Northern Trust High Yield Value-Scored Bond ETF
HYGV
44 hedge funds and large institutions have $87.2M invested in Northern Trust High Yield Value-Scored Bond ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
110% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 10
45% more capital invested
Capital invested by funds: $60.3M → $87.2M (+$26.9M)
19% more funds holding
Funds holding: 37 → 44 (+7)
14.6% more ownership
Funds ownership: 47.55% → 62.16% (+15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$37.4M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
+$7.36M |
| 3 |
RW
REDW Wealth
Albuquerque,
New Mexico
|
+$6.98M |
| 4 |
IPW
IronBridge Private Wealth
Austin,
Texas
|
+$5.75M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3LCM
3D/L Capital Management
Hartford,
Connecticut
|
-$1.41M |
| 2 |
Rockefeller Capital Management
New York
|
-$435K |
| 3 |
Morgan Stanley
New York
|
-$433K |
| 4 |
LPL Financial
San Diego,
California
|
-$261K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$91.7K |
HYGV Hedge Fund Activity: Q2 2021 in Review
44 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Northern Trust High Yield Value-Scored Bond ETF (HYGV) for Q2 2021, worth a combined $87.2M — up 45% from $60.3M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new HYGV positions and 2 closed out — a net gain of 7 holders — while 21 added to existing stakes and 10 trimmed.
The largest buyer was Northern Trust, adding an estimated $37.4M. The largest seller was 3D/L Capital Management, cutting an estimated $1.41M.
- 44 institutional investors held Northern Trust High Yield Value-Scored Bond ETF (HYGV) as of Q2 2021, up from 37 in Q1 2021.
- Funds reported $87.2M of Northern Trust High Yield Value-Scored Bond ETF stock for Q2 2021, up 45% quarter-over-quarter.
- 9 funds opened new Northern Trust High Yield Value-Scored Bond ETF positions in Q2 2021 and 2 closed out, a net change of +7 holders.
- The largest Northern Trust High Yield Value-Scored Bond ETF buyer in Q2 2021 was Northern Trust, an estimated $37.4M added.
- The largest Northern Trust High Yield Value-Scored Bond ETF seller in Q2 2021 was 3D/L Capital Management, an estimated $1.41M sold.
Based on aggregated 13F filings for Q2 2021.