We are live on ! Find out more
HYGV icon

FlexShares High Yield Value-Scored Bond Index Fund

60 hedge funds and large institutions have $871M invested in FlexShares High Yield Value-Scored Bond Index Fund in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more capital invested

Capital invested by funds: $166M → $871M (+$705M)

6.81% more ownership

Funds ownership: 86.71%93.52% (+6.8%)

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

0% more funds holding

Funds holding: 6060 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

Holders
60
Holders Change
Holders Change %
0%
% of All Funds
0.96%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
22
Reduced
21
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Sowell Financial Services
Arkansas
$691K -$98.7K -2,461 -12%
FA
27
Fiducient Advisors
Illinois
$686K -$173K -4,304 -20%
SWRP
28
Summit Wealth & Retirement Planning
California
$679K -$49.4K -1,231 -7%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$610K +$206K +5,136 +50%
SWA
30
Stratos Wealth Advisors
Ohio
$514K -$13.4K -334 -3%
SPC
31
Sigma Planning Corp
Michigan
$496K -$14.9K -372 -3%
IFWM
32
Institute for Wealth Management
Colorado
$465K -$28.4K -708 -6%
3LCM
33
3D/L Capital Management
Connecticut
$451K -$50K -1,247 -10%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$423K -$166K -4,131 -28%
RIA
35
Regal Investment Advisors
Michigan
$384K -$10.9K -272 -3%
BAM
36
Belpointe Asset Management
Nevada
$383K +$386K +9,611 New
CFO
37
CVA Family Office
Colorado
$354K +$190K +4,740 +115%
CFAM
38
Coury Firm Asset Management
Pennsylvania
$326K
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$319K -$2.93K -73 -0.9%
Citigroup
40
Citigroup
New York
$272K +$71.2K +1,774 +35%
BA
41
Bristlecone Advisors
Washington
$261K +$263K +6,548 New
HA
42
Herold Advisors
New York
$255K +$257K +6,400 New
ESB
43
Essex Savings Bank
Connecticut
$229K +$231K +5,750 New
SSWM
44
Sheets Smith Wealth Management
North Carolina
$207K +$208K +5,187 New
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$204K +$24.5K +610 +14%
RCM
46
Rain Capital Management
Oregon
$87.5K +$2.45K +61 +3%
MIFH
47
Migdal Insurance & Financial Holdings
Israel
$87K +$18.5K +460 +27%
CA
48
CoreCap Advisors
Michigan
$86.5K +$87.1K +2,170 New
US Bancorp
49
US Bancorp
Minnesota
$81.7K +$82.2K +2,050 New
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$71.4K