We are live on ! Find out more
HYLS icon

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

92 hedge funds and large institutions have $815M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 23

74.1% more ownership

Funds ownership: 0%74.1% (+74%)

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more funds holding

Funds holding: 8692 (+6)

4% more capital invested

Capital invested by funds: $784M → $815M (+$31.1M)

Holders
92
Holders Change
+6
Holders Change %
+6.98%
% of All Funds
2.3%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
19
Increased
45
Reduced
23
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
$183M -$4.25M -88,182 -2%
First Trust Advisors
2
First Trust Advisors
Illinois
$168M -$3.57M -74,039 -2%
ACM
3
Aviance Capital Management
Florida
$87.9M +$25M +518,066 +40%
FTUS
4
Flow Traders U.S.
New York
$66.6M +$47.1M +976,312 +242%
Bank of America
5
Bank of America
North Carolina
$45.9M +$9.87M +204,733 +27%
Wells Fargo
6
Wells Fargo
California
$40.1M -$6.62M -137,248 -14%
UBS Group
7
UBS Group
Switzerland
$33.5M -$268K -5,555 -0.8%
LPL Financial
8
LPL Financial
California
$16.5M +$2.23M +46,293 +16%
FMP
9
Financial Management Professionals
Texas
$12M -$248K -5,155 -2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$9.84M -$646K -13,398 -6%
WP
11
WealthSource Partners
California
$9.69M -$1.67M -34,661 -15%
Stifel Financial
12
Stifel Financial
Missouri
$9.25M +$1.19M +24,722 +15%
AWMS
13
Advocacy Wealth Management Services
Georgia
$8.19M +$414K +8,592 +5%
MFS
14
MSI Financial Services
Massachusetts
$7.74M +$469K +9,728 +6%
BFG
15
Beacon Financial Group
Texas
$7.46M +$2.41M +50,068 +48%
JCM
16
Janney Capital Management
Pennsylvania
$5.94M -$355K -7,364 -6%
MMA
17
Miracle Mile Advisors
California
$5.57M +$1.21M +25,203 +28%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$5.53M +$1.96M +40,671 +55%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$5.21M -$3.65M -75,673 -41%
1IA
20
1834 Investment Advisors
Wisconsin
$5.06M +$157K +3,259 +3%
IH
21
IFC Holdings
Florida
$4.67M +$2.64M +54,722 +130%
BTS
22
BB&T Securities
Virginia
$4.38M
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$4.36M -$4.78M -99,175 -52%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$4.12M +$75.2K +1,560 +2%
CP
25
Camelot Portfolios
Ohio
$3.07M +$144K +2,983 +5%

HYLS Hedge Fund Activity: Q4 2016 in Review

92 of the 4,000 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 2016, worth a combined $815M — up 4% from $784M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new HYLS positions and 12 closed out — a net gain of 7 holders — while 45 added to existing stakes and 23 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $47.1M. The largest seller was Horizon Investments, exiting entirely with an estimated $28.1M sold.

  • 92 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q4 2016, up from 86 in Q3 2016.
  • Funds reported $815M of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q4 2016, up 4% quarter-over-quarter.
  • 19 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q4 2016 and 12 closed out, a net change of +7 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q4 2016 was Flow Traders U.S., an estimated $47.1M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q4 2016 was Horizon Investments, an estimated $28.1M sold.

Based on aggregated 13F filings for Q4 2016.