First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
48 hedge funds and large institutions have $334M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 32 increasing their positions, 5 reducing their positions, and 1 closing their positions.
540% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 5
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
7% more funds holding
Funds holding: 45 → 48 (+3)
2% less capital invested
Capital invested by funds: $343M → $334M (-$8.42M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Hudock Inc
Williamsport,
Pennsylvania
|
+$10.3M |
| 2 |
Morgan Stanley
New York
|
+$6.75M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.49M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.97M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$30M |
| 2 |
AC
AFAM Capital
Austin,
Texas
|
-$1.97M |
| 3 |
WA
WESPAC Advisors
Orinda,
California
|
-$290K |
| 4 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$101K |
| 5 |
CP
Camelot Portfolios
Maumee,
Ohio
|
-$88.8K |
HYLS Hedge Fund Activity: Q3 2015 in Review
48 of the 3,590 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 2015, worth a combined $334M — down 2.5% from $343M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new HYLS positions and 1 closed out — a net gain of 4 holders — while 32 added to existing stakes and 5 trimmed.
The largest buyer was Hudock Inc, opening a new position worth an estimated $10.3M. The largest seller was First Trust Advisors, cutting an estimated $30M.
- 48 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q3 2015, up from 45 in Q2 2015.
- Funds reported $334M of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q3 2015, down 2.5% quarter-over-quarter.
- 5 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q3 2015 and 1 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 2015 was Hudock Inc, an estimated $10.3M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q3 2015 was First Trust Advisors, an estimated $30M sold.
Based on aggregated 13F filings for Q3 2015.