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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
SPC
101
Sigma Planning Corp
Michigan
$968K +$112K +2,325 +13%
CIAS
102
Capital Investment Advisory Services
North Carolina
$958K -$12K -250 -1%
PFA
103
Plotkin Financial Advisors
Maryland
$948K -$94.9K -1,972 -9%
MW
104
MBL Wealth
North Carolina
$934K +$922K +19,175 New
CAS
105
Coppell Advisory Solutions
Texas
$901K +$889K +18,491 New
RIG
106
Ramiah Investment Group
Wisconsin
$899K +$44.4K +923 +5%
GWM
107
Geneos Wealth Management
Colorado
$853K +$55K +1,144 +7%
WIA
108
Wealthstreet Investment Advisors
Texas
$821K -$4.81K -100 -0.6%
OIA
109
OneDigital Investment Advisors
Kansas
$801K +$35.9K +746 +5%
FTUS
110
Flow Traders U.S.
New York
$766K +$756K +15,716 New
SWA
111
Stratos Wealth Advisors
Ohio
$686K +$60K +1,248 +10%
CCM
112
Chiron Capital Management
Florida
$663K +$505K +10,500 +339%
CP
113
Camelot Portfolios
Ohio
$646K -$862K -17,914 -57%
WS
114
Wedbush Securities
California
$633K -$700K -14,544 -53%
DI
115
DFPG Investments
Utah
$628K +$268K +5,570 +77%
SI
116
Stephens Inc
Arkansas
$623K -$23.9K -497 -4%
SW
117
SkyOak Wealth
Michigan
$620K -$16.8K -350 -3%
LFAS
118
Level Four Advisory Services
Texas
$590K -$759K -15,773 -57%
CRWM
119
Castle Rock Wealth Management
California
$586K +$577K +11,990 New
APA
120
American Portfolios Advisors
New York
$583K -$64.2K -1,335 -10%
MIAN
121
Mariner Independent Advisor Network
Kansas
$570K -$6.6M -137,253 -92%
MA
122
Mutual Advisors
Nebraska
$553K +$44.5K +926 +9%
CWM
123
Cornerstone Wealth Management
Missouri
$538K +$531K +11,047 New
CAM
124
Concorde Asset Management
Michigan
$528K -$99.9K -2,076 -16%
LGA
125
Lebenthal Global Advisors
New York
$523K +$517K +10,750 New

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.