NYLIM
HYLV

New York Life Investment Management’s IQ S&P High Yield Low Volatility Bond ETF HYLV Stock Holding History

New York Life Investment Management’s Portfolio HYLV Stock Details HYLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,310,103
Closed -$57.6M – 31
2021
Q1 		$57.6M Buy
2,310,103
+64,745
+3% +$1.63M 3.47% 7
2020
Q4 		$57.1M Buy
2,245,358
+35,110
+2% +$884K 3.83% 7
2020
Q3 		$54.8M Buy
2,210,248
+32,323
+1% +$807K 4.96% 7
2020
Q2 		$52.8M Buy
+2,177,925
New +$52.6M 5.58% 6
2020
Q1 		– Sell
-1,060,682
Closed -$26.9M – 15
2019
Q4 		$26.9M Hold
1,060,682
– – 3.94% 6
2019
Q3 		$26.9M Buy
1,060,682
+17,708
+2% +$446K 3.12% 9
2019
Q2 		$26.2M Sell
1,042,974
-51,243
-5% -$1.26M 2.41% 9
2019
Q1 		$26.9M Sell
1,094,217
-50,947
-4% -$1.23M 2.07% 9
2018
Q4 		$26.7M Sell
1,145,164
-19,405
-2% -$461K 1.99% 7
2018
Q3 		$28.3M Sell
1,164,569
-30,642
-3% -$742K 1.92% 7
2018
Q2 		$28.7M Sell
1,195,211
-862,896
-42% -$21M 1.66% 7
2018
Q1 		$50.5M Buy
2,058,107
+34,756
+2% +$864K 3.11% 7
2017
Q4 		$50.9M Buy
2,023,351
+25,550
+1% +$647K 3.53% 6
2017
Q3 		$50.9M Buy
1,997,801
+1,032,387
+107% +$26.2M 4.11% 7
2017
Q2 		$24.5M Buy
+965,414
New +$24.4M 2.25% 13

Other funds holding HYLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPWM
Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return

New York Life Investment Management's HYLV Position: Q2 2021 in Review

New York Life Investment Management sold out of IQ S&P High Yield Low Volatility Bond ETF (HYLV) in Q2 2021, closing a stake of 2,310,103 shares — an estimated $57.6M sold.

New York Life Investment Management first reported a position in HYLV in Q2 2017 and held it in 15 quarters. The position peaked at $57.6M in Q1 2021. 25 funds tracked by Wall St. Rank hold HYLV as of Q2 2021.

  • New York Life Investment Management reported no remaining IQ S&P High Yield Low Volatility Bond ETF position as of Q2 2021 after selling out during the quarter.
  • New York Life Investment Management sold 2,310,103 IQ S&P High Yield Low Volatility Bond ETF shares in Q2 2021, an estimated $57.6M.
  • New York Life Investment Management first reported a position in IQ S&P High Yield Low Volatility Bond ETF in Q2 2017 and held it in 15 quarters.
  • New York Life Investment Management's IQ S&P High Yield Low Volatility Bond ETF position peaked at $57.6M in Q1 2021.
  • 25 funds tracked by Wall St. Rank held IQ S&P High Yield Low Volatility Bond ETF as of Q2 2021.

Based on New York Life Investment Management's 13F filing for Q2 2021, filed 29 Jul 2021.