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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
DFA
126
DHJJ Financial Advisors
Illinois
$521K +$515K +10,704 New
SF
127
Synovus Financial
Georgia
$511K -$12.5K -259 -2%
CA
128
Cetera Advisors
Colorado
$460K -$67.1K -1,395 -13%
Koshinski Asset Management
129
Koshinski Asset Management
Illinois
$439K
PMG
130
ProVise Management Group
Florida
$425K +$419K +8,721 New
CPIG
131
Chicago Partners Investment Group
Illinois
$424K +$80.8K +1,680 +24%
PFA
132
Pinnacle Family Advisors
Missouri
$414K +$408K +8,488 New
ASN
133
Advisory Services Network
Georgia
$407K +$37.6K +781 +10%
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$405K -$470K -9,774 -54%
AFP
135
Ausdal Financial Partners
Iowa
$390K +$385K +8,013 New
CWM
136
Connecticut Wealth Management
Connecticut
$357K +$49.3K +1,025 +16%
SS
137
Sunbelt Securities
Texas
$347K +$27.5K +572 +9%
LS
138
Leelyn Smith
Illinois
$345K +$1.15K +24 +0.3%
OWA
139
Outlook Wealth Advisors
Texas
$336K +$43.6K +907 +15%
RIA
140
Regal Investment Advisors
Michigan
$323K +$319K +6,622 New
TLP
141
Trinity Legacy Partners
Texas
$317K +$77K +1,601 +33%
IWM
142
IHT Wealth Management
Illinois
$313K +$309K +6,419 New
TFA
143
Teamwork Financial Advisors
Texas
$298K +$66K +1,373 +29%
1IA
144
1834 Investment Advisors
Wisconsin
$282K +$20.4K +424 +8%
VAS
145
Vestmark Advisory Solutions
Massachusetts
$278K -$27.8K -578 -9%
SG
146
StoneX Group
New York
$272K +$18.9K +392 +8%
RA
147
RFG Advisory
Alabama
$269K -$104K -2,172 -28%
DAS
148
Dynamic Advisor Solutions
Arizona
$259K -$14.1K -294 -5%
DADC
149
D.A. Davidson & Co
Montana
$255K +$32.9K +683 +15%
MOS
150
MGO One Seven
Ohio
$250K +$5.1K +106 +2%

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.