Northern Trust High Yield Value-Scored Bond ETF
HYGV
37 hedge funds and large institutions have $60.3M invested in Northern Trust High Yield Value-Scored Bond ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 7 reducing their positions, and 5 closing their positions.
186% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 7
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
0% more funds holding
Funds holding: 37 → 37 (0)
0.71% less ownership
Funds ownership: 48.26% → 47.55% (-0.71%)
9% less capital invested
Capital invested by funds: $66.4M → $60.3M (-$6.06M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$21.9M |
| 2 |
Morgan Stanley
New York
|
+$1.41M |
| 3 |
BCM
Boltwood Capital Management
Walnut Creek,
California
|
+$1.37M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$948K |
| 5 |
SWRP
Summit Wealth & Retirement Planning
San Ramon,
California
|
+$454K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$6.12M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$4.14M |
| 3 |
Jane Street
New York
|
-$3.79M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$891K |
| 5 |
LPL Financial
San Diego,
California
|
-$732K |
HYGV Hedge Fund Activity: Q1 2021 in Review
37 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Northern Trust High Yield Value-Scored Bond ETF (HYGV) for Q1 2021, worth a combined $60.3M — down 9.1% from $66.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HYGV positions and 5 closed out — a net gain of 1 holder — while 20 added to existing stakes and 7 trimmed.
The largest buyer was Northern Trust, adding an estimated $21.9M. The largest seller was FormulaFolio Investments, exiting entirely with an estimated $6.12M sold.
- 37 institutional investors held Northern Trust High Yield Value-Scored Bond ETF (HYGV) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $60.3M of Northern Trust High Yield Value-Scored Bond ETF stock for Q1 2021, down 9.1% quarter-over-quarter.
- 6 funds opened new Northern Trust High Yield Value-Scored Bond ETF positions in Q1 2021 and 5 closed out, a net change of +1 holder.
- The largest Northern Trust High Yield Value-Scored Bond ETF buyer in Q1 2021 was Northern Trust, an estimated $21.9M added.
- The largest Northern Trust High Yield Value-Scored Bond ETF seller in Q1 2021 was FormulaFolio Investments, an estimated $6.12M sold.
Based on aggregated 13F filings for Q1 2021.