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

199 hedge funds and large institutions have $1.64B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 97 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 63

3% more capital invested

Capital invested by funds: $1.6B → $1.64B (+$40.2M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0.75% less ownership

Funds ownership: 70.22%69.47% (-0.75%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

2% less funds holding

Funds holding: 203199 (-4)

Holders
199
Holders Change
-4
Holders Change %
-1.97%
% of All Funds
3.46%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
19
Increased
97
Reduced
63
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
76
MML Investors Services
Massachusetts
$2.23M -$36.1K -742 -2%
NFG
77
Next Financial Group
Texas
$2.22M -$266K -5,467 -11%
KPWS
78
Kestra Private Wealth Services
Texas
$1.95M +$439K +9,030 +29%
SWM
79
Spire Wealth Management
Virginia
$1.82M +$37.8K +777 +2%
NA
80
NewEdge Advisors
Louisiana
$1.8M -$1.21M -24,859 -40%
US Bancorp
81
US Bancorp
Minnesota
$1.8M +$72.3K +1,487 +4%
QCIG
82
Quad-Cities Investment Group
Iowa
$1.73M -$13.6K -279 -0.8%
1IA
83
1834 Investment Advisors
Wisconsin
$1.68M -$157K -3,221 -9%
Citigroup
84
Citigroup
New York
$1.66M +$6.61K +136 +0.4%
CCIA
85
Cherry Creek Investment Advisors
Colorado
$1.55M +$1.55M +31,907 New
HIS
86
Harvest Investment Services
Illinois
$1.54M +$119K +2,453 +8%
SFP
87
Strategic Financial Partners
Oregon
$1.52M +$36.9K +758 +2%
APWM
88
Atlas Private Wealth Management
New York
$1.47M -$777K -15,974 -35%
AIC
89
Ameritas Investment Company
Nebraska
$1.46M +$1.37M +28,200 +1,598%
CIA
90
Capital Investment Advisors
Georgia
$1.41M -$206K -4,242 -13%
MIAN
91
Mariner Independent Advisor Network
Kansas
$1.25M +$672K +13,815 +116%
WCFA
92
Walkner Condon Financial Advisors
Wisconsin
$1.23M -$1.25M -25,705 -50%
CFGS
93
Concourse Financial Group Securities
Alabama
$1.19M -$840K -17,281 -41%
SG
94
StoneX Group
New York
$1.17M +$909K +18,696 +341%
BCI
95
Brinker Capital Investments
Pennsylvania
$1.17M
MMHP
96
Murphy Middleton Hinkle & Parker
Georgia
$1.17M +$7.54K +155 +0.6%
MSAM
97
Moloney Securities Asset Management
Missouri
$1.09M -$3.99K -82 -0.4%
CCM
98
Chiron Capital Management
Florida
$1.09M +$213K +4,371 +24%
CA
99
Crumly & Associates
Illinois
$1.04M +$1.04M +21,410 New
SPC
100
Sigma Planning Corp
Michigan
$1.01M +$1.46K +30 +0.1%

HYLS Hedge Fund Activity: Q2 2021 in Review

199 of the 5,745 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 2021, worth a combined $1.64B — up 2.5% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of HYLS and 19 opened new positions — a net loss of 1 holder — while 63 trimmed existing stakes and 97 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $33.6M. The largest seller was Morgan Stanley, cutting an estimated $18.4M.

  • 199 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q2 2021, down from 203 in Q1 2021.
  • Funds reported $1.64B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q2 2021, up 2.5% quarter-over-quarter.
  • 19 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q2 2021 and 20 closed out, a net change of -1 holder.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q2 2021 was Citadel Advisors, an estimated $33.6M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q2 2021 was Morgan Stanley, an estimated $18.4M sold.

Based on aggregated 13F filings for Q2 2021.