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

163 hedge funds and large institutions have $1.11B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 83 increasing their positions, 35 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 35

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

40% more capital invested

Capital invested by funds: $791M → $1.11B (+$316M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% more funds holding

Funds holding: 151163 (+12)

2.26% more ownership

Funds ownership: 62.08%64.34% (+2.3%)

Holders
163
Holders Change
+12
Holders Change %
+7.95%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
30
Increased
83
Reduced
35
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
151
Advisors Asset Management
Colorado
$26K +$25.8K +568 New
SPIA
152
Steward Partners Investment Advisory
New York
$20K -$18.2K -400 -48%
GFPC
153
Global Financial Private Capital
Florida
$14K -$5.09K -112 -26%
LAS
154
Lloyd Advisory Services
Georgia
$14K +$2.63K +58 +23%
HWM
155
Holloway Wealth Management
Florida
$11K
SFA
156
Semmax Financial Advisors
North Carolina
$10K
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$6K +$5.95K +131 New
GWMIA
158
Global Wealth Management Investment Advisory
Florida
$5K -$16.7K -367 -76%
SIS
159
Sound Income Strategies
Florida
$5K
OC
160
Oakworth Capital
Alabama
$4K +$4.36K +96 New
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$3K
FHA
162
Flagship Harbor Advisors
Massachusetts
$2K
AWMS
163
Advocacy Wealth Management Services
Georgia
-$24.6M -583,784 Closed
Citadel Advisors
164
Citadel Advisors
Florida
-$17.2M -409,785 Closed
WP
165
WealthSource Partners
California
-$1.99M -47,311 Closed
SF
166
Synovus Financial
Georgia
-$1.57M -37,219 Closed
AW
167
ACG Wealth
Georgia
-$841K -20,027 Closed
BCP
168
Blackhawk Capital Partners
Wisconsin
-$582K -11,925 Closed
PAG
169
Private Advisory Group
Washington
-$442K -10,522 Closed
SWP
170
Summit Wealth Partners
Florida
-$257K -6,111 Closed
AIS
171
Accurate Investment Solutions
Pennsylvania
-$87K -2,077 Closed
GSWM
172
Golden State Wealth Management
California
-$44K -1,045 Closed
MWM
173
MBE Wealth Management
Wisconsin
-$36K -877 Closed
LWM
174
Liberty Wealth Management
California
-$31K -740 Closed
CS
175
Capital Square
Tennessee
-$30K -710 Closed

HYLS Hedge Fund Activity: Q2 2020 in Review

163 of the 4,878 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 2020, worth a combined $1.11B — up 40% from $791M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new HYLS positions and 18 closed out — a net gain of 12 holders — while 83 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $161M. The largest seller was Flow Traders U.S., cutting an estimated $64.6M.

  • 163 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q2 2020, up from 151 in Q1 2020.
  • Funds reported $1.11B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q2 2020, up 40% quarter-over-quarter.
  • 30 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q2 2020 and 18 closed out, a net change of +12 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q2 2020 was Morgan Stanley, an estimated $161M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q2 2020 was Flow Traders U.S., an estimated $64.6M sold.

Based on aggregated 13F filings for Q2 2020.