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HYLD

High Yield ETF

Delisted

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.

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: 36 (+3)

21% more funds holding

Funds holding: 4352 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CS
1
Credit Suisse
Switzerland
$50.6M +$47.8M +913,870 +1,871%
WCM
2
Weatherstone Capital Management
Colorado
$30.9M +$30.7M +586,740 New
YMRC
3
Yorktown Management & Research Company
Virginia
$21M +$52.4K +1,000 +0.3%
Wells Fargo
4
Wells Fargo
California
$14.5M +$5.77M +110,236 +67%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.6M -$2.72M -51,927 -21%
Morgan Stanley
6
Morgan Stanley
New York
$9.84M +$3.41M +65,060 +53%
ACM
7
Ashford Capital Management
Delaware
$9.45M +$9.41M +179,707 New
HI
8
Horizon Investments
North Carolina
$8.85M +$8.81M +168,299 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.56M -$197K -3,765 -3%
AP
10
Advisors Preferred
Maryland
$5.48M +$3.1M +59,236 +132%
AGA
11
Accuvest Global Advisors
Utah
$5.37M -$6.27M -119,780 -54%
CIBC World Market
12
CIBC World Market
Ontario, Canada
$4.65M +$907K +17,326 +24%
PTCG
13
Pring Turner Capital Group
California
$4.58M -$34K -650 -0.7%
BCM
14
Bluefin Capital Management
New York
$4.2M +$738K +14,106 +22%
LPL Financial
15
LPL Financial
California
$3.57M +$1.2M +22,952 +51%
ACM
16
Aviance Capital Management
Florida
$3.52M +$3.5M +66,853 New
CWM
17
Concert Wealth Management
California
$2.98M +$102K +1,957 +4%
VFS
18
VSR Financial Services
Kansas
$2.68M +$2.66M +50,904 New
PSW
19
Portfolio Strategies (Washington)
Washington
$2.46M +$171K +3,263 +8%
QA
20
Quintium Advisors
Tennessee
$2.43M +$63.6K +1,215 +3%
B
21
Baird
Wisconsin
$2.06M +$180K +3,446 +10%
NPC
22
National Planning Corporation
California
$2M +$1.39M +26,528 +231%
BCI
23
Brinker Capital Investments
Pennsylvania
$1.8M +$346K +6,617 +24%
MFS
24
MSI Financial Services
Massachusetts
$1.51M +$206K +3,934 +16%
NL
25
NWAM LLC
Washington
$1.44M -$183K -3,493 -11%

HYLD Hedge Fund Activity: Q1 2014 in Review

52 of the 3,462 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.