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

163 hedge funds and large institutions have $1.11B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 83 increasing their positions, 35 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 35

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

40% more capital invested

Capital invested by funds: $791M → $1.11B (+$316M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% more funds holding

Funds holding: 151163 (+12)

2.26% more ownership

Funds ownership: 62.08%64.34% (+2.3%)

Holders
163
Holders Change
+12
Holders Change %
+7.95%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
30
Increased
83
Reduced
35
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAS
76
HBW Advisory Services
California
$1.07M +$111K +2,442 +12%
IA
77
IFP Advisors
Florida
$1.04M +$226K +4,968 +28%
PFA
78
Plotkin Financial Advisors
Maryland
$991K +$756K +16,639 +334%
CIAS
79
Capital Investment Advisory Services
North Carolina
$972K +$28.4K +625 +3%
CFGS
80
Concourse Financial Group Securities
Alabama
$914K +$439K +9,657 +94%
WI
81
Wintrust Investments
Illinois
$877K +$96K +2,113 +12%
Goldman Sachs
82
Goldman Sachs
New York
$862K +$854K +18,800 New
KA
83
Kovack Advisors
Florida
$823K +$270K +5,950 +50%
CRWM
84
Castle Rock Wealth Management
California
$815K +$29.1K +641 +4%
OC
85
Oppenheimer & Co
New York
$814K +$286K +6,303 +55%
M&T Bank
86
M&T Bank
New York
$791K +$449K +9,883 +134%
AAS
87
Avantax Advisory Services
Texas
$757K -$476K -10,492 -39%
RIG
88
Ramiah Investment Group
Wisconsin
$737K +$268K +5,893 +58%
GWM
89
Geneos Wealth Management
Colorado
$726K +$38.1K +840 +6%
FAIM
90
Financial Advocates Investment Management
Washington
$650K +$71.3K +1,571 +12%
WIA
91
Wealthstreet Investment Advisors
Texas
$647K +$118K +2,600 +23%
SI
92
Stephens Inc
Arkansas
$609K -$35.5K -782 -6%
SW
93
SkyOak Wealth
Michigan
$599K -$47.3K -1,041 -7%
CCFM
94
Clear Creek Financial Management
Washington
$569K -$16.6K -365 -3%
SWA
95
Stratos Wealth Advisors
Ohio
$523K +$518K +11,410 New
Millennium Management
96
Millennium Management
New York
$519K +$514K +11,320 New
CA
97
Cetera Advisors
Colorado
$513K +$508K +11,193 New
LA
98
LexAurum Advisors
Kansas
$507K +$8.81K +194 +2%
MA
99
Mutual Advisors
Nebraska
$487K +$24.3K +535 +5%
SPC
100
Sigma Planning Corp
Michigan
$462K +$133K +2,923 +41%

HYLS Hedge Fund Activity: Q2 2020 in Review

163 of the 4,878 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 2020, worth a combined $1.11B — up 40% from $791M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new HYLS positions and 18 closed out — a net gain of 12 holders — while 83 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $161M. The largest seller was Flow Traders U.S., cutting an estimated $64.6M.

  • 163 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q2 2020, up from 151 in Q1 2020.
  • Funds reported $1.11B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q2 2020, up 40% quarter-over-quarter.
  • 30 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q2 2020 and 18 closed out, a net change of +12 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q2 2020 was Morgan Stanley, an estimated $161M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q2 2020 was Flow Traders U.S., an estimated $64.6M sold.

Based on aggregated 13F filings for Q2 2020.