First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
211 hedge funds and large institutions have $1.01B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 79 increasing their positions, 83 reducing their positions, and 13 closing their positions.
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
62% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 13
3.55% more ownership
Funds ownership: 65.75% → 69.3% (+3.6%)
3% more funds holding
Funds holding: 204 → 211 (+7)
3% less capital invested
Capital invested by funds: $1.04B → $1.01B (-$33.7M)
5% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 83
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.19M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PG
Prostatis Group
Hanover,
Maryland
|
+$65M |
| 2 |
AA
Advisory Alpha
Holland,
Michigan
|
+$5.44M |
| 3 |
OCM
One Capital Management
Westlake Village,
California
|
+$4.84M |
| 4 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
+$3.97M |
| 5 |
BCP
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
+$3.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$11.3M |
| 2 |
Morgan Stanley
New York
|
-$10.2M |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$7.37M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$7.04M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$6.71M |
HYLS Hedge Fund Activity: Q2 2023 in Review
211 of the 6,369 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 2023, worth a combined $1.01B — down 3.2% from $1.04B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new HYLS positions and 13 closed out — a net gain of 8 holders — while 79 added to existing stakes and 83 trimmed.
The largest buyer was Prostatis Group, adding an estimated $65M. The largest seller was First Trust Advisors, cutting an estimated $11.3M.
- 211 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q2 2023, up from 204 in Q1 2023.
- Funds reported $1.01B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q2 2023, down 3.2% quarter-over-quarter.
- 21 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q2 2023 and 13 closed out, a net change of +8 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q2 2023 was Prostatis Group, an estimated $65M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q2 2023 was First Trust Advisors, an estimated $11.3M sold.
Based on aggregated 13F filings for Q2 2023.