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

203 hedge funds and large institutions have $1.6B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 97 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 60

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1% more funds holding

Funds holding: 201203 (+2)

1% less capital invested

Capital invested by funds: $1.62B → $1.6B (-$18.1M)

2.82% less ownership

Funds ownership: 73.04%70.22% (-2.8%)

Holders
203
Holders Change
+2
Holders Change %
+1%
% of All Funds
3.56%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
23
Increased
97
Reduced
60
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
201
Sound Income Strategies
Florida
$4.87K
AssetMark Inc
202
AssetMark Inc
California
$2K
HNB
203
Huntington National Bank
Ohio
$2K
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$1K
SFA
205
Semmax Financial Advisors
North Carolina
$1K
Citadel Advisors
206
Citadel Advisors
Florida
-$38.7M -794,803 Closed
Verition Fund Management
207
Verition Fund Management
Connecticut
-$4.32M -88,565 Closed
AAM
208
Ascension Asset Management
New York
-$3.95M -81,100 Closed
M&T Bank
209
M&T Bank
New York
-$1.53M -31,494 Closed
LGA
210
Lebenthal Global Advisors
New York
-$523K -10,750 Closed
SF
211
Synovus Financial
Georgia
-$511K -10,503 Closed
CWM
212
Connecticut Wealth Management
Connecticut
-$357K -7,320 Closed
RIA
213
Regal Investment Advisors
Michigan
-$323K -6,622 Closed
RA
214
RFG Advisory
Alabama
-$269K -5,486 Closed
SW
215
SteelPeak Wealth
California
-$240K -4,923 Closed
KC
216
Kinloch Capital
Virginia
-$85K -1,754 Closed
Deutsche Bank
217
Deutsche Bank
Germany
-$46K -947 Closed
ICP
218
Interchange Capital Partners
Pennsylvania
-$32K -660 Closed
TRCT
219
Tower Research Capital (TRC)
New York
-$14K -293 Closed
OIM
220
Oder Investment Management
California
-$10K -212 Closed
MIM
221
Merrion Investment Management
New Jersey
-$7K -145 Closed
CAAS
222
Capital Asset Advisory Services
Michigan
-$5K -105 Closed
OC
223
Oakworth Capital
Alabama
-$5K -96 Closed
GWMIA
224
Global Wealth Management Investment Advisory
Florida
-$2K -36 Closed
Fidelity Investments
225
Fidelity Investments
Massachusetts
+$49 +1 +100%

HYLS Hedge Fund Activity: Q1 2021 in Review

203 of the 5,695 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 Q1 2021, worth a combined $1.6B — down 1.1% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HYLS positions and 19 closed out — a net gain of 4 holders — while 97 added to existing stakes and 60 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26.7M. The largest seller was Jane Street, cutting an estimated $102M.

  • 203 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q1 2021, up from 201 in Q4 2020.
  • Funds reported $1.6B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q1 2021, down 1.1% quarter-over-quarter.
  • 23 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q1 2021 and 19 closed out, a net change of +4 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q1 2021 was Morgan Stanley, an estimated $26.7M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q1 2021 was Jane Street, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2021.