First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
133 hedge funds and large institutions have $758M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 30 reducing their positions, and 17 closing their positions.
110% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 30
29% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 17
8% more capital invested
Capital invested by funds: $705M → $758M (+$53.3M)
1% more funds holding
Funds holding: 132 → 133 (+1)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.11% less ownership
Funds ownership: 62.42% → 62.3% (-0.11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$21.1M |
| 2 |
Morgan Stanley
New York
|
+$18.3M |
| 3 |
LI
LVZ Inc
Holland,
Michigan
|
+$16.6M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$12.2M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$9.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$3.43M |
| 2 |
SFA
Semmax Financial Advisors
Winston Salem,
North Carolina
|
-$2.13M |
| 3 |
HPC
Hobart Private Capital
Charlotte,
North Carolina
|
-$1.7M |
| 4 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$1.63M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$1.25M |
HYLS Hedge Fund Activity: Q2 2019 in Review
133 of the 4,625 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 2019, worth a combined $758M — up 7.6% from $705M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new HYLS positions and 17 closed out — a net gain of 5 holders — while 63 added to existing stakes and 30 trimmed.
The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $21.1M. The largest seller was Stifel Financial, cutting an estimated $3.43M.
- 133 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q2 2019, up from 132 in Q1 2019.
- Funds reported $758M of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q2 2019, up 7.6% quarter-over-quarter.
- 22 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q2 2019 and 17 closed out, a net change of +5 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q2 2019 was RWA Wealth Partners, an estimated $21.1M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q2 2019 was Stifel Financial, an estimated $3.43M sold.
Based on aggregated 13F filings for Q2 2019.