Northern Trust High Yield Value-Scored Bond ETF
HYGV
93 hedge funds and large institutions have $1.24B invested in Northern Trust High Yield Value-Scored Bond ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 22 reducing their positions, and 15 closing their positions.
105% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 22
1% less capital invested
Capital invested by funds: $1.25B → $1.24B (-$6.66M)
3.91% less ownership
Funds ownership: 88.41% → 84.5% (-3.9%)
4% less funds holding
Funds holding: 97 → 93 (-4)
20% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 15
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.92M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$4.04M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$3.49M |
| 4 |
JFG
Jefferies Financial Group
New York
|
+$2.65M |
| 5 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$2.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$27M |
| 2 |
Jane Street
New York
|
-$4.76M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3.12M |
| 4 |
RW
REDW Wealth
Albuquerque,
New Mexico
|
-$1.91M |
| 5 |
CRI
Colonial River Investments
Midlothian,
Virginia
|
-$879K |
HYGV Hedge Fund Activity: Q1 2024 in Review
93 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Northern Trust High Yield Value-Scored Bond ETF (HYGV) for Q1 2024, worth a combined $1.24B — down 0.53% from $1.25B a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of HYGV and 12 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 45 added.
The largest buyer was Morgan Stanley, adding an estimated $6.92M. The largest seller was Northern Trust, cutting an estimated $27M.
- 93 institutional investors held Northern Trust High Yield Value-Scored Bond ETF (HYGV) as of Q1 2024, down from 97 in Q4 2023.
- Funds reported $1.24B of Northern Trust High Yield Value-Scored Bond ETF stock for Q1 2024, down 0.53% quarter-over-quarter.
- 12 funds opened new Northern Trust High Yield Value-Scored Bond ETF positions in Q1 2024 and 15 closed out, a net change of -3 holders.
- The largest Northern Trust High Yield Value-Scored Bond ETF buyer in Q1 2024 was Morgan Stanley, an estimated $6.92M added.
- The largest Northern Trust High Yield Value-Scored Bond ETF seller in Q1 2024 was Northern Trust, an estimated $27M sold.
Based on aggregated 13F filings for Q1 2024.