We are live on ! Find out more
HYLS icon

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

199 hedge funds and large institutions have $1.64B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 97 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 63

3% more capital invested

Capital invested by funds: $1.6B → $1.64B (+$40.2M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0.75% less ownership

Funds ownership: 70.22%69.47% (-0.75%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

2% less funds holding

Funds holding: 203199 (-4)

Holders
199
Holders Change
-4
Holders Change %
-1.97%
% of All Funds
3.46%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
19
Increased
97
Reduced
63
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
126
Pinnacle Family Advisors
Missouri
$508K +$24.5K +503 +5%
WSTAM
127
Wilbanks Smith & Thomas Asset Management
Virginia
$478K -$13.1K -270 -3%
WI
128
Wintrust Investments
Illinois
$474K -$498K -10,252 -51%
VAS
129
Vestmark Advisory Solutions
Massachusetts
$459K +$129K +2,655 +39%
CPIG
130
Chicago Partners Investment Group
Illinois
$446K +$46.1K +949 +11%
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$432K +$79.8K +1,642 +23%
LFAS
132
Level Four Advisory Services
Texas
$418K +$94K +1,934 +29%
WWM
133
Western Wealth Management
Colorado
$416K +$417K +8,582 New
MOS
134
MGO One Seven
Ohio
$410K +$102K +2,105 +33%
SS
135
Sunbelt Securities
Texas
$400K +$48.3K +994 +14%
PMG
136
ProVise Management Group
Florida
$381K -$73.2K -1,506 -16%
ASN
137
Advisory Services Network
Georgia
$381K +$12.8K +263 +3%
SF
138
Synovus Financial
Georgia
$374K +$375K +7,721 New
IA
139
IFG Advisory
Georgia
$362K +$49K +1,008 +16%
AWM
140
Accurate Wealth Management
Florida
$358K +$359K +7,387 New
IFG
141
Independent Financial Group
California
$357K +$53.5K +1,101 +18%
EH
142
Equitable Holdings
New York
$353K +$50.5K +1,038 +17%
AAM
143
Advisors Asset Management
Colorado
$352K +$37.7K +775 +12%
CWA
144
Clarus Wealth Advisors
Arizona
$344K +$54.3K +1,117 +19%
AF
145
Advisornet Financial
Minnesota
$340K +$138K +2,831 +68%
TLP
146
Trinity Legacy Partners
Texas
$326K +$583 +12 +0.2%
RIA
147
Regal Investment Advisors
Michigan
$322K +$323K +6,646 New
DADC
148
D.A. Davidson & Co
Montana
$284K +$7.54K +155 +3%
TFA
149
Teamwork Financial Advisors
Texas
$281K -$7.05K -145 -2%
PP
150
Professional Planning
California
$280K +$282K +5,792 New

HYLS Hedge Fund Activity: Q2 2021 in Review

199 of the 5,745 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 2021, worth a combined $1.64B — up 2.5% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of HYLS and 19 opened new positions — a net loss of 1 holder — while 63 trimmed existing stakes and 97 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $33.6M. The largest seller was Morgan Stanley, cutting an estimated $18.4M.

  • 199 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q2 2021, down from 203 in Q1 2021.
  • Funds reported $1.64B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q2 2021, up 2.5% quarter-over-quarter.
  • 19 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q2 2021 and 20 closed out, a net change of -1 holder.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q2 2021 was Citadel Advisors, an estimated $33.6M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q2 2021 was Morgan Stanley, an estimated $18.4M sold.

Based on aggregated 13F filings for Q2 2021.