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

202 hedge funds and large institutions have $1.62B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 84 increasing their positions, 52 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 12

62% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 52

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

23% more capital invested

Capital invested by funds: $1.31B → $1.62B (+$306M)

22% more funds holding

Funds holding: 166202 (+36)

6.74% more ownership

Funds ownership: 66.3%73.04% (+6.7%)

Holders
202
Holders Change
+36
Holders Change %
+21.69%
% of All Funds
3.57%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.18%
New
49
Increased
84
Reduced
52
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
$408M +$11.3M +234,795 +3%
Wells Fargo
2
Wells Fargo
California
$142M +$9.62M +199,933 +7%
First Trust Advisors
3
First Trust Advisors
Illinois
$116M -$9.29M -193,128 -7%
Jane Street
4
Jane Street
New York
$113M +$112M +2,323,089 New
Bank of America
5
Bank of America
North Carolina
$62.4M +$11M +228,482 +22%
LPL Financial
6
LPL Financial
California
$58M +$6.48M +134,758 +13%
UBS Group
7
UBS Group
Switzerland
$52.9M +$606K +12,603 +1%
Citadel Advisors
8
Citadel Advisors
Florida
$38.7M +$27.1M +562,498 +242%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$38.4M -$2M -41,560 -5%
OCM
10
One Capital Management
California
$28.3M +$1.97M +40,926 +8%
Qube Research & Technologies (QRT)
11
Qube Research & Technologies (QRT)
United Kingdom
$24.9M +$9.77M +203,130 +66%
Stifel Financial
12
Stifel Financial
Missouri
$24.5M +$4.43M +92,045 +22%
Osaic Holdings
13
Osaic Holdings
Arizona
$20.7M -$4.84M -100,620 -19%
GIA
14
Gladstone Institutional Advisory
Florida
$20.6M +$1.14M +23,656 +6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$19.9M -$645K -13,415 -3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$19.8M +$3.63M +75,559 +23%
PAG
17
Private Advisor Group
New Jersey
$19.7M +$1.17M +24,333 +6%
BFG
18
Beacon Financial Group
Texas
$18.9M +$466K +9,686 +3%
RWP
19
RWA Wealth Partners
Massachusetts
$17.3M +$8.72M +181,295 +104%
PNC
20
Park National Corp
Ohio
$17M +$2.68M +55,646 +19%
CAG
21
Csenge Advisory Group
Florida
$14.4M +$2.02M +41,899 +17%
AFA
22
American Financial Advisors
Georgia
$13.4M -$244K -5,077 -2%
BFG
23
Berger Financial Group
Minnesota
$12.9M +$12.7M +264,535 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$12M -$547K -11,380 -4%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$11.6M +$411K +8,551 +4%

HYLS Hedge Fund Activity: Q4 2020 in Review

202 of the 5,652 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 2020, worth a combined $1.62B — up 23% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new HYLS positions and 12 closed out — a net gain of 37 holders — while 84 added to existing stakes and 52 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $112M. The largest seller was Simplicity Solutions, cutting an estimated $11.1M.

  • 202 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q4 2020, up from 166 in Q3 2020.
  • Funds reported $1.62B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q4 2020, up 23% quarter-over-quarter.
  • 49 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q4 2020 and 12 closed out, a net change of +37 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q4 2020 was Jane Street, an estimated $112M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q4 2020 was Simplicity Solutions, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2020.