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

199 hedge funds and large institutions have $1.64B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 97 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 63

3% more capital invested

Capital invested by funds: $1.6B → $1.64B (+$40.2M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0.75% less ownership

Funds ownership: 70.22%69.47% (-0.75%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

2% less funds holding

Funds holding: 203199 (-4)

Holders
199
Holders Change
-4
Holders Change %
-1.97%
% of All Funds
3.46%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
19
Increased
97
Reduced
63
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
176
Anfield Capital Management
California
$46K +$45.6K +938 New
JP Morgan Chase
177
JP Morgan Chase
New York
$41K +$40.8K +839 New
CFD
178
Creative Financial Designs
Indiana
$40K +$27.8K +572 +218%
SPIA
179
Steward Partners Investment Advisory
New York
$39K
CWA
180
Clearview Wealth Advisors
Oregon
$33K +$438 +9 +1%
AA
181
AlphaMark Advisors
Kentucky
$31K +$1.7K +35 +6%
S
182
SignatureFD
Georgia
$29K
PCG
183
Private Capital Group
Connecticut
$22K
William Blair & Company
184
William Blair & Company
Illinois
$20K
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$19K -$54.4K -1,118 -74%
FHA
186
First Horizon Advisors
Tennessee
$19K
TFS
187
TrustCore Financial Services
Tennessee
$19K
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$19K +$18.3K +376 +1,709%
BEI
189
Benjamin Edwards Inc
Missouri
$17K -$41.2K -847 -71%
MIM
190
MTM Investment Management
South Carolina
$16K
JCM
191
Jacobi Capital Management
Pennsylvania
$11K +$11K +227 New
BU
192
BBVA USA
Alabama
$10K +$9.72K +200 New
GFPC
193
Global Financial Private Client
Florida
$9.23K
TAM
194
Tucker Asset Management
Colorado
$7.47K -$15K -309 -67%
SL
195
Savior LLC
Massachusetts
$7K
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$6K
SIS
197
Sound Income Strategies
Florida
$5K
AssetMark Inc
198
AssetMark Inc
California
$2K
LAS
199
Lloyd Advisory Services
Georgia
$1K -$4.33K -89 -78%
SFA
200
Semmax Financial Advisors
North Carolina
$1K

HYLS Hedge Fund Activity: Q2 2021 in Review

199 of the 5,745 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 2021, worth a combined $1.64B — up 2.5% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of HYLS and 19 opened new positions — a net loss of 1 holder — while 63 trimmed existing stakes and 97 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $33.6M. The largest seller was Morgan Stanley, cutting an estimated $18.4M.

  • 199 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q2 2021, down from 203 in Q1 2021.
  • Funds reported $1.64B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q2 2021, up 2.5% quarter-over-quarter.
  • 19 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q2 2021 and 20 closed out, a net change of -1 holder.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q2 2021 was Citadel Advisors, an estimated $33.6M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q2 2021 was Morgan Stanley, an estimated $18.4M sold.

Based on aggregated 13F filings for Q2 2021.