Arrow Dow Jones Global Yield ETF
GYLD
34 hedge funds and large institutions have $68.2M invested in Arrow Dow Jones Global Yield ETF in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 3 closing their positions.
267% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 6
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
57% more capital invested
Capital invested by funds: $43.5M → $68.2M (+$24.7M)
10% more funds holding
Funds holding: 31 → 34 (+3)
7.88% more ownership
Funds ownership: 27.75% → 35.63% (+7.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$16.8M |
| 2 |
Morgan Stanley
New York
|
+$3.84M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.99M |
| 4 |
Jane Street
New York
|
+$1.66M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$1.1M |
| 2 |
PI
Placemark Investments
Chicago,
Illinois
|
-$456K |
| 3 |
AIG
American International Group
New York
|
-$196K |
| 4 |
BWP
Baldwin Wealth Partners
Marion,
Massachusetts
|
-$189K |
| 5 |
SI
SII Investments
Appleton,
Wisconsin
|
-$122K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NPC
26
National Planning Corporation
El Segundo,
California
| $280K | +$44.8K | +1,613 | +18% |
|
|
SI
27
SII Investments
Appleton,
Wisconsin
| $265K | -$122K | -4,400 | -30% |
|
|
FNBT
28
FineMark National Bank & Trust
Fort Myers,
Florida
| $226K | +$15K | +540 | +7% |
|
|
LTFS
29
Ladenburg Thalmann Financial Services
Miami,
Florida
| $196K | +$59.1K | +2,130 | +40% |
|
|
MFS
30
MSI Financial Services
Springfield,
Massachusetts
| $165K | +$11.3K | +407 | +7% |
|
|
U
31
UBS
Zurich,
Switzerland
| $64K | +$68K | +2,449 | New |
|
32
Ameriprise
Minneapolis,
Minnesota
| $48K | -$8.05K | -290 | -14% |
|
|
NFG
33
Next Financial Group
Houston,
Texas
| $39K | +$41.6K | +1,500 | New |
|
|
TFA
34
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | -$2.36K | -85 | -71% |
|
|
MIAN
35
Mariner Independent Advisor Network
Overland Park,
Kansas
| – | -$1.1M | -38,812 | Closed |
|
|
PI
36
Placemark Investments
Chicago,
Illinois
| – | -$456K | -16,163 | Closed |
|
|
DADC
37
D.A. Davidson & Co
Great Falls,
Montana
| – | -$26K | -952 | Closed |
|
GYLD Hedge Fund Activity: Q3 2014 in Review
34 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Arrow Dow Jones Global Yield ETF (GYLD) for Q3 2014, worth a combined $68.2M — up 57% from $43.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new GYLD positions and 3 closed out — a net gain of 3 holders — while 22 added to existing stakes and 6 trimmed.
The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $16.8M. The largest seller was Mariner Independent Advisor Network, exiting entirely with an estimated $1.1M sold.
- 34 institutional investors held Arrow Dow Jones Global Yield ETF (GYLD) as of Q3 2014, up from 31 in Q2 2014.
- Funds reported $68.2M of Arrow Dow Jones Global Yield ETF stock for Q3 2014, up 57% quarter-over-quarter.
- 6 funds opened new Arrow Dow Jones Global Yield ETF positions in Q3 2014 and 3 closed out, a net change of +3 holders.
- The largest Arrow Dow Jones Global Yield ETF buyer in Q3 2014 was Brookstone Capital Management, an estimated $16.8M added.
- The largest Arrow Dow Jones Global Yield ETF seller in Q3 2014 was Mariner Independent Advisor Network, an estimated $1.1M sold.
Based on aggregated 13F filings for Q3 2014.