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HI
Hyundai Investments Portfolio holdings
AUM
$92.3M
1-Year Est. Return
0.12%
This Fund
S&P 500
This Quarter
Est. Return
-12.12%
1 Year Est. Return
+0.12%
3 Year Est. Return
-74.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$88.7M
AUM Growth
-$13.9M
(-14%)
Cap. Flow
+$608K
Cap. Flow
% of AUM
0.69%
Top 10 Holdings %
Top 10 Hldgs %
72.06%
Holding
73
New
1
Increased
16
Reduced
55
Closed
1
Avg Time Held Equity + Options
1.2
quarters
Top 10 Avg Time Held Equity + Options
2.3
quarters
Top 20 Avg Time Held Equity + Options
1.5
quarters
Avg Time Held Equity only
1.2
quarters
Top 10 Avg Time Held Equity only
2.3
quarters
Top 20 Avg Time Held Equity only
1.5
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$3.22M |
| 2 |
Leatherback Long/Short Alternative Yield ETF
LBAY
|
+$944K |
| 3 |
Invesco Global Listed Private Equity ETF
PSP
|
+$703K |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$624K |
| 5 |
Invesco S&P 500 High Beta ETF
SPHB
|
+$565K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Communication Services Select Sector SPDR ETF
XLC
|
+$652K |
| 2 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$314K |
| 3 |
State Street SPDR S&P International Dividend ETF
DWX
|
+$303K |
| 4 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
+$303K |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
+$265K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Real Estate | 54.89% |
| 2 | Miscellaneous | 45.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
Invesco S&P 500 Quality ETF
SPHQ
$19B
| $462K | 0.52% |
6,284
-1,261
| -17% | -$98.1K |
2025 Q4
1 quarter
|
|
|
27
CALL
State Street Communication Services Select Sector SPDR ETF
XLC
$23.2B
| $459K | 0.52% |
+4,252
| New | +$492K |
2026 Q1
0 quarters
|
|
28
iShares 20+ Year Treasury Bond ETF
TLT
$46.2B
| $454K | 0.51% |
5,237
-219
| -4% | -$19.3K |
2025 Q4
1 quarter
|
|
29
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44.4B
| $447K | 0.5% |
8,980
-2,378
| -21% | -$120K |
2025 Q4
1 quarter
|
|
30
VanEck Long Muni ETF
MLN
$661M
| $444K | 0.5% |
25,540
-10,886
| -30% | -$191K |
2025 Q4
1 quarter
|
|
31
Invesco BuyBack Achievers ETF
PKW
$1.69B
| $442K | 0.5% |
3,444
-318
| -8% | -$43.1K |
2025 Q4
1 quarter
|
|
32
Vident US Bond Strategy ETF
VBND
$506M
| $441K | 0.5% |
10,184
-2,248
| -18% | -$98.9K |
2025 Q4
1 quarter
|
|
33
Invesco Bloomberg Pricing Power ETF
POWA
$166M
| $436K | 0.49% |
5,140
-897
| -15% | -$81.6K |
2025 Q4
1 quarter
|
|
34
State Street Consumer Staples Select Sector SPDR ETF
XLP
$13.3B
| $435K | 0.49% |
5,308
+967
| +22% | +$81.4K |
2025 Q4
1 quarter
|
|
35
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.08B
| $433K | 0.49% |
6,654
-859
| -11% | -$57.7K |
2025 Q4
1 quarter
|
|
36
iShares CMBS ETF
CMBS
$434M
| $431K | 0.49% |
8,824
-2,907
| -25% | -$143K |
2025 Q4
1 quarter
|
|
37
ProShares Investment Grade-Interest Rate Hedged
IGHG
$389M
| $417K | 0.47% |
5,402
-276
| -5% | -$21.6K |
2025 Q4
1 quarter
|
|
38
State Street Financial Select Sector SPDR ETF
XLF
$50.4B
| $410K | 0.46% |
8,488
-1,232
| -13% | -$64.2K |
2025 Q4
1 quarter
|
|
39
iShares MBS ETF
MBB
$35.3B
| $390K | 0.44% |
4,114
-1,421
| -26% | -$136K |
2025 Q4
1 quarter
|
|
40
VanEck Intermediate Muni ETF
ITM
$2.1B
| $385K | 0.43% |
8,315
-3,362
| -29% | -$159K |
2025 Q4
1 quarter
|
|
41
Vanguard Short-Term Bond ETF
BSV
$45.9B
| $384K | 0.43% |
4,903
-1,152
| -19% | -$90.7K |
2025 Q4
1 quarter
|
|
42
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.2B
| $376K | 0.42% |
7,455
-1,944
| -21% | -$98.5K |
2025 Q4
1 quarter
|
|
43
Vanguard International High Dividend Yield ETF
VYMI
$21B
| $373K | 0.42% |
4,065
-2,234
| -35% | -$213K |
2025 Q4
1 quarter
|
|
44
NYLIM Merger Arbitrage ETF
MNA
$265M
| $363K | 0.41% |
10,030
-2,124
| -17% | -$76.8K |
2025 Q4
1 quarter
|
|
45
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.53B
| $361K | 0.41% |
21,629
-810
| -4% | -$14.3K |
2025 Q4
1 quarter
|
|
46
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.24B
| $353K | 0.4% |
3,727
-782
| -17% | -$75.8K |
2025 Q4
1 quarter
|
|
|
IFLN
47
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$290M
| $348K | 0.39% |
19,542
-4,777
| -20% | -$88.1K |
2025 Q4
1 quarter
|
|
|
48
State Street Utilities Select Sector SPDR ETF
XLU
$22.3B
| $346K | 0.39% |
7,542
-7,008
| -48% | -$314K |
2025 Q4
1 quarter
|
|
49
ProShares Hedge Replication ETF
HDG
$22.5M
| $346K | 0.39% |
6,793
-1,255
| -16% | -$65.6K |
2025 Q4
1 quarter
|
|
50
iShares S&P 500 Value ETF
IVE
$48.8B
| $343K | 0.39% |
1,653
-547
| -25% | -$118K |
2025 Q4
1 quarter
|
|
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FA
Hyundai Investments's Q1 2026 Portfolio in Review
As of Q1 2026, Hyundai Investments held 73 positions worth $88.7M, down 14% from $103M the previous quarter. Its ten largest holdings account for 72% of the portfolio.
Trading was light in Q1 2026: portfolio turnover was 2.7%. Hyundai Investments opened 1 new position and exited 1, leaving the 73-position portfolio largely intact.
By sector, the portfolio is most concentrated in Real Estate at 55% of assets, down from 61% a quarter earlier, followed by Miscellaneous.
- Hyundai Investments added most to State Street Technology Select Sector SPDR ETF in Q1 2026, an estimated $3.22M increase.
- Hyundai Investments's biggest Q1 2026 reduction was State Street Utilities Select Sector SPDR ETF, cutting an estimated $314K.
- Hyundai Investments fully exited State Street Communication Services Select Sector SPDR ETF in Q1 2026, selling an estimated $652K.
- Hyundai Investments's ten largest holdings make up 72% of its $88.7M portfolio in Q1 2026.
- Hyundai Investments opened 1 new position and closed 1 in Q1 2026.
- Hyundai Investments's portfolio value fell 14% quarter-over-quarter to $88.7M.
Based on Hyundai Investments's 13F filing for Q1 2026, filed 15 May 2026.