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

206 hedge funds and large institutions have $1.11B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 72 increasing their positions, 87 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.03% less ownership

Funds ownership: 72.58%68.55% (-4%)

7% less funds holding

Funds holding: 222206 (-16)

17% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 87

22% less capital invested

Capital invested by funds: $1.43B → $1.11B (-$316M)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

44% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 34

Holders
206
Holders Change
-16
Holders Change %
-7.21%
% of All Funds
3.47%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
19
Increased
72
Reduced
87
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
101
WealthSource Partners
California
$635K +$10.5K +248 +2%
MIAN
102
Mariner Independent Advisor Network
Kansas
$620K -$42.3K -997 -6%
GWM
103
Geneos Wealth Management
Colorado
$576K -$87.3K -2,060 -12%
WI
104
Wintrust Investments
Illinois
$548K +$296K +6,973 +99%
BPA
105
Beacon Pointe Advisors
California
$547K -$377K -8,900 -39%
AF
106
Advisornet Financial
Minnesota
$546K +$9.54K +225 +2%
Renaissance Technologies
107
Renaissance Technologies
New York
$533K -$1.73M -40,733 -75%
DI
108
DFPG Investments
Utah
$530K +$17.7K +418 +3%
AAS
109
Ameritas Advisory Services
Nebraska
$494K -$53.3K -1,258 -9%
BAWC
110
Boyce & Associates Wealth Consulting
Texas
$480K -$1.39M -32,781 -73%
IFG
111
Independent Financial Group
California
$475K -$30.1K -711 -6%
IWC
112
Integrated Wealth Concepts
Massachusetts
$473K +$79.2K +1,868 +18%
CWM
113
Collaborative Wealth Management
Florida
$467K +$506K +11,936 New
IP
114
Ignite Planners
California
$466K -$375K -8,857 -43%
RA
115
RFG Advisory
Alabama
$454K +$459K +10,819 New
PWA
116
PCG Wealth Advisors
Kansas
$451K +$41.7K +983 +9%
PFA
117
Pinnacle Family Advisors
Missouri
$442K +$478K +11,281 New
KFP
118
KMG Fiduciary Partners
Ohio
$425K +$460K +10,860 New
IA
119
IFG Advisory
Georgia
$418K +$167K +3,934 +58%
SWA
120
Stratos Wealth Advisors
Ohio
$407K -$21.2K -500 -5%
MA
121
Mutual Advisors
Nebraska
$400K +$65.6K +1,548 +18%
SOS
122
Silver Oak Securities
Tennessee
$391K +$404K +9,542 New
RG
123
Rathbones Group
United Kingdom
$388K +$47.9K +1,130 +13%
OC
124
Oppenheimer & Co
New York
$386K -$455K -10,734 -52%
BFG
125
Berger Financial Group
Minnesota
$380K -$41.5K -980 -9%

HYLS Hedge Fund Activity: Q2 2022 in Review

206 of the 5,936 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 2022, worth a combined $1.11B — down 22% from $1.43B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of HYLS and 19 opened new positions — a net loss of 15 holders — while 87 trimmed existing stakes and 72 added.

The largest buyer was First Trust Advisors, adding an estimated $15.4M. The largest seller was Morgan Stanley, cutting an estimated $30.9M.

  • 206 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q2 2022, down from 222 in Q1 2022.
  • Funds reported $1.11B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q2 2022, down 22% quarter-over-quarter.
  • 19 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q2 2022 and 34 closed out, a net change of -15 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q2 2022 was First Trust Advisors, an estimated $15.4M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q2 2022 was Morgan Stanley, an estimated $30.9M sold.

Based on aggregated 13F filings for Q2 2022.