First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
166 hedge funds and large institutions have $1.31B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 88 increasing their positions, 39 reducing their positions, and 17 closing their positions.
126% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 39
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
29% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 17
19% more capital invested
Capital invested by funds: $1.11B → $1.31B (+$206M)
2% more funds holding
Funds holding: 162 → 166 (+4)
1.98% more ownership
Funds ownership: 64.33% → 66.3% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$48.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$33.1M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$11.4M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$11M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$33.5M |
| 2 |
HIM
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
-$17.9M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$5.16M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.8M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.68M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CRWM
176
Castle Rock Wealth Management
Walnut Creek,
California
| – | -$815K | -17,143 | Closed |
|
|
CCFM
177
Clear Creek Financial Management
Silverdale,
Washington
| – | -$569K | -12,435 | Closed |
|
178
Millennium Management
New York
| – | -$519K | -11,320 | Closed |
|
|
IWM
179
IHT Wealth Management
Chicago,
Illinois
| – | -$420K | -9,173 | Closed |
|
|
JIP
180
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$346K | -7,558 | Closed |
|
|
RIA
181
Regal Investment Advisors
Kentwood,
Michigan
| – | -$290K | -6,333 | Closed |
|
|
HR
182
Hayden Royal
Charlotte,
North Carolina
| – | -$227K | -2,717 | Closed |
|
|
OPS
183
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$45K | -972 | Closed |
|
HYLS Hedge Fund Activity: Q3 2020 in Review
166 of the 4,956 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 Q3 2020, worth a combined $1.31B — up 19% from $1.11B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new HYLS positions and 17 closed out — a net gain of 5 holders — while 88 added to existing stakes and 39 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $48.5M. The largest seller was Jane Street, exiting entirely with an estimated $33.5M sold.
- 166 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q3 2020, up from 162 in Q2 2020.
- Funds reported $1.31B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q3 2020, up 19% quarter-over-quarter.
- 22 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q3 2020 and 17 closed out, a net change of +5 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q3 2020 was Morgan Stanley, an estimated $48.5M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q3 2020 was Jane Street, an estimated $33.5M sold.
Based on aggregated 13F filings for Q3 2020.