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

202 hedge funds and large institutions have $1.62B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 84 increasing their positions, 52 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 12

62% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 52

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

23% more capital invested

Capital invested by funds: $1.31B → $1.62B (+$306M)

22% more funds holding

Funds holding: 166202 (+36)

6.74% more ownership

Funds ownership: 66.3%73.04% (+6.7%)

Holders
202
Holders Change
+36
Holders Change %
+21.69%
% of All Funds
3.57%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.18%
New
49
Increased
84
Reduced
52
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
51
Ascension Asset Management
New York
$3.95M +$3.9M +81,100 New
SS
52
Simplicity Solutions
Minnesota
$3.46M -$11.1M -230,364 -76%
EWM
53
Executive Wealth Management
Michigan
$3.39M +$808K +16,796 +32%
KWM
54
Kingsview Wealth Management
Oregon
$3.38M +$1.14M +23,766 +52%
SWP
55
ShoreHaven Wealth Partners
New Jersey
$3.38M +$3.33M +69,294 New
JCM
56
Janney Capital Management
Pennsylvania
$3.35M -$195K -4,051 -6%
BFEC
57
Benjamin F. Edwards & Company
Missouri
$2.97M +$1.31M +27,177 +80%
IA
58
IFP Advisors
Florida
$2.88M +$619K +12,860 +28%
NA
59
NewEdge Advisors
Louisiana
$2.83M +$1.8M +37,510 +182%
SCA
60
Snowden Capital Advisors
New York
$2.8M +$156K +3,249 +6%
FAIM
61
Financial Advocates Investment Management
Washington
$2.77M +$2.01M +41,799 +277%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$2.74M +$2.48M +51,501 +1,087%
LI
63
LVZ Inc
Michigan
$2.7M +$385K +8,011 +17%
BCP
64
Blackhawk Capital Partners
Wisconsin
$2.58M -$585K -12,167 -18%
NFG
65
Next Financial Group
Texas
$2.52M +$11.6K +242 +0.5%
CWM
66
Cranbrook Wealth Management
Michigan
$2.43M -$55.1K -1,146 -2%
KA
67
Kovack Advisors
Florida
$2.43M +$806K +16,758 +51%
CIA
68
Capital Investment Advisors
Georgia
$2.43M +$27.9K +581 +1%
TLFA
69
True Link Financial Advisors
California
$2.4M +$2.37M +49,203 New
AAS
70
Avantax Advisory Services
Texas
$2.36M +$1.11M +22,998 +90%
MML Investors Services
71
MML Investors Services
Massachusetts
$2.33M +$289K +6,003 +14%
FHC
72
First Heartland Consultants
Missouri
$2.32M -$144 -3 -0%
WWMSC
73
Wagner Wealth Management (South Carolina)
South Carolina
$2.29M +$2.26M +46,949 New
APWM
74
Atlas Private Wealth Management
New York
$2.25M +$568K +11,816 +34%
HAS
75
HBW Advisory Services
California
$2.16M +$317K +6,586 +17%

HYLS Hedge Fund Activity: Q4 2020 in Review

202 of the 5,652 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 2020, worth a combined $1.62B — up 23% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new HYLS positions and 12 closed out — a net gain of 37 holders — while 84 added to existing stakes and 52 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $112M. The largest seller was Simplicity Solutions, cutting an estimated $11.1M.

  • 202 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q4 2020, up from 166 in Q3 2020.
  • Funds reported $1.62B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q4 2020, up 23% quarter-over-quarter.
  • 49 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q4 2020 and 12 closed out, a net change of +37 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q4 2020 was Jane Street, an estimated $112M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q4 2020 was Simplicity Solutions, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2020.