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

151 hedge funds and large institutions have $791M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.6% more ownership

Funds ownership: 61.47%62.08% (+0.6%)

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

3% less funds holding

Funds holding: 155151 (-4)

16% less capital invested

Capital invested by funds: $943M → $791M (-$153M)

29% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 66

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
151
Holders Change
-4
Holders Change %
-2.58%
% of All Funds
3.33%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
25
Increased
47
Reduced
66
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
151
Atria Investments
North Carolina
-$4.76M -97,535 Closed
US Bancorp
152
US Bancorp
Minnesota
-$2.66M -54,596 Closed
Manulife (Manufacturers Life Insurance)
153
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$2.28M -46,738 Closed
IAA
154
Independent Advisor Alliance
North Carolina
-$1.51M -30,972 Closed
CS
155
Credit Suisse
Switzerland
-$1.49M -30,545 Closed
RW
156
RVW Wealth
California
-$1.29M -26,365 Closed
VAS
157
Vestmark Advisory Solutions
Massachusetts
-$304K -16,180 Closed
Baird Financial Group
158
Baird Financial Group
Wisconsin
-$652K -13,358 Closed
VCM
159
Virtue Capital Management
Tennessee
-$623K -12,761 Closed
AP
160
Americana Partners
Texas
-$383K -7,861 Closed
CL
161
Cabana LLC
Arkansas
-$341K -6,985 Closed
SW
162
SteelPeak Wealth
California
-$317K -6,500 Closed
TFA
163
Teamwork Financial Advisors
Texas
-$283K -5,806 Closed
RIA
164
Regal Investment Advisors
Michigan
-$269K -5,512 Closed
JWCA
165
J.W. Cole Advisors
Florida
-$264K -5,420 Closed
BWCS
166
Beirne Wealth Consulting Services
Connecticut
-$249K -5,100 Closed
FHC
167
First Heartland Consultants
Missouri
-$246K -5,032 Closed
GLA
168
Good Life Advisors
Pennsylvania
-$230K -4,653 Closed
HighTower Advisors
169
HighTower Advisors
Illinois
-$205K -4,226 Closed
CA
170
Cambridge Advisors
Nebraska
-$206K -4,219 Closed
VCM
171
Vigilant Capital Management
Maine
-$89K -1,830 Closed
ACM
172
Anfield Capital Management
California
-$46K -938 Closed
RIA
173
Realta Investment Advisors
Delaware
-$23K -472 Closed
NC
174
NewSquare Capital
Pennsylvania
-$13K -261 Closed
Fidelity Investments
175
Fidelity Investments
Massachusetts
+$47 +1 New

HYLS Hedge Fund Activity: Q1 2020 in Review

151 of the 4,539 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 Q1 2020, worth a combined $791M — down 16% from $943M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of HYLS and 25 opened new positions — a net loss of 2 holders — while 66 trimmed existing stakes and 47 added.

The largest buyer was Flow Traders U.S., adding an estimated $68.5M. The largest seller was First Trust Advisors, cutting an estimated $28.6M.

  • 151 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q1 2020, down from 155 in Q4 2019.
  • Funds reported $791M of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q1 2020, down 16% quarter-over-quarter.
  • 25 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q1 2020 and 27 closed out, a net change of -2 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q1 2020 was Flow Traders U.S., an estimated $68.5M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q1 2020 was First Trust Advisors, an estimated $28.6M sold.

Based on aggregated 13F filings for Q1 2020.