First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
16 hedge funds and large institutions have $25.7M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 3 closing their positions.
2,807% more capital inflows, than outflows
Capital inflows: $16.5M | Capital outflows: $566K
700% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 1
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
33% more funds holding
Funds holding: 12 → 16 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.3M |
| 2 |
Camelot Portfolios
Maumee,
Ohio
|
+$1.87M |
| 3 |
SNS Financial Group
Minneapolis,
Minnesota
|
+$1.06M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.03M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$866K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$340K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$206K |
| 3 |
Citigroup
New York
|
-$10K |
| 4 |
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$10K |
HYLS Hedge Fund Activity: Q3 2013 in Review
16 of the 3,096 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 Q3 2013, worth a combined $25.7M — up 163% from $9.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HYLS positions and 3 closed out — a net gain of 4 holders — while 8 added to existing stakes and 1 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.3M. The largest seller was Susquehanna International Group, cutting an estimated $340K.
- 16 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q3 2013, up from 12 in Q2 2013.
- Funds reported $25.7M of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q3 2013, up 163% quarter-over-quarter.
- 7 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q3 2013 and 3 closed out, a net change of +4 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q3 2013 was Morgan Stanley, an estimated $9.3M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q3 2013 was Susquehanna International Group, an estimated $340K sold.
Based on aggregated 13F filings for Q3 2013.