Arrow Dow Jones Global Yield ETF
GYLD
28 hedge funds and large institutions have $27.7M invested in Arrow Dow Jones Global Yield ETF in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 4 closing their positions.
129% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 7
36% more capital invested
Capital invested by funds: $20.4M → $27.7M (+$7.27M)
2.13% more ownership
Funds ownership: 22.31% → 24.44% (+2.1%)
0% more funds holding
Funds holding: 28 → 28 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.47M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$843K |
| 3 |
LPL Financial
San Diego,
California
|
+$650K |
| 4 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
+$555K |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$463K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$292K |
| 2 |
BWP
Baldwin Wealth Partners
Marion,
Massachusetts
|
-$159K |
| 3 |
FNBT
FineMark National Bank & Trust
Fort Myers,
Florida
|
-$131K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$104K |
| 5 |
WCM
Windsor Capital Management
Phoenix,
Arizona
|
-$50K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAS
26
Partnervest Advisory Services
Santa Barbara,
California
| $80K | +$6.9K | +261 | +10% |
|
27
Ameriprise
Minneapolis,
Minnesota
| $22K | -$2.06K | -78 | -9% |
|
|
LTFS
28
Ladenburg Thalmann Financial Services
Miami,
Florida
| $16K | – | – | – |
|
|
29
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$292K | -10,989 | Closed |
|
|
WCM
30
Windsor Capital Management
Phoenix,
Arizona
| – | -$50K | -1,871 | Closed |
|
31
Citigroup
New York
| – | -$2K | -71 | Closed |
|
|
TFA
32
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$1K | -31 | Closed |
|
GYLD Hedge Fund Activity: Q1 2014 in Review
28 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Arrow Dow Jones Global Yield ETF (GYLD) for Q1 2014, worth a combined $27.7M — up 36% from $20.4M a quarter earlier.
Fund positioning in GYLD was balanced in Q1 2014: 4 funds opened new positions, 4 closed out, 16 added to existing stakes and 7 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.47M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $292K sold.
- 28 institutional investors held Arrow Dow Jones Global Yield ETF (GYLD) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $27.7M of Arrow Dow Jones Global Yield ETF stock for Q1 2014, up 36% quarter-over-quarter.
- 4 funds opened new Arrow Dow Jones Global Yield ETF positions in Q1 2014 and 4 closed out, a net change of 0 holders.
- The largest Arrow Dow Jones Global Yield ETF buyer in Q1 2014 was Wells Fargo, an estimated $2.47M added.
- The largest Arrow Dow Jones Global Yield ETF seller in Q1 2014 was Susquehanna International Group, an estimated $292K sold.
Based on aggregated 13F filings for Q1 2014.