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

234 hedge funds and large institutions have $1.28B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 76 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 20

30% more capital invested

Capital invested by funds: $985M → $1.28B (+$293M)

10% more funds holding

Funds holding: 213234 (+21)

14% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 88

22.09% less ownership

Funds ownership: 84.54%62.44% (-22%)

Holders
234
Holders Change
+21
Holders Change %
+9.86%
% of All Funds
3.08%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
46
Increased
76
Reduced
88
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
126
Atria Investments
North Carolina
$518K +$34.3K +823 +7%
AAP
127
Arax Advisory Partners
Colorado
$494K +$499K +11,960 New
O3W
128
Omni 360 Wealth
New Jersey
$492K -$25.8K -618 -5%
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$491K +$394K +9,443 +386%
APW
130
Aurora Private Wealth
New Jersey
$488K +$54.4K +1,305 +12%
BPWM
131
Black Point Wealth Management
Florida
$479K -$6.84K -164 -1%
WIA
132
World Investment Advisors
California
$474K +$479K +11,479 New
MWM
133
MBE Wealth Management
Wisconsin
$474K -$66.9K -1,605 -12%
IAIM
134
International Assets Investment Management
Florida
$446K -$283M -6,789,525 -100%
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$441K -$1.71M -41,044 -79%
CIAS
136
Capital Investment Advisory Services
North Carolina
$435K -$31.9K -766 -7%
FFP
137
Freedom Financial Partners
Minnesota
$432K +$436K +10,460 New
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$429K -$76.8K -1,842 -15%
WWM
139
Western Wealth Management
Colorado
$428K -$213K -5,098 -33%
PTC
140
Private Trust Company
Ohio
$416K +$32.1K +769 +8%
FA
141
Flagstar Advisors
New York
$403K -$554K -13,289 -58%
RG
142
Rathbones Group
United Kingdom
$400K +$16.7K +400 +4%
TSS
143
Two Sigma Securities
New York
$385K +$389K +9,327 New
FF
144
Fairway Financial
Florida
$379K +$383K +9,180 New
CFO
145
Callan Family Office
Pennsylvania
$361K
CIA
146
Capital Investment Advisors
Georgia
$361K +$364K +8,727 New
PWS
147
Proactive Wealth Strategies
Georgia
$351K +$90.1K +2,159 +34%
BCI
148
Brinker Capital Investments
Pennsylvania
$325K -$78.5K -1,881 -19%
OPS
149
Orion Portfolio Solutions
Nebraska
$325K -$78.5K -1,881 -19%
CWM
150
Collaborative Wealth Management
Florida
$324K

HYLS Hedge Fund Activity: Q4 2024 in Review

234 of the 7,592 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 2024, worth a combined $1.28B — up 30% from $985M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new HYLS positions and 20 closed out — a net gain of 26 holders — while 76 added to existing stakes and 88 trimmed.

The largest buyer was Jane Street, adding an estimated $14.2M. The largest seller was International Assets Investment Management, cutting an estimated $283M.

  • 234 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q4 2024, up from 213 in Q3 2024.
  • Funds reported $1.28B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q4 2024, up 30% quarter-over-quarter.
  • 46 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q4 2024 and 20 closed out, a net change of +26 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q4 2024 was Jane Street, an estimated $14.2M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q4 2024 was International Assets Investment Management, an estimated $283M sold.

Based on aggregated 13F filings for Q4 2024.