We are live on ! Find out more
HYLS icon

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
AFM
201
Andesa Financial Management
Pennsylvania
-$3.11M -63,908 Closed
FHC
202
First Heartland Consultants
Missouri
-$1.6M -32,968 Closed
IA
203
Insight Advisors
Pennsylvania
-$1.22M -25,112 Closed
WIA
204
Wealthstreet Investment Advisors
Texas
-$810K -16,654 Closed
CRWM
205
Castle Rock Wealth Management
California
-$705K -14,535 Closed
T
206
TRUADVICE
Florida
-$613K -12,603 Closed
CP
207
Camelot Portfolios
Ohio
-$540K -11,098 Closed
CWM
208
Cornerstone Wealth Management
Missouri
-$487K -10,017 Closed
SS
209
Simplicity Solutions
Minnesota
-$459K -9,443 Closed
CAM
210
Concorde Asset Management
Michigan
-$431K -8,868 Closed
AFP
211
Ausdal Financial Partners
Iowa
-$395K -8,116 Closed
CCM
212
Crabel Capital Management
California
-$318K -6,528 Closed
Bank of New York Mellon
213
Bank of New York Mellon
New York
-$214K -4,419 Closed
PWM
214
Purus Wealth Management
California
-$210K -4,308 Closed
MHS
215
M Holdings Securities
Oregon
-$204K -4,202 Closed
SFS
216
Sowell Financial Services
Arkansas
-$162K -3,329 Closed
TF
217
TimeScale Financial
Massachusetts
-$117K -2,395 Closed
WAP
218
Wealthcare Advisory Partners
Pennsylvania
-$38K -780 Closed
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
-$10K -211 Closed

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.