Northern Trust High Yield Value-Scored Bond ETF
HYGV
97 hedge funds and large institutions have $1.25B invested in Northern Trust High Yield Value-Scored Bond ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 5 closing their positions.
400% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 5
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
26% more funds holding
Funds holding: 77 → 97 (+20)
21% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 28
13% more capital invested
Capital invested by funds: $1.1B → $1.25B (+$147M)
0.71% more ownership
Funds ownership: 87.7% → 88.41% (+0.71%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$61.6M |
| 2 |
KAM
Kensington Asset Management
Austin,
Texas
|
+$25.2M |
| 3 |
JFG
Jefferies Financial Group
New York
|
+$14.3M |
| 4 |
Jane Street
New York
|
+$4.06M |
| 5 |
HB
Horizon Bancorp
Michigan City,
Indiana
|
+$3.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
-$6.34M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.57M |
| 3 |
RW
REDW Wealth
Albuquerque,
New Mexico
|
-$2.29M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$1.28M |
| 5 |
CRI
Colonial River Investments
Midlothian,
Virginia
|
-$941K |
HYGV Hedge Fund Activity: Q4 2023 in Review
97 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Northern Trust High Yield Value-Scored Bond ETF (HYGV) for Q4 2023, worth a combined $1.25B — up 13% from $1.1B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new HYGV positions and 5 closed out — a net gain of 20 holders — while 34 added to existing stakes and 28 trimmed.
The largest buyer was Northern Trust, adding an estimated $61.6M. The largest seller was Ocean Park Asset Management, cutting an estimated $6.34M.
- 97 institutional investors held Northern Trust High Yield Value-Scored Bond ETF (HYGV) as of Q4 2023, up from 77 in Q3 2023.
- Funds reported $1.25B of Northern Trust High Yield Value-Scored Bond ETF stock for Q4 2023, up 13% quarter-over-quarter.
- 25 funds opened new Northern Trust High Yield Value-Scored Bond ETF positions in Q4 2023 and 5 closed out, a net change of +20 holders.
- The largest Northern Trust High Yield Value-Scored Bond ETF buyer in Q4 2023 was Northern Trust, an estimated $61.6M added.
- The largest Northern Trust High Yield Value-Scored Bond ETF seller in Q4 2023 was Ocean Park Asset Management, an estimated $6.34M sold.
Based on aggregated 13F filings for Q4 2023.