Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
FA
Fiducient Advisors’s
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
Stock Holding History
Fiducient Advisors’s Portfolio
HYGV Stock Details
HYGV Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-17,226
Closed
-$686K
–
99
2022
Q4
$686K
Sell
17,226
-4,304
-20%
-$173K
0.2%
66
2022
Q3
$842K
Sell
21,530
-2,351
-10%
-$97.3K
0.4%
22
2022
Q2
$965K
Buy
23,881
+2,568
+12%
+$111K
0.36%
31
2022
Q1
$987K
Buy
+21,313
New
+$1M
0.37%
23
Other funds holding HYGV
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
BCM
Boltwood Capital Management
Walnut Creek, California
$436M AUM
24%
1-Year Est. Return
RW
REDW Wealth
Albuquerque, New Mexico
$251M AUM
15.79%
1-Year Est. Return
UBG
United Bank (Georgia)
Zebulon, Georgia
$301M AUM
19.61%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
AWM
AE Wealth Management
Topeka, Kansas
$18.5B AUM
19.51%
1-Year Est. Return
MML Investors Services
Springfield, Massachusetts
$36.1B AUM
19.68%
1-Year Est. Return
IA
IFP Advisors
Tampa, Florida
$4.82B AUM
20.19%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close