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

222 hedge funds and large institutions have $1.43B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

2% more funds holding

Funds holding: 217222 (+5)

2.01% more ownership

Funds ownership: 70.57%72.58% (+2%)

1% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 87

11% less capital invested

Capital invested by funds: $1.61B → $1.43B (-$180M)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
222
Holders Change
+5
Holders Change %
+2.3%
% of All Funds
3.5%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.17%
New
27
Increased
88
Reduced
87
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
201
Private Capital Group
Connecticut
$20K
William Blair & Company
202
William Blair & Company
Illinois
$19K
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$19K +$46 +1 +0.3%
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$18K
TFS
205
TrustCore Financial Services
Tennessee
$17K
HWM
206
HighMark Wealth Management
Minnesota
$16K +$15.8K +341 New
MIM
207
MTM Investment Management
South Carolina
$15K
FA
208
Faithward Advisors
Pennsylvania
$10K
SC
209
SouthState Corp
Florida
$9K
GWSG
210
GPS Wealth Strategies Group
Colorado
$9K +$9.26K +200 New
TAM
211
Tucker Asset Management
Colorado
$8.79K +$6.2K +134 +231%
GFPC
212
Global Financial Private Client
Florida
$8.21K
PA
213
PSI Advisors
Florida
$6K -$14.1K -304 -70%
CAPTRUST Financial Advisors
214
CAPTRUST Financial Advisors
North Carolina
$6K
SIS
215
Sound Income Strategies
Florida
$6K +$1.48K +32 +32%
LAS
216
Lloyd Advisory Services
Georgia
$6K +$5.18K +112 +487%
TSWM
217
Tyler-Stone Wealth Management
Ohio
$4K
NFSG
218
Newbridge Financial Services Group
Florida
$3K +$3.29K +71 New
S
219
SignatureFD
Georgia
$2K -$29.9K -647 -92%
AssetMark Inc
220
AssetMark Inc
California
$2K -$2.68K -58 -54%
EWA
221
EverSource Wealth Advisors
Alabama
$2K
SFA
222
Semmax Financial Advisors
North Carolina
$1K
Fidelity Investments
223
Fidelity Investments
Massachusetts
$1K +$694 +15 New
Jane Street
224
Jane Street
New York
-$50.3M -1,051,178 Closed
Bank of Montreal
225
Bank of Montreal
Ontario, Canada
-$9.98M -208,526 Closed

HYLS Hedge Fund Activity: Q1 2022 in Review

222 of the 6,340 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 2022, worth a combined $1.43B — down 11% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new HYLS positions and 19 closed out — a net gain of 8 holders — while 88 added to existing stakes and 87 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $45.8M. The largest seller was Jane Street, exiting entirely with an estimated $50.3M sold.

  • 222 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q1 2022, up from 217 in Q4 2021.
  • Funds reported $1.43B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q1 2022, down 11% quarter-over-quarter.
  • 27 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q1 2022 and 19 closed out, a net change of +8 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q1 2022 was First Trust Advisors, an estimated $45.8M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q1 2022 was Jane Street, an estimated $50.3M sold.

Based on aggregated 13F filings for Q1 2022.