We are live on ! Find out more
HYLS icon

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

203 hedge funds and large institutions have $1.6B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 97 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 60

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1% more funds holding

Funds holding: 201203 (+2)

1% less capital invested

Capital invested by funds: $1.62B → $1.6B (-$18.1M)

2.82% less ownership

Funds ownership: 73.04%70.22% (-2.8%)

Holders
203
Holders Change
+2
Holders Change %
+1%
% of All Funds
3.56%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
23
Increased
97
Reduced
60
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$434M +$26.7M +545,814 +7%
Wells Fargo
2
Wells Fargo
California
$151M +$9.84M +201,535 +7%
First Trust Advisors
3
First Trust Advisors
Illinois
$120M +$3.55M +72,770 +3%
LPL Financial
4
LPL Financial
California
$69.1M +$11.2M +228,527 +19%
Bank of America
5
Bank of America
North Carolina
$63.5M +$1.24M +25,448 +2%
UBS Group
6
UBS Group
Switzerland
$57.8M +$5.02M +102,826 +9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$40.6M +$2.3M +47,002 +6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$34.7M +$15.1M +308,575 +76%
OCM
9
One Capital Management
California
$31.6M +$3.41M +69,903 +12%
Stifel Financial
10
Stifel Financial
Missouri
$27.5M +$3.06M +62,597 +12%
PAG
11
Private Advisor Group
New Jersey
$21.4M +$1.68M +34,325 +8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$20.5M +$617K +12,638 +3%
PNC
13
Park National Corp
Ohio
$19.6M +$2.57M +52,729 +15%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$19.2M +$8.09M +165,748 +73%
BFG
15
Beacon Financial Group
Texas
$18.9M
Truist Financial
16
Truist Financial
North Carolina
$18.1M +$13.2M +269,428 +263%
Osaic Holdings
17
Osaic Holdings
Arizona
$18M -$2.66M -54,506 -13%
DWM
18
Darwin Wealth Management
Florida
$17.5M +$9.74M +199,531 +124%
RWP
19
RWA Wealth Partners
Massachusetts
$17.2M -$92.4K -1,892 -0.5%
GIA
20
Gladstone Institutional Advisory
Florida
$17.2M -$3.33M -68,235 -16%
Barclays
21
Barclays
United Kingdom
$14.3M +$14.4M +294,170 New
CAG
22
Csenge Advisory Group
Florida
$14M -$436K -8,934 -3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$13.6M +$1.67M +34,184 +14%
BFG
24
Berger Financial Group
Minnesota
$13.1M +$218K +4,473 +2%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$11.8M -$13.1M -267,533 -52%

HYLS Hedge Fund Activity: Q1 2021 in Review

203 of the 5,695 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 Q1 2021, worth a combined $1.6B — down 1.1% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HYLS positions and 19 closed out — a net gain of 4 holders — while 97 added to existing stakes and 60 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26.7M. The largest seller was Jane Street, cutting an estimated $102M.

  • 203 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q1 2021, up from 201 in Q4 2020.
  • Funds reported $1.6B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q1 2021, down 1.1% quarter-over-quarter.
  • 23 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q1 2021 and 19 closed out, a net change of +4 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q1 2021 was Morgan Stanley, an estimated $26.7M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q1 2021 was Jane Street, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2021.