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HYLD

High Yield ETF
HYLD

Delisted

HYLD was delisted on the 25th of August, 2023.

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52 hedge funds and large institutions have $223M invested in High Yield ETF in 2014 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

440% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 5

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

102% more capital invested

Capital invested by funds: $110M → $223M (+$113M)

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

21% more funds holding

Funds holding: 43 → 52 (+9)

Holders
52
Holders Change
+9
Holders Change %
+20.93%
% of All Funds
1.5%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
16
Increased
27
Reduced
5
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
+$47.8M
2
WCM
Weatherstone Capital Management
Colorado
+$30.7M
3
ACM
Ashford Capital Management
Delaware
+$9.41M
4
HI
Horizon Investments
North Carolina
+$8.81M
5
Wells Fargo
Wells Fargo
California
+$5.77M

Top Sellers

Rank Fund Capital Flow
1
AGA
Accuvest Global Advisors
Utah
-$6.27M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$3.59M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.72M
4
HCMT
Highland Capital Management (Texas)
Texas
-$1.26M
5
MM
Main Management
California
-$993K
Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
26
Hillsdale Investment Management
Ontario, Canada
$1.13M +$68.1K +1,300 +6%
AR
27
Advisory Research
Illinois
$1.09M +$827K +15,793 +325%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.01M +$472K +9,008 +88%
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$842K – – –
AIG
30
American International Group
New York
$779K +$279K +5,328 +56%
PI
31
Placemark Investments
Illinois
$661K +$165K +3,144 +33%
GI
32
Gradient Investments
Minnesota
$605K +$266K +5,078 +79%
WS
33
Wedbush Securities
California
$604K +$269K +5,133 +81%
VKH
34
Virtu KCG Holdings
New York
$497K +$494K +9,445 New
VIA
35
Virtus Investment Advisers
Connecticut
$483K +$481K +9,191 New
FAAS
36
First Allied Advisory Services
California
$462K +$450K +8,603 New
AT
37
Arden Trust
Delaware
$411K +$49.3K +942 +14%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$399K +$117K +2,231 +42%
HFS
39
HL Financial Services
Kentucky
$389K +$387K +7,400 New
SMC
40
Smith, Moore & Co
Missouri
$343K – – –
CA
41
Cetera Advisors
Colorado
$333K +$331K +6,320 New
HH
42
Hilltop Holdings
Texas
$313K +$104K +1,983 +50%
Citigroup
43
Citigroup
New York
$112K +$111K +2,129 New
U
44
UBS
Switzerland
$86K +$17K +324 +25%
NES
45
New England Securities
New York
$68K +$67.4K +1,288 New
BRWM
46
B. Riley Wealth Management
Tennessee
$45K +$44.5K +850 New
PTC
47
Private Trust Company
Ohio
$42K – – –
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$32K +$31.4K +600 New
Bank of America
49
Bank of America
North Carolina
$18K +$17.8K +340 New
QAM
50
QCI Asset Management
New York
$11K – – –
1
2
3

HYLD Hedge Fund Activity: Q1 2014 in Review

52 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in High Yield ETF (HYLD) for Q1 2014, worth a combined $223M — up 102% from $110M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HYLD positions and 7 closed out — a net gain of 9 holders — while 27 added to existing stakes and 5 trimmed.

The largest buyer was Credit Suisse, adding an estimated $47.8M. The largest seller was Accuvest Global Advisors, cutting an estimated $6.27M.

  • 52 institutional investors held High Yield ETF (HYLD) as of Q1 2014, up from 43 in Q4 2013.
  • Funds reported $223M of High Yield ETF stock for Q1 2014, up 102% quarter-over-quarter.
  • 16 funds opened new High Yield ETF positions in Q1 2014 and 7 closed out, a net change of +9 holders.
  • The largest High Yield ETF buyer in Q1 2014 was Credit Suisse, an estimated $47.8M added.
  • The largest High Yield ETF seller in Q1 2014 was Accuvest Global Advisors, an estimated $6.27M sold.

Based on aggregated 13F filings for Q1 2014.