Northern Trust High Yield Value-Scored Bond ETF
HYGV
92 hedge funds and large institutions have $1.21B invested in Northern Trust High Yield Value-Scored Bond ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 27 reducing their positions, and 10 closing their positions.
52% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 27
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
2.81% more ownership
Funds ownership: 84.5% → 87.31% (+2.8%)
3% less capital invested
Capital invested by funds: $1.24B → $1.21B (-$33.6M)
1% less funds holding
Funds holding: 93 → 92 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$11.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.93M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.72M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.67M |
| 5 |
Jane Street
New York
|
+$1.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFG
Jefferies Financial Group
New York
|
-$15.2M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$9.1M |
| 3 |
KAM
Kensington Asset Management
Austin,
Texas
|
-$4.31M |
| 4 |
Morgan Stanley
New York
|
-$3.3M |
| 5 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
-$2.84M |
HYGV Hedge Fund Activity: Q2 2024 in Review
92 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Northern Trust High Yield Value-Scored Bond ETF (HYGV) for Q2 2024, worth a combined $1.21B — down 2.7% from $1.24B a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new HYGV positions and 10 closed out — a net gain of 1 holder — while 41 added to existing stakes and 27 trimmed.
The largest buyer was Envestnet Portfolio Solutions, adding an estimated $11.8M. The largest seller was Jefferies Financial Group, cutting an estimated $15.2M.
- 92 institutional investors held Northern Trust High Yield Value-Scored Bond ETF (HYGV) as of Q2 2024, down from 93 in Q1 2024.
- Funds reported $1.21B of Northern Trust High Yield Value-Scored Bond ETF stock for Q2 2024, down 2.7% quarter-over-quarter.
- 11 funds opened new Northern Trust High Yield Value-Scored Bond ETF positions in Q2 2024 and 10 closed out, a net change of +1 holder.
- The largest Northern Trust High Yield Value-Scored Bond ETF buyer in Q2 2024 was Envestnet Portfolio Solutions, an estimated $11.8M added.
- The largest Northern Trust High Yield Value-Scored Bond ETF seller in Q2 2024 was Jefferies Financial Group, an estimated $15.2M sold.
Based on aggregated 13F filings for Q2 2024.