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FlexShares High Yield Value-Scored Bond Index Fund
HYGV

35 hedge funds and large institutions have $53.5M invested in FlexShares High Yield Value-Scored Bond Index Fund in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

31% more capital invested

Capital invested by funds: $40.7M → $53.5M (+$12.7M)

25% more funds holding

Funds holding: 28 → 35 (+7)

0.45% more ownership

Funds ownership: 49.99% → 50.44% (+0.45%)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
35
Holders Change
+7
Holders Change %
+25%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
10
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
+$3.24M
2
Morgan Stanley
Morgan Stanley
New York
+$2.72M
3
BCM
Boltwood Capital Management
California
+$2.39M
4
Jane Street
Jane Street
New York
+$1.55M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$555K

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$4.05M
2
VBFP
Valtinson Bruner Financial Planning
Minnesota
-$362K
3
RW
RVW Wealth
California
-$221K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$219K
5
LPL Financial
LPL Financial
California
-$113K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$244K +$68.7K +1,479 +39%
Osaic Holdings
27
Osaic Holdings
Arizona
$220K -$790 -17 -0.4%
HIM
28
Hanlon Investment Management
New Jersey
$203K -$27.1K -584 -12%
IFA
29
Interactive Financial Advisors
Illinois
$196K +$196K +4,223 New
APA
30
American Portfolios Advisors
New York
$64.2K – – –
FFA
31
Founders Financial Alliance
North Carolina
$46K +$46K +990 New
SFS
32
Sowell Financial Services
Arkansas
$43K +$43.1K +927 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$19K – – –
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$15K +$139 +3 +1%
MAM
35
Meeder Asset Management
Ohio
$13K +$13.3K +287 New
CAN
36
Cetera Advisor Networks
California
– -$82K -1,835 Closed
PAG
37
Private Advisor Group
New Jersey
– -$24K -541 Closed
OPS
38
Orion Portfolio Solutions
Nebraska
– -$11K -252 Closed
UBS Group
39
UBS Group
Switzerland
– -$3K -76 Closed
1
2

HYGV Hedge Fund Activity: Q3 2020 in Review

35 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in FlexShares High Yield Value-Scored Bond Index Fund (HYGV) for Q3 2020, worth a combined $53.5M — up 31% from $40.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HYGV positions and 4 closed out — a net gain of 7 holders — while 10 added to existing stakes and 11 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $3.24M. The largest seller was Northern Trust, cutting an estimated $4.05M.

  • 35 institutional investors held FlexShares High Yield Value-Scored Bond Index Fund (HYGV) as of Q3 2020, up from 28 in Q2 2020.
  • Funds reported $53.5M of FlexShares High Yield Value-Scored Bond Index Fund stock for Q3 2020, up 31% quarter-over-quarter.
  • 11 funds opened new FlexShares High Yield Value-Scored Bond Index Fund positions in Q3 2020 and 4 closed out, a net change of +7 holders.
  • The largest FlexShares High Yield Value-Scored Bond Index Fund buyer in Q3 2020 was Flow Traders U.S., an estimated $3.24M added.
  • The largest FlexShares High Yield Value-Scored Bond Index Fund seller in Q3 2020 was Northern Trust, an estimated $4.05M sold.

Based on aggregated 13F filings for Q3 2020.