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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$3.24M |
| 2 |
Morgan Stanley
New York
|
+$2.72M |
| 3 |
BCM
Boltwood Capital Management
Walnut Creek,
California
|
+$2.39M |
| 4 |
Jane Street
New York
|
+$1.55M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$555K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$4.05M |
| 2 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
-$362K |
| 3 |
RW
RVW Wealth
Los Angeles,
California
|
-$221K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$219K |
| 5 |
LPL Financial
San Diego,
California
|
-$113K |
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.