We are live on ! Find out more
HYLS icon

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

95 hedge funds and large institutions have $837M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 29

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

1% more funds holding

Funds holding: 9495 (+1)

3% less capital invested

Capital invested by funds: $868M → $837M (-$30M)

3.99% less ownership

Funds ownership: 73.52%69.53% (-4%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
2.37%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
15
Increased
41
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$198M +$3.12M +63,425 +2%
First Trust Advisors
2
First Trust Advisors
Illinois
$189M -$7.25M -147,319 -4%
ACM
3
Aviance Capital Management
Florida
$93.8M -$1.47M -29,917 -2%
Bank of America
4
Bank of America
North Carolina
$44.1M -$3.4M -69,053 -7%
Wells Fargo
5
Wells Fargo
California
$40.2M +$1.61M +32,796 +4%
UBS Group
6
UBS Group
Switzerland
$30.7M -$3.3M -67,000 -10%
AWMS
7
Advocacy Wealth Management Services
Georgia
$22M +$3.25M +66,135 +17%
JCM
8
Janney Capital Management
Pennsylvania
$18.4M +$199K +4,051 +1%
LPL Financial
9
LPL Financial
California
$17.5M +$311K +6,326 +2%
BFG
10
Beacon Financial Group
Texas
$13.4M +$1.29M +26,135 +11%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$13.3M +$1.03M +20,991 +8%
FMP
12
Financial Management Professionals
Texas
$12.3M -$278K -5,644 -2%
Stifel Financial
13
Stifel Financial
Missouri
$10.5M +$351K +7,126 +3%
BTS
14
BB&T Securities
Virginia
$9.98M +$1.65M +33,465 +20%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$9.54M +$1.64M +33,349 +21%
MML Investors Services
16
MML Investors Services
Massachusetts
$7.38M +$7.39M +150,200 New
1IA
17
1834 Investment Advisors
Wisconsin
$7.17M +$564K +11,462 +9%
MMA
18
Miracle Mile Advisors
California
$6.98M +$142K +2,883 +2%
MIFH
19
Migdal Insurance & Financial Holdings
Israel
$4.32M +$364K +7,407 +9%
FAAS
20
First Allied Advisory Services
California
$4.13M +$1.01M +20,585 +33%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$4.05M -$122K -2,478 -3%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$3.9M -$788K -16,007 -17%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$3.78M +$1.17M +23,784 +45%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$3.75M -$236K -4,790 -6%
FTUS
25
Flow Traders U.S.
New York
$3.67M -$33.1M -673,549 -90%

HYLS Hedge Fund Activity: Q2 2017 in Review

95 of the 4,011 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 2017, worth a combined $837M — down 3.5% from $868M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HYLS positions and 13 closed out — a net gain of 2 holders — while 41 added to existing stakes and 29 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $7.39M. The largest seller was Flow Traders U.S., cutting an estimated $33.1M.

  • 95 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q2 2017, up from 94 in Q1 2017.
  • Funds reported $837M of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q2 2017, down 3.5% quarter-over-quarter.
  • 15 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q2 2017 and 13 closed out, a net change of +2 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q2 2017 was MML Investors Services, an estimated $7.39M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q2 2017 was Flow Traders U.S., an estimated $33.1M sold.

Based on aggregated 13F filings for Q2 2017.