Northern Trust High Yield Value-Scored Bond ETF
HYGV
92 hedge funds and large institutions have $1.27B invested in Northern Trust High Yield Value-Scored Bond ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 44 increasing their positions, 32 reducing their positions, and 7 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 32
5% more capital invested
Capital invested by funds: $1.21B → $1.27B (+$57.4M)
0% more funds holding
Funds holding: 92 → 92 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
0.88% less ownership
Funds ownership: 87.31% → 86.44% (-0.88%)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$20.5M |
| 2 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
+$2.29M |
| 3 |
HB
Horizon Bancorp
Michigan City,
Indiana
|
+$1.57M |
| 4 |
Morgan Stanley
New York
|
+$1.47M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$2.38M |
| 2 |
RW
REDW Wealth
Albuquerque,
New Mexico
|
-$2.2M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$2.17M |
| 4 |
JFG
Jefferies Financial Group
New York
|
-$2.02M |
| 5 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$1.43M |
HYGV Hedge Fund Activity: Q3 2024 in Review
92 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Northern Trust High Yield Value-Scored Bond ETF (HYGV) for Q3 2024, worth a combined $1.27B — up 4.7% from $1.21B a quarter earlier.
Fund positioning in HYGV was balanced in Q3 2024: 7 funds opened new positions, 7 closed out, 44 added to existing stakes and 32 trimmed.
The largest buyer was Northern Trust, adding an estimated $20.5M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $2.38M.
- 92 institutional investors held Northern Trust High Yield Value-Scored Bond ETF (HYGV) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $1.27B of Northern Trust High Yield Value-Scored Bond ETF stock for Q3 2024, up 4.7% quarter-over-quarter.
- 7 funds opened new Northern Trust High Yield Value-Scored Bond ETF positions in Q3 2024 and 7 closed out, a net change of 0 holders.
- The largest Northern Trust High Yield Value-Scored Bond ETF buyer in Q3 2024 was Northern Trust, an estimated $20.5M added.
- The largest Northern Trust High Yield Value-Scored Bond ETF seller in Q3 2024 was Envestnet Portfolio Solutions, an estimated $2.38M sold.
Based on aggregated 13F filings for Q3 2024.