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FlexShares High Yield Value-Scored Bond Index Fund
HYGV

28 hedge funds and large institutions have $40.7M invested in FlexShares High Yield Value-Scored Bond Index Fund in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

8% more funds holding

Funds holding: 26 → 28 (+2)

6% more capital invested

Capital invested by funds: $38.4M → $40.7M (+$2.37M)

0.87% less ownership

Funds ownership: 50.85% → 49.99% (-0.87%)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
7
Increased
12
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$8.99M
2
FI
FormulaFolio Investments
Michigan
+$5.77M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$882K
4
Morgan Stanley
Morgan Stanley
New York
+$857K
5
SAM
Shone Asset Management
California
+$747K

Top Sellers

1
Jane Street
Jane Street
New York
-$10.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$337K
3
HR
Hayden Royal
North Carolina
-$320K
4
CA
Calton & Associates
Florida
-$219K
5
Truist Financial
Truist Financial
North Carolina
-$136K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
26
Patriot Financial Group Insurance Agency
Massachusetts
$14K +$13.6K +312 New
OPS
27
Orion Portfolio Solutions
Nebraska
$11K +$11K +252 New
UBS Group
28
UBS Group
Switzerland
$3K -$39.4K -904 -92%
Jane Street
29
Jane Street
New York
– -$10.3M -250,968 Closed
HR
30
Hayden Royal
North Carolina
– -$320K -7,816 Closed
CA
31
Calton & Associates
Florida
– -$219K -5,336 Closed
OAM
32
Oppenheimer Asset Management
New York
– -$22K -528 Closed
1
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