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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
CFGS
76
Concourse Financial Group Securities
Alabama
$1.25M +$308K +6,509 +33%
WI
77
Wintrust Investments
Illinois
$1.23M +$328K +6,945 +36%
AAS
78
Avantax Advisory Services
Texas
$1.21M +$430K +9,090 +55%
MSAM
79
Moloney Securities Asset Management
Missouri
$1.18M -$9.03K -191 -0.8%
BCI
80
Brinker Capital Investments
Pennsylvania
$1.14M
MMHP
81
Murphy Middleton Hinkle & Parker
Georgia
$1.12M +$7.13K +151 +0.6%
OC
82
Oppenheimer & Co
New York
$1.04M +$205K +4,336 +24%
PFA
83
Plotkin Financial Advisors
Maryland
$1.01M -$9.64K -204 -0.9%
SB
84
Strategic Blueprint
Georgia
$994K +$996K +21,070 New
NA
85
NewEdge Advisors
Louisiana
$970K -$368K -7,779 -27%
CIAS
86
Capital Investment Advisory Services
North Carolina
$939K -$61.4K -1,300 -6%
PAG
87
Private Advisory Group
Washington
$926K +$927K +19,628 New
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$854K +$759K +16,053 +783%
SPC
89
Sigma Planning Corp
Michigan
$828K +$354K +7,483 +74%
RIG
90
Ramiah Investment Group
Wisconsin
$827K +$68K +1,439 +9%
WIA
91
Wealthstreet Investment Advisors
Texas
$799K +$134K +2,840 +20%
GWM
92
Geneos Wealth Management
Colorado
$786K +$45.4K +960 +6%
KPWS
93
Kestra Private Wealth Services
Texas
$755K +$756K +16,002 New
OIA
94
OneDigital Investment Advisors
Kansas
$741K +$459K +9,719 +162%
FAIM
95
Financial Advocates Investment Management
Washington
$712K +$42.3K +896 +6%
APA
96
American Portfolios Advisors
New York
$628K +$476K +10,076 +312%
SI
97
Stephens Inc
Arkansas
$627K
SW
98
SkyOak Wealth
Michigan
$617K
CAM
99
Concorde Asset Management
Michigan
$610K +$353K +7,462 +137%
SWA
100
Stratos Wealth Advisors
Ohio
$605K +$67K +1,418 +12%

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.