We are live on ! Find out more
HYLS icon

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

74 hedge funds and large institutions have $704M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2016 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 14

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $652M → $704M (+$51.5M)

3% more funds holding

Funds holding: 7274 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
1.97%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
16
Increased
39
Reduced
14
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$166M +$25.2M +528,172 +18%
First Trust Advisors
2
First Trust Advisors
Illinois
$165M +$15.5M +324,161 +10%
ACM
3
Aviance Capital Management
Florida
$66.8M +$7.33M +153,507 +12%
Wells Fargo
4
Wells Fargo
California
$42.3M +$21.3M +445,829 +101%
FTUS
5
Flow Traders U.S.
New York
$32M -$69.6M -1,459,414 -68%
Bank of America
6
Bank of America
North Carolina
$27.9M +$2.48M +52,055 +10%
UBS Group
7
UBS Group
Switzerland
$26.8M +$6.26M +131,110 +30%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$19.6M +$18.9M +395,546 +2,550%
LPL Financial
9
LPL Financial
California
$13.1M -$10.2M -212,958 -44%
FMP
10
Financial Management Professionals
Texas
$12.3M -$62.9K -1,317 -0.5%
WP
11
WealthSource Partners
California
$9.89M +$9.9M +207,425 New
HI
12
Hudock Inc
Pennsylvania
$9.07M +$162K +3,392 +2%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$8.79M +$1.63M +34,070 +23%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$8.73M +$3.14M +65,863 +56%
MFS
15
MSI Financial Services
Massachusetts
$8.25M +$3.28M +68,807 +66%
Stifel Financial
16
Stifel Financial
Missouri
$7.58M +$582K +12,201 +8%
JCM
17
Janney Capital Management
Pennsylvania
$6.41M -$801K -16,780 -11%
Jane Street
18
Jane Street
New York
$6.37M +$6.37M +133,531 New
AWMS
19
Advocacy Wealth Management Services
Georgia
$6.14M +$2.42M +50,614 +65%
JP Morgan Chase
20
JP Morgan Chase
New York
$5.82M +$148K +3,100 +3%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$3.85M +$98.8K +2,070 +3%
BTS
22
BB&T Securities
Virginia
$3.8M -$977K -20,471 -20%
MMA
23
Miracle Mile Advisors
California
$3.37M +$1.9M +39,719 +134%
BWM
24
Braver Wealth Management
Massachusetts
$3.26M +$3.26M +68,410 New
CP
25
Camelot Portfolios
Ohio
$2.86M -$1.15M -24,138 -29%

HYLS Hedge Fund Activity: Q2 2016 in Review

74 of the 3,748 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 2016, worth a combined $704M — up 7.9% from $652M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HYLS positions and 12 closed out — a net gain of 4 holders — while 39 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $25.2M. The largest seller was Flow Traders U.S., cutting an estimated $69.6M.

  • 74 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q2 2016, up from 72 in Q1 2016.
  • Funds reported $704M of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q2 2016, up 7.9% quarter-over-quarter.
  • 16 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q2 2016 and 12 closed out, a net change of +4 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q2 2016 was Morgan Stanley, an estimated $25.2M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q2 2016 was Flow Traders U.S., an estimated $69.6M sold.

Based on aggregated 13F filings for Q2 2016.