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

220 hedge funds and large institutions have $1.02B invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 58 increasing their positions, 101 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 16

9% more funds holding

Funds holding: 202220 (+18)

1.8% more ownership

Funds ownership: 65.64%67.44% (+1.8%)

4% less capital invested

Capital invested by funds: $1.06B → $1.02B (-$37.3M)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

43% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 101

Holders
220
Holders Change
+18
Holders Change %
+8.91%
% of All Funds
3.54%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
36
Increased
58
Reduced
101
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$196M -$33.3M -847,348 -14%
First Trust Advisors
2
First Trust Advisors
Illinois
$122M -$5.79M -147,086 -4%
Wells Fargo
3
Wells Fargo
California
$90.6M +$3.88M +98,544 +4%
LPL Financial
4
LPL Financial
California
$64M -$2.48M -63,060 -4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$49.1M +$1.14M +28,862 +2%
UBS Group
6
UBS Group
Switzerland
$39.1M +$1.37M +34,894 +4%
OCM
7
One Capital Management
California
$38.5M +$3.25M +82,634 +9%
Bank of America
8
Bank of America
North Carolina
$32.7M -$3.36M -85,334 -9%
Jane Street
9
Jane Street
New York
$23.5M +$23.5M +596,078 +6,921%
PNC
10
Park National Corp
Ohio
$17.2M -$1.25M -31,884 -7%
DWM
11
Darwin Wealth Management
Florida
$16.9M -$804K -20,446 -5%
CAG
12
Csenge Advisory Group
Florida
$16.7M +$5.7M +144,764 +51%
LIA
13
Luken Investment Analytics
Tennessee
$13.2M +$13.3M +337,771 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$10.8M -$2.63M -66,727 -19%
BFG
15
Beacon Financial Group
Texas
$10.1M -$4.72M -119,937 -32%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$9.2M -$93.5K -2,376 -1%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$8.86M -$3.11M -79,140 -26%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$8.35M -$2.86M -72,769 -25%
OMC
19
Old Mission Capital
Illinois
$7.77M -$6.24M -158,607 -44%
MWAM
20
Manhattan West Asset Management
California
$7.64M +$1.51M +38,419 +24%
Osaic Holdings
21
Osaic Holdings
Arizona
$7.52M -$5.09M -129,468 -40%
AWA
22
Arkadios Wealth Advisors
Georgia
$7.14M -$287K -7,299 -4%
RJA
23
Raymond James & Associates
Florida
$7.1M -$519K -13,192 -7%
Stifel Financial
24
Stifel Financial
Missouri
$6.55M -$6.6M -167,717 -50%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$6.2M -$4.43M -112,697 -41%

HYLS Hedge Fund Activity: Q4 2022 in Review

220 of the 6,221 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 2022, worth a combined $1.02B — down 3.5% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HYLS positions and 16 closed out — a net gain of 20 holders — while 58 added to existing stakes and 101 trimmed.

The largest buyer was Jane Street, adding an estimated $23.5M. The largest seller was Morgan Stanley, cutting an estimated $33.3M.

  • 220 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q4 2022, up from 202 in Q3 2022.
  • Funds reported $1.02B of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q4 2022, down 3.5% quarter-over-quarter.
  • 36 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q4 2022 and 16 closed out, a net change of +20 holders.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q4 2022 was Jane Street, an estimated $23.5M added.
  • The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q4 2022 was Morgan Stanley, an estimated $33.3M sold.

Based on aggregated 13F filings for Q4 2022.