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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
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$541K -$4.8M -101,495 -90%
CA
102
Cetera Advisors
Colorado
$512K -$16.5K -350 -3%
SF
103
Synovus Financial
Georgia
$508K +$509K +10,762 New
MA
104
Mutual Advisors
Nebraska
$492K -$10.3K -217 -2%
RW
105
RVW Wealth
California
$485K +$58.5K +1,238 +14%
WSTAM
106
Wilbanks Smith & Thomas Asset Management
Virginia
$476K +$477K +10,092 New
PTC
107
Private Trust Company
Ohio
$381K -$16.4K -346 -4%
RA
108
RFG Advisory
Alabama
$361K +$147K +3,121 +69%
ASN
109
Advisory Services Network
Georgia
$358K -$4.49K -95 -1%
DI
110
DFPG Investments
Utah
$345K +$9.5K +201 +3%
LS
111
Leelyn Smith
Illinois
$333K +$1.04K +22 +0.3%
CPIG
112
Chicago Partners Investment Group
Illinois
$332K +$30.8K +652 +10%
SS
113
Sunbelt Securities
Texas
$309K +$31.8K +673 +11%
CWM
114
Connecticut Wealth Management
Connecticut
$297K +$297K +6,295 New
VAS
115
Vestmark Advisory Solutions
Massachusetts
$296K +$5.86K +124 +2%
OWA
116
Outlook Wealth Advisors
Texas
$283K -$28.7K -608 -9%
DAS
117
Dynamic Advisor Solutions
Arizona
$265K -$88.1K -1,864 -25%
AIC
118
Ameritas Investment Company
Nebraska
$261K
1IA
119
1834 Investment Advisors
Wisconsin
$253K +$1.18K +25 +0.5%
SG
120
StoneX Group
New York
$245K +$7.56K +160 +3%
BRWM
121
B. Riley Wealth Management
Tennessee
$245K +$14.2K +300 +6%
FFG
122
Frisch Financial Group
New York
$242K +$4.21K +89 +2%
GLA
123
Good Life Advisors
Pennsylvania
$238K -$13.3K -282 -5%
MOS
124
MGO One Seven
Ohio
$238K +$238K +5,035 New
UCFA
125
United Capital Financial Advisors
Texas
$235K -$148K -3,125 -39%

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.