We are live on ! Find out more
HYLS icon

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

220 hedge funds and large institutions have $1.02B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 58 increasing their positions, 101 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 16

9% more funds holding

Funds holding: 202220 (+18)

1.8% more ownership

Funds ownership: 65.64%67.44% (+1.8%)

4% less capital invested

Capital invested by funds: $1.06B → $1.02B (-$37.3M)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

43% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 101

Holders
220
Holders Change
+18
Holders Change %
+8.91%
% of All Funds
3.54%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
36
Increased
58
Reduced
101
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
126
Collaborative Wealth Management
Florida
$409K +$4.92K +125 +1%
IFG
127
Independent Financial Group
California
$403K -$6.53K -166 -2%
MSAM
128
Moloney Securities Asset Management
Missouri
$401K +$27.8K +706 +7%
RPCA
129
Running Point Capital Advisors
California
$396K +$400K +10,166 New
CIA
130
Capital Investment Advisors
Georgia
$391K +$53.2K +1,352 +16%
WP
131
WealthSource Partners
California
$352K -$293K -7,443 -45%
FA
132
Flagstar Advisors
New York
$350K +$354K +8,997 New
Koshinski Asset Management
133
Koshinski Asset Management
Illinois
$349K +$52.3K +1,329 +17%
CWA
134
Clarus Wealth Advisors
Arizona
$347K +$38.1K +968 +13%
OPS
135
Orion Portfolio Solutions
Nebraska
$339K +$8.58K +218 +3%
MCC
136
Money Concepts Capital
Florida
$323K +$311K +7,906 +1,996%
CCM
137
Chiron Capital Management
Florida
$322K -$551K -13,999 -63%
SS
138
Sunbelt Securities
Texas
$315K +$157 +4 +0%
BF
139
BOK Financial
Oklahoma
$314K +$49.7K +1,263 +19%
IA
140
IFG Advisory
Georgia
$313K -$99.5K -2,528 -24%
AWM
141
Accel Wealth Management
Iowa
$312K +$16.8K +426 +6%
BPA
142
Beacon Pointe Advisors
California
$303K -$166K -4,222 -35%
SFS
143
Stiles Financial Services
Minnesota
$299K +$242K +6,142 New
QWM
144
QP Wealth Management
New Jersey
$298K +$301K +7,661 New
FFA
145
Farther Finance Advisors
California
$288K +$291K +7,400 New
MOS
146
MGO One Seven
Ohio
$280K +$52.4K +1,332 +23%
FAM
147
Flaharty Asset Management
Florida
$279K
VAS
148
Vestmark Advisory Solutions
Massachusetts
$279K +$35.9K +912 +15%
IWM
149
IHT Wealth Management
Illinois
$272K -$67.4K -1,714 -20%
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$268K -$9.6K -244 -3%

HYLS Hedge Fund Activity: Q4 2022 in Review

220 of the 6,221 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 2022, worth a combined $1.02B — down 3.5% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HYLS positions and 16 closed out — a net gain of 20 holders — while 58 added to existing stakes and 101 trimmed.

The largest buyer was Jane Street, adding an estimated $23.5M. The largest seller was Morgan Stanley, cutting an estimated $33.3M.

  • 220 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q4 2022, up from 202 in Q3 2022.
  • Funds reported $1.02B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q4 2022, down 3.5% quarter-over-quarter.
  • 36 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q4 2022 and 16 closed out, a net change of +20 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q4 2022 was Jane Street, an estimated $23.5M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q4 2022 was Morgan Stanley, an estimated $33.3M sold.

Based on aggregated 13F filings for Q4 2022.