Northern Trust High Yield Value-Scored Bond ETF
HYGV
77 hedge funds and large institutions have $1.01B invested in Northern Trust High Yield Value-Scored Bond ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 7 closing their positions.
214% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 7
53% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 19
24% more funds holding
Funds holding: 62 → 77 (+15)
9% more capital invested
Capital invested by funds: $929M → $1.01B (+$83.4M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.38% less ownership
Funds ownership: 90.66% → 89.29% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$76M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.8M |
| 3 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
+$11.9M |
| 4 |
Morgan Stanley
New York
|
+$4.86M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$25.9M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$1.86M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.59M |
| 4 |
SWRP
Summit Wealth & Retirement Planning
San Ramon,
California
|
-$868K |
| 5 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
-$812K |
HYGV Hedge Fund Activity: Q2 2023 in Review
77 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Northern Trust High Yield Value-Scored Bond ETF (HYGV) for Q2 2023, worth a combined $1.01B — up 9% from $929M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new HYGV positions and 7 closed out — a net gain of 15 holders — while 29 added to existing stakes and 19 trimmed.
The largest buyer was Northern Trust, adding an estimated $76M. The largest seller was Jane Street, cutting an estimated $25.9M.
- 77 institutional investors held Northern Trust High Yield Value-Scored Bond ETF (HYGV) as of Q2 2023, up from 62 in Q1 2023.
- Funds reported $1.01B of Northern Trust High Yield Value-Scored Bond ETF stock for Q2 2023, up 9% quarter-over-quarter.
- 22 funds opened new Northern Trust High Yield Value-Scored Bond ETF positions in Q2 2023 and 7 closed out, a net change of +15 holders.
- The largest Northern Trust High Yield Value-Scored Bond ETF buyer in Q2 2023 was Northern Trust, an estimated $76M added.
- The largest Northern Trust High Yield Value-Scored Bond ETF seller in Q2 2023 was Jane Street, an estimated $25.9M sold.
Based on aggregated 13F filings for Q2 2023.