We are live on ! Find out more
HYLS icon

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

206 hedge funds and large institutions have $1.11B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 72 increasing their positions, 87 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.03% less ownership

Funds ownership: 72.58%68.55% (-4%)

7% less funds holding

Funds holding: 222206 (-16)

17% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 87

22% less capital invested

Capital invested by funds: $1.43B → $1.11B (-$316M)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

44% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 34

Holders
206
Holders Change
-16
Holders Change %
-7.21%
% of All Funds
3.47%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
19
Increased
72
Reduced
87
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
176
AlphaMark Advisors
Kentucky
$39K +$14.8K +350 +55%
TWC
177
TD Waterhouse Canada
Ontario, Canada
$33.1K
FCG
178
Financial Connections Group
California
$32K +$34.8K +820 New
LS
179
Leelyn Smith
Illinois
$30K -$143K -3,384 -82%
AIC
180
Archer Investment Corporation
Indiana
$27.4K
CTC
181
Central Trust Company
Missouri
$23K
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$20K +$4.37K +103 +26%
BNP Paribas Financial Markets
183
BNP Paribas Financial Markets
France
$19.8K -$29.8K -704 -58%
PP
184
PFS Partners
New Jersey
$19.3K -$509 -12 -2%
William Blair & Company
185
William Blair & Company
Illinois
$16K
TFS
186
TrustCore Financial Services
Tennessee
$15K
HWM
187
HighMark Wealth Management
Minnesota
$13K
MIM
188
MTM Investment Management
South Carolina
$13K
TAM
189
Tucker Asset Management
Colorado
$9.32K +$1.95K +46 +24%
FA
190
Faithward Advisors
Pennsylvania
$9K
S
191
SignatureFD
Georgia
$9K +$7.21K +170 +321%
GWSG
192
GPS Wealth Strategies Group
Colorado
$8K
CWA
193
Clearview Wealth Advisors
Oregon
$7K -$22.8K -537 -76%
SC
194
SouthState Corp
Florida
$7K
TCWM
195
Total Clarity Wealth Management
Illinois
$7K +$7.63K +180 New
TRCT
196
Tower Research Capital (TRC)
New York
$6K +$6.74K +159 New
SIS
197
Sound Income Strategies
Florida
$5K
TSWM
198
Tyler-Stone Wealth Management
Ohio
$4K
NMG
199
New Millennium Group
Utah
$3K +$3.18K +75 New
HFS
200
Heritage Financial Services
Massachusetts
$3K +$3.31K +78 New

HYLS Hedge Fund Activity: Q2 2022 in Review

206 of the 5,936 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 2022, worth a combined $1.11B — down 22% from $1.43B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of HYLS and 19 opened new positions — a net loss of 15 holders — while 87 trimmed existing stakes and 72 added.

The largest buyer was First Trust Advisors, adding an estimated $15.4M. The largest seller was Morgan Stanley, cutting an estimated $30.9M.

  • 206 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q2 2022, down from 222 in Q1 2022.
  • Funds reported $1.11B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q2 2022, down 22% quarter-over-quarter.
  • 19 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q2 2022 and 34 closed out, a net change of -15 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q2 2022 was First Trust Advisors, an estimated $15.4M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q2 2022 was Morgan Stanley, an estimated $30.9M sold.

Based on aggregated 13F filings for Q2 2022.