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HYLD

High Yield ETF

Delisted

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

37 hedge funds and large institutions have $30.6M invested in High Yield ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $24M → $30.6M (+$6.62M)

0% more funds holding

Funds holding: 3737 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $678K

Holders
37
Holders Change
Holders Change %
0%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
8
Reduced
10
Closed
7
Calls
Puts
$678K
Net Calls
-$678K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$11.9M +$10.8M +295,680 +1,008%
Morgan Stanley
2
Morgan Stanley
New York
$4.13M -$48.2K -1,318 -1%
MFS
3
Madrona Financial Services
Washington
$2.71M -$1.41M -38,451 -34%
PAM
4
Peak Asset Management
Colorado
$1.81M +$7.03K +192 +0.4%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.77M +$616K +16,840 +54%
LPL Financial
6
LPL Financial
California
$1.67M +$18.5K +505 +1%
NL
7
NWAM LLC
Washington
$1.56M -$41.1K -1,124 -3%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.52M -$694K -18,956 -31%
AT
9
Arden Trust
Delaware
$850K +$4.98K +136 +0.6%
SPC
10
Sigma Planning Corp
Michigan
$420K -$6.51K -178 -2%
CAN
11
Cetera Advisor Networks
California
$308K +$40.9K +1,117 +15%
AFP
12
Ausdal Financial Partners
Iowa
$291K
Bank of New York Mellon
13
Bank of New York Mellon
New York
$280K -$116K -3,173 -29%
MOS
14
MGO One Seven
Ohio
$217K
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$210K
WS
16
Wedbush Securities
California
$205K -$15.2K -415 -7%
AG
17
Advisor Group
Arizona
$126K -$36.4K -996 -23%
LFG
18
LifePlan Financial Group
Ohio
$122K +$121K +3,320 New
FGAM
19
Financial Gravity Asset Management
Texas
$90K +$89.3K +2,441 New
FGC
20
Financial Gravity Companies
Texas
$90K +$89.3K +2,441 New
SWP
21
Stratos Wealth Partners
Ohio
$89K
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$56K -$32.9K -899 -37%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$45K -$18.3K -500 -29%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$41K +$13.5K +369 +50%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$26K +$146 +4 +0.6%

HYLD Hedge Fund Activity: Q1 2018 in Review

37 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in High Yield ETF (HYLD) for Q1 2018, worth a combined $30.6M — up 28% from $24M a quarter earlier.

Fund positioning in HYLD was balanced in Q1 2018: 7 funds opened new positions, 7 closed out, 8 added to existing stakes and 10 trimmed.

The largest buyer was Wells Fargo, adding an estimated $10.8M. The largest seller was Madrona Financial Services, cutting an estimated $1.41M.

  • 37 institutional investors held High Yield ETF (HYLD) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $30.6M of High Yield ETF stock for Q1 2018, up 28% quarter-over-quarter.
  • 7 funds opened new High Yield ETF positions in Q1 2018 and 7 closed out, a net change of 0 holders.
  • The largest High Yield ETF buyer in Q1 2018 was Wells Fargo, an estimated $10.8M added.
  • The largest High Yield ETF seller in Q1 2018 was Madrona Financial Services, an estimated $1.41M sold.

Based on aggregated 13F filings for Q1 2018.