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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
LA
76
LexAurum Advisors
Kansas
$2.02M +$20.7K +431 +1%
IA
77
Insight Advisors
Pennsylvania
$1.88M +$1.86M +38,648 New
PFS
78
Prospera Financial Services
Texas
$1.87M +$1.85M +38,443 New
US Bancorp
79
US Bancorp
Minnesota
$1.82M +$327K +6,794 +22%
QCIG
80
Quad-Cities Investment Group
Iowa
$1.78M +$57.2K +1,189 +3%
Citigroup
81
Citigroup
New York
$1.65M -$186K -3,876 -10%
M&T Bank
82
M&T Bank
New York
$1.53M
CAN
83
Cetera Advisor Networks
California
$1.5M +$104K +2,162 +8%
AFM
84
Andesa Financial Management
Pennsylvania
$1.48M -$760K -15,791 -34%
KPWS
85
Kestra Private Wealth Services
Texas
$1.43M +$642K +13,350 +83%
T
86
TRUADVICE
Florida
$1.4M -$34.7K -722 -2%
HIS
87
Harvest Investment Services
Illinois
$1.4M -$3.03K -63 -0.2%
CFGS
88
Concourse Financial Group Securities
Alabama
$1.39M +$97.9K +2,035 +8%
SFP
89
Strategic Financial Partners
Oregon
$1.38M +$13.8K +286 +1%
AA
90
Argent Advisors
Louisiana
$1.34M -$1.16M -24,157 -47%
WI
91
Wintrust Investments
Illinois
$1.27M +$1.4K +29 +0.1%
WA
92
WESPAC Advisors
California
$1.26M +$1.25M +25,900 New
IAN
93
Integrated Advisors Network
Texas
$1.2M +$1.18M +24,558 New
BCI
94
Brinker Capital Investments
Pennsylvania
$1.18M
OC
95
Oppenheimer & Co
New York
$1.17M +$90.8K +1,887 +9%
MMHP
96
Murphy Middleton Hinkle & Parker
Georgia
$1.16M +$7.07K +147 +0.6%
MSAM
97
Moloney Securities Asset Management
Missouri
$1.14M -$83.2K -1,729 -7%
AIC
98
Ameritas Investment Company
Nebraska
$1.04M +$751K +15,617 +275%
RW
99
RVW Wealth
California
$1M +$191K +3,966 +39%
BRWM
100
B. Riley Wealth Management
Tennessee
$987K +$724K +15,054 +290%

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.