First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
212 hedge funds and large institutions have $887M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 80 reducing their positions, and 18 closing their positions.
56% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 18
2% more funds holding
Funds holding: 207 → 212 (+5)
3% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 80
2.2% less ownership
Funds ownership: 64.11% → 61.92% (-2.2%)
7% less capital invested
Capital invested by funds: $950M → $887M (-$63.5M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.54M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.34M |
| 3 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$3.16M |
| 4 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$3.01M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
-$10.6M |
| 2 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$9.71M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$8.93M |
| 4 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$7.76M |
| 5 |
Jane Street
New York
|
-$7.11M |
HYLS Hedge Fund Activity: Q2 2024 in Review
212 of the 6,935 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 2024, worth a combined $887M — down 6.7% from $950M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new HYLS positions and 18 closed out — a net gain of 10 holders — while 78 added to existing stakes and 80 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.54M. The largest seller was One Capital Management, cutting an estimated $10.6M.
- 212 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q2 2024, up from 207 in Q1 2024.
- Funds reported $887M of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q2 2024, down 6.7% quarter-over-quarter.
- 28 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q2 2024 and 18 closed out, a net change of +10 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q2 2024 was Morgan Stanley, an estimated $9.54M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q2 2024 was One Capital Management, an estimated $10.6M sold.
Based on aggregated 13F filings for Q2 2024.