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

166 hedge funds and large institutions have $1.31B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 88 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 39

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

19% more capital invested

Capital invested by funds: $1.11B → $1.31B (+$206M)

2% more funds holding

Funds holding: 162166 (+4)

1.98% more ownership

Funds ownership: 64.33%66.3% (+2%)

Holders
166
Holders Change
+4
Holders Change %
+2.47%
% of All Funds
3.35%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
22
Increased
88
Reduced
39
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Cranbrook Wealth Management
Michigan
$2.41M +$183K +3,872 +8%
CIA
52
Capital Investment Advisors
Georgia
$2.32M -$9.4K -199 -0.4%
WCFA
53
Walkner Condon Financial Advisors
Wisconsin
$2.3M -$152K -3,207 -6%
FHC
54
First Heartland Consultants
Missouri
$2.25M +$162K +3,435 +8%
LI
55
LVZ Inc
Michigan
$2.24M +$387K +8,195 +21%
IA
56
IFP Advisors
Florida
$2.19M +$1.12M +23,654 +105%
AFM
57
Andesa Financial Management
Pennsylvania
$2.18M +$2.19M +46,280 New
KWM
58
Kingsview Wealth Management
Oregon
$2.15M +$742K +15,710 +52%
MML Investors Services
59
MML Investors Services
Massachusetts
$1.97M -$650K -13,757 -25%
LA
60
LexAurum Advisors
Kansas
$1.93M +$1.41M +29,920 +270%
Citigroup
61
Citigroup
New York
$1.78M -$9.45K -200 -0.5%
HAS
62
HBW Advisory Services
California
$1.78M +$681K +14,408 +62%
QCIG
63
Quad-Cities Investment Group
Iowa
$1.66M +$25.1K +531 +2%
APWM
64
Atlas Private Wealth Management
New York
$1.62M +$345K +7,308 +27%
BFEC
65
Benjamin F. Edwards & Company
Missouri
$1.59M +$111K +2,354 +7%
KA
66
Kovack Advisors
Florida
$1.56M +$719K +15,219 +85%
M&T Bank
67
M&T Bank
New York
$1.49M +$672K +14,229 +82%
CP
68
Camelot Portfolios
Ohio
$1.47M -$181K -3,821 -11%
US Bancorp
69
US Bancorp
Minnesota
$1.44M +$187K +3,961 +15%
T
70
TRUADVICE
Florida
$1.4M +$1.39M +29,450 New
HIS
71
Harvest Investment Services
Illinois
$1.36M +$150K +3,168 +12%
CAN
72
Cetera Advisor Networks
California
$1.35M +$175K +3,697 +15%
SFP
73
Strategic Financial Partners
Oregon
$1.32M +$61.9K +1,309 +5%
LFAS
74
Level Four Advisory Services
Texas
$1.31M -$3.31M -70,040 -72%
WS
75
Wedbush Securities
California
$1.3M -$355K -7,509 -21%

HYLS Hedge Fund Activity: Q3 2020 in Review

166 of the 4,956 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 Q3 2020, worth a combined $1.31B — up 19% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new HYLS positions and 17 closed out — a net gain of 5 holders — while 88 added to existing stakes and 39 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $48.5M. The largest seller was Jane Street, exiting entirely with an estimated $33.5M sold.

  • 166 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q3 2020, up from 162 in Q2 2020.
  • Funds reported $1.31B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q3 2020, up 19% quarter-over-quarter.
  • 22 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q3 2020 and 17 closed out, a net change of +5 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q3 2020 was Morgan Stanley, an estimated $48.5M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q3 2020 was Jane Street, an estimated $33.5M sold.

Based on aggregated 13F filings for Q3 2020.