We are live on ! Find out more
HYLS icon

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

197 hedge funds and large institutions have $1.58B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 79 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

7% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 74

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

3% less capital invested

Capital invested by funds: $1.64B → $1.58B (-$56.4M)

1% less funds holding

Funds holding: 199197 (-2)

1.42% less ownership

Funds ownership: 69.47%68.05% (-1.4%)

Holders
197
Holders Change
-2
Holders Change %
-1.01%
% of All Funds
3.45%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.25%
New
18
Increased
79
Reduced
74
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
176
SignatureFD
Georgia
$29K
PA
177
PSI Advisors
Florida
$25K +$24.8K +513 New
PCG
178
Private Capital Group
Connecticut
$21K
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$21K +$20.8K +430 New
William Blair & Company
180
William Blair & Company
Illinois
$20K
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$19K
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$19K
CFD
183
Creative Financial Designs
Indiana
$18K -$22.5K -465 -56%
TFS
184
TrustCore Financial Services
Tennessee
$18K
BEI
185
Benjamin Edwards Inc
Missouri
$17K
MIM
186
MTM Investment Management
South Carolina
$15K
FA
187
Faithward Advisors
Pennsylvania
$11K +$10.8K +223 New
Bessemer Group
188
Bessemer Group
New Jersey
$11K +$11.5K +237 New
BU
189
BBVA USA
Alabama
$10K
KIG
190
Kowal Investment Group
Wisconsin
$10K +$10.4K +215 New
GFPC
191
Global Financial Private Client
Florida
$9.17K
CAPTRUST Financial Advisors
192
CAPTRUST Financial Advisors
North Carolina
$6K
SIS
193
Sound Income Strategies
Florida
$5K
TAM
194
Tucker Asset Management
Colorado
$2.73K -$4.69K -97 -63%
AssetMark Inc
195
AssetMark Inc
California
$2K
LAS
196
Lloyd Advisory Services
Georgia
$1K -$97 -2 -8%
SFA
197
Semmax Financial Advisors
North Carolina
$1K
Susquehanna International Group
198
Susquehanna International Group
Pennsylvania
-$11.4M -235,210 Closed
FTUS
199
Flow Traders U.S.
New York
-$8.78M -180,914 Closed
State of Tennessee, Department of Treasury
200
State of Tennessee, Department of Treasury
Tennessee
-$4.82M -99,300 Closed

HYLS Hedge Fund Activity: Q3 2021 in Review

197 of the 5,712 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 2021, worth a combined $1.58B — down 3.4% from $1.64B a quarter earlier.

Fund positioning in HYLS was balanced in Q3 2021: 18 funds opened new positions, 18 closed out, 79 added to existing stakes and 74 trimmed.

The largest buyer was Manchester Financial, opening a new position worth an estimated $15.2M. The largest seller was Citadel Advisors, cutting an estimated $21M.

  • 197 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q3 2021, down from 199 in Q2 2021.
  • Funds reported $1.58B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q3 2021, down 3.4% quarter-over-quarter.
  • 18 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q3 2021 and 18 closed out, a net change of 0 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q3 2021 was Manchester Financial, an estimated $15.2M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q3 2021 was Citadel Advisors, an estimated $21M sold.

Based on aggregated 13F filings for Q3 2021.