We are live on ! Find out more
HYLS icon

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

234 hedge funds and large institutions have $1.28B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 76 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 20

30% more capital invested

Capital invested by funds: $985M → $1.28B (+$293M)

10% more funds holding

Funds holding: 213234 (+21)

14% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 88

22.09% less ownership

Funds ownership: 84.54%62.44% (-22%)

Holders
234
Holders Change
+21
Holders Change %
+9.86%
% of All Funds
3.08%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
46
Increased
76
Reduced
88
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
176
Strategic Blueprint
Georgia
$219K -$8.88K -213 -4%
SPC
177
Sigma Planning Corp
Michigan
$216K +$218K +5,216 New
HA
178
Helium Advisors
Washington
$212K +$214K +5,136 New
Betterment LLC
179
Betterment LLC
New York
$212K +$214K +5,126 New
ACP
180
Argyle Capital Partners
California
$208K +$210K +5,032 New
MWM
181
Marion Wealth Management
Pennsylvania
$201K +$203K +4,875 New
CAL
182
Capital Analysts LLC
Pennsylvania
$199K
FFA
183
Farther Finance Advisors
California
$168K +$2.25K +54 +1%
SPIA
184
Steward Partners Investment Advisory
New York
$137K -$7.84K -188 -5%
DFA
185
DHJJ Financial Advisors
Illinois
$125K -$2.38K -57 -2%
RCM
186
Raleigh Capital Management
North Carolina
$121K -$2.42K -58 -2%
IWM
187
IMG Wealth Management
Florida
$120K +$121K +2,894 New
MCM
188
MAI Capital Management
Ohio
$115K +$116K +2,775 New
CWM
189
Copia Wealth Management
Oregon
$89.9K +$90.7K +2,175 New
TWM
190
Topsail Wealth Management
North Carolina
$82.7K +$83.4K +2,000 New
PS
191
Principal Securities
Iowa
$74.4K +$209 +5 +0.3%
HGERS
192
Householder Group Estate & Retirement Specialist
Arizona
$74K +$584 +14 +0.8%
KIM
193
Kestra Investment Management
Texas
$71.1K +$71.8K +1,721 New
GSWM
194
Golden State Wealth Management
California
$65.1K +$65.7K +1,576 New
US Bancorp
195
US Bancorp
Minnesota
$59.1K -$3.8K -91 -6%
GRP
196
Global Retirement Partners
California
$58.9K -$26.9K -645 -31%
CHC
197
City Holding Co
West Virginia
$56K
TSMHT
198
Thurston Springer Miller Herd & Titak
Indiana
$52.4K
CFD
199
Creative Financial Designs
Indiana
$51.8K +$25.2K +605 +93%
PSFG
200
Park Square Financial Group
Georgia
$41.1K +$41.5K +995 New

HYLS Hedge Fund Activity: Q4 2024 in Review

234 of the 7,592 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 2024, worth a combined $1.28B — up 30% from $985M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new HYLS positions and 20 closed out — a net gain of 26 holders — while 76 added to existing stakes and 88 trimmed.

The largest buyer was Jane Street, adding an estimated $14.2M. The largest seller was International Assets Investment Management, cutting an estimated $283M.

  • 234 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q4 2024, up from 213 in Q3 2024.
  • Funds reported $1.28B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q4 2024, up 30% quarter-over-quarter.
  • 46 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q4 2024 and 20 closed out, a net change of +26 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q4 2024 was Jane Street, an estimated $14.2M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q4 2024 was International Assets Investment Management, an estimated $283M sold.

Based on aggregated 13F filings for Q4 2024.