We are live on ! Find out more
HYLS icon

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
DWM
51
Darwin Wealth Management
Florida
$2.73M -$590K -14,137 -18%
PAG
52
Private Advisory Group
Washington
$2.67M +$175K +4,206 +7%
BFA
53
Brendel Financial Advisors
New Hampshire
$2.62M -$261K -6,252 -9%
QCIG
54
Quad-Cities Investment Group
Iowa
$2.6M +$56.1K +1,345 +2%
OPAM
55
Ocean Park Asset Management
California
$2.54M +$2.56M +61,400 New
OC
56
Oppenheimer & Co
New York
$2.38M +$34K +816 +1%
HI
57
Harbour Investments
Wisconsin
$2.27M -$223K -5,357 -9%
Truist Financial
58
Truist Financial
North Carolina
$2.19M -$173K -4,140 -7%
USCWA
59
U.S. Capital Wealth Advisors
Texas
$2.09M +$58.7K +1,407 +3%
GWM
60
Geneos Wealth Management
Colorado
$2.08M +$123K +2,956 +6%
RA
61
RiverTree Advisors
Florida
$1.95M +$1.97M +47,151 New
JWCA
62
J.W. Cole Advisors
Florida
$1.94M -$67.8K -1,626 -3%
LCWP
63
Legacy Capital Wealth Partners
Arkansas
$1.91M -$24.6K -591 -1%
VAS
64
Vestmark Advisory Solutions
Massachusetts
$1.89M -$909K -21,801 -32%
BCP
65
Blackhawk Capital Partners
Wisconsin
$1.89M -$682K -16,359 -26%
BAWM
66
Bennett Associates Wealth Management
Pennsylvania
$1.88M +$306K +7,328 +19%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$1.76M +$380K +9,106 +27%
FTUS
68
Flow Traders U.S.
New York
$1.74M +$1.14M +27,338 +184%
AssetMark Inc
69
AssetMark Inc
California
$1.74M -$1.32M -31,632 -43%
DADC
70
D.A. Davidson & Co
Montana
$1.72M +$33.7K +807 +2%
AWS
71
Atria Wealth Solutions
New York
$1.72M -$797K -19,112 -31%
DC
72
Davenport & Co
Virginia
$1.65M +$29.3K +702 +2%
AAS
73
Ameritas Advisory Services
Nebraska
$1.6M -$124K -2,977 -7%
CPIG
74
Chicago Partners Investment Group
Illinois
$1.58M -$216K -5,170 -12%
BEI
75
Benjamin Edwards Inc
Missouri
$1.54M +$500K +11,981 +47%

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.