High Yield ETF
HYLD
HYLD was delisted on the 25th of August, 2023.
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$47.8M |
| 2 |
WCM
Weatherstone Capital Management
Denver,
Colorado
|
+$30.7M |
| 3 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
+$9.41M |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$8.81M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$5.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
-$6.27M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$3.59M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.72M |
| 4 |
HCMT
Highland Capital Management (Texas)
Dallas,
Texas
|
-$1.26M |
| 5 |
MM
Main Management
San Francisco,
California
|
-$993K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAS
51
Partnervest Advisory Services
Santa Barbara,
California
| $11K | +$5.71K | +109 | +103% |
|
|
RIA
52
Regal Investment Advisors
Kentwood,
Michigan
| $3K | +$3.25K | +62 | New |
|
|
CCMG
53
Clark Capital Management Group
Philadelphia,
Pennsylvania
| – | -$3.59M | -69,434 | Closed |
|
|
HCMT
54
Highland Capital Management (Texas)
Dallas,
Texas
| – | -$1.26M | -24,443 | Closed |
|
|
MM
55
Main Management
San Francisco,
California
| – | -$993K | -19,200 | Closed |
|
|
TFA
56
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$136K | -2,615 | Closed |
|
57
Creative Planning
Overland Park,
Kansas
| – | -$81K | -1,565 | Closed |
|
|
OIA
58
Optimum Investment Advisors
Chicago,
Illinois
| – | -$10K | -200 | Closed |
|
59
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$3K | -61 | Closed |
|
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.