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

217 hedge funds and large institutions have $1.61B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 81 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 12

10% more funds holding

Funds holding: 197217 (+20)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

2.52% more ownership

Funds ownership: 68.05%70.57% (+2.5%)

1% more capital invested

Capital invested by funds: $1.58B → $1.61B (+$23.2M)

0% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 81

Holders
217
Holders Change
+20
Holders Change %
+10.15%
% of All Funds
3.34%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.23%
New
36
Increased
81
Reduced
81
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
201
TrustCore Financial Services
Tennessee
$18K
MIM
202
MTM Investment Management
South Carolina
$15K
FPWM
203
FSB Premier Wealth Management
Iowa
$13K +$13K +272 New
Bessemer Group
204
Bessemer Group
New Jersey
$11K
FA
205
Faithward Advisors
Pennsylvania
$11K
BEI
206
Benjamin Edwards Inc
Missouri
$9K -$7.74K -162 -47%
SC
207
SouthState Corp
Florida
$9K +$8.94K +187 New
GFPC
208
Global Financial Private Client
Florida
$8.61K -$478 -10 -5%
PCMC
209
Paragon Capital Management (Colorado)
Colorado
$8K +$7.6K +159 New
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$6K
HNB
211
Huntington National Bank
Ohio
$5K
SIS
212
Sound Income Strategies
Florida
$5K
AssetMark Inc
213
AssetMark Inc
California
$5K +$2.77K +58 +118%
TSWM
214
Tyler-Stone Wealth Management
Ohio
$5K +$4.59K +96 New
TAM
215
Tucker Asset Management
Colorado
$2.77K +$48 +1 +2%
EWA
216
EverSource Wealth Advisors
Alabama
$2K +$1.67K +35 New
LAS
217
Lloyd Advisory Services
Georgia
$1K
SFA
218
Semmax Financial Advisors
North Carolina
$1K
Barclays
219
Barclays
United Kingdom
-$7.43M -154,209 Closed
MSAM
220
Moloney Securities Asset Management
Missouri
-$1.09M -22,625 Closed
Renaissance Technologies
221
Renaissance Technologies
New York
-$1.02M -21,100 Closed
HF
222
HRT Financial
New York
-$507K -10,538 Closed
SF
223
Synovus Financial
Georgia
-$366K -7,602 Closed
BCM
224
Brookstone Capital Management
Illinois
-$223K -4,637 Closed
JCM
225
Jacobi Capital Management
Pennsylvania
-$91K -1,890 Closed

HYLS Hedge Fund Activity: Q4 2021 in Review

217 of the 6,498 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 2021, worth a combined $1.61B — up 1.5% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HYLS positions and 12 closed out — a net gain of 24 holders — while 81 added to existing stakes and 81 trimmed.

The largest buyer was Jane Street, adding an estimated $47.2M. The largest seller was Morgan Stanley, cutting an estimated $21.9M.

  • 217 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q4 2021, up from 197 in Q3 2021.
  • Funds reported $1.61B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q4 2021, up 1.5% quarter-over-quarter.
  • 36 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q4 2021 and 12 closed out, a net change of +24 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q4 2021 was Jane Street, an estimated $47.2M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q4 2021 was Morgan Stanley, an estimated $21.9M sold.

Based on aggregated 13F filings for Q4 2021.