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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
HWM
176
Holloway Wealth Management
Florida
$48K
Deutsche Bank
177
Deutsche Bank
Germany
$46K -$9.62K -200 -17%
DWMG
178
DB Wealth Management Group
California
$39K +$38.6K +802 New
CWA
179
Clearview Wealth Advisors
Oregon
$33K +$32.3K +671 New
ICP
180
Interchange Capital Partners
Pennsylvania
$32K +$31.7K +660 New
SPIA
181
Steward Partners Investment Advisory
New York
$31K +$9.14K +190 +43%
S
182
SignatureFD
Georgia
$29K -$49.3K -1,025 -63%
AA
183
AlphaMark Advisors
Kentucky
$28K -$1.2K -25 -4%
William Blair & Company
184
William Blair & Company
Illinois
$20K -$24.4K -508 -55%
TFS
185
TrustCore Financial Services
Tennessee
$19K +$241 +5 +1%
TAM
186
Tucker Asset Management
Colorado
$18.2K +$17.9K +373 New
HIIFS
187
Harel Insurance Investments & Financial Services
Israel
$16K -$4.23K -88 Closed
MIM
188
MTM Investment Management
South Carolina
$16K +$15.4K +320 New
TRCT
189
Tower Research Capital (TRC)
New York
$14K +$14.1K +293 New
OIM
190
Oder Investment Management
California
$10K +$10.2K +212 New
GFPC
191
Global Financial Private Client
Florida
$9.26K -$23.2K -482 -72%
SL
192
Savior LLC
Massachusetts
$7K +$48 +1 +0.7%
MIM
193
Merrion Investment Management
New Jersey
$7K +$6.97K +145 New
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$6K
LAS
195
Lloyd Advisory Services
Georgia
$5K -$625 -13 -12%
OC
196
Oakworth Capital
Alabama
$5K
SIS
197
Sound Income Strategies
Florida
$5K
CAAS
198
Capital Asset Advisory Services
Michigan
$5K +$5.05K +105 New
CFD
199
Creative Financial Designs
Indiana
$4K +$3.46K +72 New
AssetMark Inc
200
AssetMark Inc
California
$2K

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.