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

95 hedge funds and large institutions have $837M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 29

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

1% more funds holding

Funds holding: 9495 (+1)

3% less capital invested

Capital invested by funds: $868M → $837M (-$30M)

3.99% less ownership

Funds ownership: 73.52%69.53% (-4%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
2.37%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
15
Increased
41
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
76
SII Investments
Wisconsin
$209K -$18.1K -367 -8%
WA
77
WFG Advisors
Texas
$130K +$10K +204 +8%
HI
78
Hudock Inc
Pennsylvania
$116K
LF
79
Lee Financial
Texas
$104K +$1.33K +27 +1%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$58K +$57.6K +1,170 New
AA
81
AlphaMark Advisors
Kentucky
$47K -$23.1K -470 -33%
CFA
82
Carroll Financial Associates
North Carolina
$46K
AWM
83
Avior Wealth Management
Nebraska
$32K -$76K -1,545 -70%
BTIS
84
BB&T Investment Services
North Carolina
$30K +$30.3K +615 New
FAM
85
Flaharty Asset Management
Florida
$13K -$10.5M -213,357 -100%
PFGIA
86
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$6.05K +123 +114%
GWM
87
Geneos Wealth Management
Colorado
$10K
DADC
88
D.A. Davidson & Co
Montana
$10K +$10.3K +210 New
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$5K
Citigroup
90
Citigroup
New York
$5K +$4.72K +96 New
Creative Planning
91
Creative Planning
Kansas
$4K -$4.77K -97 -52%
First Manhattan
92
First Manhattan
New York
$4K +$4.18K +85 New
GI
93
Gradient Investments
Minnesota
$3K -$50.7K -1,031 -95%
CAN
94
Cetera Advisor Networks
California
-$1.77M -36,117 Closed
Citadel Advisors
95
Citadel Advisors
Florida
-$1.69M -34,607 Closed
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$1.21M -24,762 Closed
CWM
97
Cornerstone Wealth Management
Missouri
-$756K -15,472 Closed
HFS
98
HL Financial Services
Kentucky
-$686K -14,037 Closed
GFPC
99
Global Financial Private Capital
Florida
-$462K -9,460 Closed
VKH
100
Virtu KCG Holdings
New York
-$283K -5,794 Closed

HYLS Hedge Fund Activity: Q2 2017 in Review

95 of the 4,011 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 Q2 2017, worth a combined $837M — down 3.5% from $868M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HYLS positions and 13 closed out — a net gain of 2 holders — while 41 added to existing stakes and 29 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $7.39M. The largest seller was Flow Traders U.S., cutting an estimated $33.1M.

  • 95 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q2 2017, up from 94 in Q1 2017.
  • Funds reported $837M of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q2 2017, down 3.5% quarter-over-quarter.
  • 15 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q2 2017 and 13 closed out, a net change of +2 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q2 2017 was MML Investors Services, an estimated $7.39M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q2 2017 was Flow Traders U.S., an estimated $33.1M sold.

Based on aggregated 13F filings for Q2 2017.