First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
213 hedge funds and large institutions have $985M 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, 75 reducing their positions, and 20 closing their positions.
22.75% more ownership
Funds ownership: 61.79% → 84.54% (+23%)
20% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 20
17% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 75
11% more capital invested
Capital invested by funds: $885M → $985M (+$99.8M)
1% more funds holding
Funds holding: 211 → 213 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$281M |
| 2 |
Morgan Stanley
New York
|
+$40.6M |
| 3 |
LPL Financial
San Diego,
California
|
+$27.6M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$9.45M |
| 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
213 of the 6,964 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 $985M — up 11% from $885M 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 75 trimmed.
The largest buyer was International Assets Investment Management, adding an estimated $281M. The largest seller was Commonwealth Equity Services, cutting an estimated $13.9M.
- 213 institutional investors held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) as of Q3 2024, up from 211 in Q2 2024.
- Funds reported $985M of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock for Q3 2024, up 11% 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 International Assets Investment Management, an estimated $281M 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.