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

202 hedge funds and large institutions have $1.62B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 84 increasing their positions, 52 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 12

62% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 52

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

23% more capital invested

Capital invested by funds: $1.31B → $1.62B (+$306M)

22% more funds holding

Funds holding: 166202 (+36)

6.74% more ownership

Funds ownership: 66.3%73.04% (+6.7%)

Holders
202
Holders Change
+36
Holders Change %
+21.69%
% of All Funds
3.57%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.18%
New
49
Increased
84
Reduced
52
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
151
Independent Financial Group
California
$246K +$243K +5,043 New
SW
152
SteelPeak Wealth
California
$240K +$237K +4,923 New
PIA
153
Powell Investment Advisors
Florida
$237K
UCFA
154
United Capital Financial Advisors
Texas
$232K -$10.9K -227 -5%
GLA
155
Good Life Advisors
Pennsylvania
$226K -$17.7K -368 -7%
CWA
156
Clarus Wealth Advisors
Arizona
$219K -$481 -10 -0.2%
OIA
157
Optimum Investment Advisors
Illinois
$213K
PWM
158
Purus Wealth Management
California
$210K +$207K +4,308 New
FPWM
159
FSB Premier Wealth Management
Iowa
$209K +$207K +4,305 New
EH
160
Equitable Holdings
New York
$206K +$203K +4,228 New
SFS
161
Sowell Financial Services
Arkansas
$168K +$17.5K +364 +12%
AAM
162
Advisors Asset Management
Colorado
$163K +$62.6K +1,302 +64%
MIFH
163
Migdal Insurance & Financial Holdings
Israel
$151K
RWML
164
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$134K +$132K +2,750 New
AWM
165
Accel Wealth Management
Iowa
$133K +$131K +2,729 New
CF
166
Centaurus Financial
California
$121K
CAL
167
Capital Analysts LLC
Pennsylvania
$119K +$8.42K +175 +8%
AF
168
Advisornet Financial
Minnesota
$97K +$65.8K +1,369 +223%
BEI
169
Benjamin Edwards Inc
Missouri
$95K -$24.5K -510 -21%
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$90K
KC
171
Kinloch Capital
Virginia
$85K +$84.4K +1,754 New
APWA
172
Atlas Private Wealth Advisors
New Jersey
$82K
GRP
173
Global Retirement Partners
California
$69K
CHC
174
City Holding Co
West Virginia
$66K
LIA
175
Luken Investment Analytics
Tennessee
$65K +$64.1K +1,332 New

HYLS Hedge Fund Activity: Q4 2020 in Review

202 of the 5,652 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 2020, worth a combined $1.62B — up 23% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new HYLS positions and 12 closed out — a net gain of 37 holders — while 84 added to existing stakes and 52 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $112M. The largest seller was Simplicity Solutions, cutting an estimated $11.1M.

  • 202 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q4 2020, up from 166 in Q3 2020.
  • Funds reported $1.62B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q4 2020, up 23% quarter-over-quarter.
  • 49 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q4 2020 and 12 closed out, a net change of +37 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q4 2020 was Jane Street, an estimated $112M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q4 2020 was Simplicity Solutions, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2020.