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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
IWM
101
IHT Wealth Management
Illinois
$420K +$152K +3,344 +57%
RW
102
RVW Wealth
California
$414K +$411K +9,042 New
PTC
103
Private Trust Company
Ohio
$389K +$114K +2,521 +43%
UCFA
104
United Capital Financial Advisors
Texas
$371K -$10.4K -230 -3%
Koshinski Asset Management
105
Koshinski Asset Management
Illinois
$358K -$6.22K -137 -2%
ASN
106
Advisory Services Network
Georgia
$352K +$349K +7,677 New
JIP
107
Jaffetilchin Investment Partners
Florida
$346K -$94.7K -2,086 -22%
DAS
108
Dynamic Advisor Solutions
Arizona
$343K +$339K +7,474 New
DI
109
DFPG Investments
Utah
$327K +$1.36K +30 +0.4%
LS
110
Leelyn Smith
Illinois
$322K +$454 +10 +0.1%
OWA
111
Outlook Wealth Advisors
Texas
$303K -$74.7K -1,645 -20%
CPIG
112
Chicago Partners Investment Group
Illinois
$299K +$46.6K +1,027 +19%
RIA
113
Regal Investment Advisors
Michigan
$290K +$288K +6,333 New
VAS
114
Vestmark Advisory Solutions
Massachusetts
$282K +$280K +6,159 New
OIA
115
OneDigital Investment Advisors
Kansas
$274K +$272K +5,981 New
SS
116
Sunbelt Securities
Texas
$269K +$2.73K +60 +1%
TLP
117
Trinity Legacy Partners
Texas
$268K +$10.1K +222 +4%
AIC
118
Ameritas Investment Company
Nebraska
$261K +$1.95K +43 +0.8%
CWA
119
Clarus Wealth Advisors
Arizona
$255K -$7.45K -164 -3%
CAM
120
Concorde Asset Management
Michigan
$251K +$248K +5,459 New
1IA
121
1834 Investment Advisors
Wisconsin
$244K -$545 -12 -0.2%
Cetera Investment Advisers
122
Cetera Investment Advisers
Illinois
$243K +$590 +13 +0.2%
GLA
123
Good Life Advisors
Pennsylvania
$241K +$240K +5,281 New
SG
124
StoneX Group
New York
$231K -$53.4K -1,176 -19%
FFG
125
Frisch Financial Group
New York
$231K +$3.09K +68 +1%

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.