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

222 hedge funds and large institutions have $1.43B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

2% more funds holding

Funds holding: 217222 (+5)

2.01% more ownership

Funds ownership: 70.57%72.58% (+2%)

1% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 87

11% less capital invested

Capital invested by funds: $1.61B → $1.43B (-$180M)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
222
Holders Change
+5
Holders Change %
+2.3%
% of All Funds
3.5%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.17%
New
27
Increased
88
Reduced
87
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
$329M -$43.6M -942,427 -12%
First Trust Advisors
2
First Trust Advisors
Illinois
$147M +$45.8M +988,586 +45%
Wells Fargo
3
Wells Fargo
California
$137M -$8.67M -187,306 -6%
LPL Financial
4
LPL Financial
California
$74.4M -$11.9M -256,675 -14%
UBS Group
5
UBS Group
Switzerland
$68.2M +$441K +9,533 +0.6%
Bank of America
6
Bank of America
North Carolina
$43.1M -$17.5M -379,105 -29%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$42.4M +$3.46M +74,817 +9%
OCM
8
One Capital Management
California
$39.2M +$3.02M +65,327 +8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$33.3M +$7.5M +161,979 +29%
PNC
10
Park National Corp
Ohio
$22.3M +$185K +3,990 +0.8%
DWM
11
Darwin Wealth Management
Florida
$20.4M -$616K -13,312 -3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$19.9M +$5.42M +117,198 +37%
MF
13
Manchester Financial
California
$19.8M +$3.16M +68,325 +19%
Stifel Financial
14
Stifel Financial
Missouri
$18.9M -$653K -14,102 -3%
BFG
15
Beacon Financial Group
Texas
$17.9M +$510K +11,011 +3%
Truist Financial
16
Truist Financial
North Carolina
$15.6M -$7.76M -167,701 -33%
Citadel Advisors
17
Citadel Advisors
Florida
$15.5M +$567K +12,247 +4%
PAG
18
Private Advisor Group
New Jersey
$14.7M -$3.26M -70,443 -18%
CAG
19
Csenge Advisory Group
Florida
$14M +$694K +14,995 +5%
Osaic Holdings
20
Osaic Holdings
Arizona
$13M -$554K -11,979 -4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$11.9M -$469K -10,129 -4%
RA
22
RiverTree Advisors
Florida
$10.9M +$1.6M +34,548 +17%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$9.65M +$694K +14,992 +8%
AWM
24
AE Wealth Management
Kansas
$9.54M +$861K +18,593 +10%
RJA
25
Raymond James & Associates
Florida
$8.12M +$451K +9,750 +6%

HYLS Hedge Fund Activity: Q1 2022 in Review

222 of the 6,340 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 2022, worth a combined $1.43B — down 11% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new HYLS positions and 19 closed out — a net gain of 8 holders — while 88 added to existing stakes and 87 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $45.8M. The largest seller was Jane Street, exiting entirely with an estimated $50.3M sold.

  • 222 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q1 2022, up from 217 in Q4 2021.
  • Funds reported $1.43B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q1 2022, down 11% quarter-over-quarter.
  • 27 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q1 2022 and 19 closed out, a net change of +8 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q1 2022 was First Trust Advisors, an estimated $45.8M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q1 2022 was Jane Street, an estimated $50.3M sold.

Based on aggregated 13F filings for Q1 2022.