First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
124 hedge funds and large institutions have $888M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 6 closing their positions.
450% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 6
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
28% more funds holding
Funds holding: 97 → 124 (+27)
16% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 37
0.13% more ownership
Funds ownership: 72.08% → 72.22% (+0.13%)
0% less capital invested
Capital invested by funds: $889M → $888M (-$1.61M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$8.61M |
| 2 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$4.31M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.87M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.51M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$2.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$15.1M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$11M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$8.19M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$4.58M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.86M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Millennium Management
New York
| – | -$501K | -10,222 | Closed |
|
127
Koshinski Asset Management
Decatur,
Illinois
| – | -$209K | -4,252 | Closed |
|
128
SEI Investments
Oaks,
Pennsylvania
| – | -$48.7K | -1,000 | -100% |
|
|
BF
129
BOK Financial
Tulsa,
Oklahoma
| – | -$28K | -564 | Closed |
|
|
CP
130
Corbenic Partners
Bethlehem,
Pennsylvania
| – | -$4K | -73 | Closed |
|
HYLS Hedge Fund Activity: Q4 2017 in Review
124 of the 4,409 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 2017, worth a combined $888M — down 0.18% from $889M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new HYLS positions and 6 closed out — a net gain of 27 holders — while 43 added to existing stakes and 37 trimmed.
The largest buyer was Advocacy Wealth Management Services, adding an estimated $8.61M. The largest seller was Morgan Stanley, cutting an estimated $15.1M.
- 124 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q4 2017, up from 97 in Q3 2017.
- Funds reported $888M of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q4 2017, down 0.18% quarter-over-quarter.
- 33 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q4 2017 and 6 closed out, a net change of +27 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q4 2017 was Advocacy Wealth Management Services, an estimated $8.61M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q4 2017 was Morgan Stanley, an estimated $15.1M sold.
Based on aggregated 13F filings for Q4 2017.