First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
214 hedge funds and large institutions have $993M invested in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 88 increasing their positions, 76 reducing their positions, and 20 closing their positions.
20% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 20
16% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 76
12% more capital invested
Capital invested by funds: $887M → $993M (+$106M)
4.27% more ownership
Funds ownership: 61.92% → 66.18% (+4.3%)
1% more funds holding
Funds holding: 212 → 214 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$40.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$27.6M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$9.45M |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$7.63M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$6.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$13.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$7.58M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$4.74M |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$4.48M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$3.59M |
HYLS Hedge Fund Activity: Q3 2024 in Review
214 of the 6,978 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 Q3 2024, worth a combined $993M — up 12% from $887M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new HYLS positions and 20 closed out — a net gain of 4 holders — while 88 added to existing stakes and 76 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $40.6M. The largest seller was Commonwealth Equity Services, cutting an estimated $13.9M.
- 214 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q3 2024, up from 212 in Q2 2024.
- Funds reported $993M of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q3 2024, up 12% quarter-over-quarter.
- 24 funds opened new First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF positions in Q3 2024 and 20 closed out, a net change of +4 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF buyer in Q3 2024 was Morgan Stanley, an estimated $40.6M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF seller in Q3 2024 was Commonwealth Equity Services, an estimated $13.9M sold.
Based on aggregated 13F filings for Q3 2024.