We are live on ! Find out more
HYLS icon

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
HR
126
Hayden Royal
North Carolina
$227K +$123K +2,717 New
BRWM
127
B. Riley Wealth Management
Tennessee
$225K -$31.8K -700 -13%
PIA
128
Powell Investment Advisors
Florida
$223K
RA
129
RFG Advisory
Alabama
$208K +$206K +4,537 New
TFA
130
Teamwork Financial Advisors
Texas
$202K +$200K +4,402 New
OIA
131
Optimum Investment Advisors
Illinois
$201K
APA
132
American Portfolios Advisors
New York
$148K -$15.2K -334 -9%
MIFH
133
Migdal Insurance & Financial Holdings
Israel
$142K
SFS
134
Sowell Financial Services
Arkansas
$135K -$27.5K -605 -17%
RWML
135
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$126K +$125K +2,750 New
Deutsche Bank
136
Deutsche Bank
Germany
$124K -$273K -6,009 -69%
CF
137
Centaurus Financial
California
$120K +$3.63K +80 +3%
APWA
138
Atlas Private Wealth Advisors
New Jersey
$110K +$109K +2,390 New
Rockefeller Capital Management
139
Rockefeller Capital Management
New York
$94K
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$75K
GRP
141
Global Retirement Partners
California
$65K +$29.8K +656 +85%
S
142
SignatureFD
Georgia
$65K +$64.3K +1,415 New
GFPC
143
Global Financial Private Client
Florida
$64.3K -$71K -1,564 -53%
CHC
144
City Holding Co
West Virginia
$62K
CAL
145
Capital Analysts LLC
Pennsylvania
$55K -$43.6K -960 -45%
AA
146
AlphaMark Advisors
Kentucky
$54K -$1.82K -40 -3%
OPS
147
Orion Portfolio Solutions
Nebraska
$45K +$12.5K +276 +40%
BEI
148
Benjamin Edwards Inc
Missouri
$43K +$7.58K +167 +22%
William Blair & Company
149
William Blair & Company
Illinois
$42K
AF
150
Advisornet Financial
Minnesota
$37K -$8.95K -197 -19%

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.