based on aggregated 13F filings for Q4 2015.