We are live on ! Find out more
HYLD

High Yield ETF

Delisted

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

36 hedge funds and large institutions have $40.6M invested in High Yield ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

33% more capital invested

Capital invested by funds: $30.6M → $40.6M (+$9.99M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

3% less call options, than puts

Call options by funds: $220K | Put options by funds: $227K

3% less funds holding

Funds holding: 3736 (-1)

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
9
Reduced
6
Closed
8
Calls
$220K
Puts
$227K
Net Calls
-$7K
Net Calls Change
+$671K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$16.3M +$4.45M +120,465 +37%
Morgan Stanley
2
Morgan Stanley
New York
$5.47M +$1.35M +36,661 +33%
Stifel Financial
3
Stifel Financial
Missouri
$4.24M +$4.26M +115,474 New
MFS
4
Madrona Financial Services
Washington
$2.67M -$42.5K -1,152 -2%
FIM
5
Freedom Investment Management
Connecticut
$2.07M +$2.09M +56,600 New
JP Morgan Chase
6
JP Morgan Chase
New York
$1.76M -$923 -25 -0.1%
LPL Financial
7
LPL Financial
California
$1.5M -$172K -4,658 -10%
VF
8
Virtu Financial
New York
$990K +$998K +27,050 New
CWM
9
Cornerstone Wealth Management
Missouri
$917K +$1.24M +33,498 New
AT
10
Arden Trust
Delaware
$849K
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$721K -$802K -21,744 -52%
AG
12
Advisor Group
Arizona
$450K +$327K +8,862 +259%
BCM
13
Bluefin Capital Management
New York
$391K +$394K +10,675 New
KM
14
Kalos Management
Georgia
$375K +$374K +10,127 New
CAN
15
Cetera Advisor Networks
California
$316K +$8.34K +226 +3%
AFP
16
Ausdal Financial Partners
Iowa
$305K +$14.8K +400 +5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$277K -$2.55K -69 -0.9%
PAS
18
Partnervest Advisory Services
California
$271K +$273K +7,406 New
WS
19
Wedbush Securities
California
$205K
LFG
20
LifePlan Financial Group
Ohio
$121K
FGAM
21
Financial Gravity Asset Management
Texas
$117K +$27.3K +739 +30%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$71K +$31.4K +851 +77%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$56K
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$45K
UBS Group
25
UBS Group
Switzerland
$38K +$30.5K +827 +414%

HYLD Hedge Fund Activity: Q2 2018 in Review

36 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in High Yield ETF (HYLD) for Q2 2018, worth a combined $40.6M — up 33% from $30.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HYLD positions and 8 closed out — a net gain of 1 holder — while 9 added to existing stakes and 6 trimmed.

The largest buyer was Wells Fargo, adding an estimated $4.45M. The largest seller was Peak Asset Management, exiting entirely with an estimated $1.81M sold.

  • 36 institutional investors held High Yield ETF (HYLD) as of Q2 2018, down from 37 in Q1 2018.
  • Funds reported $40.6M of High Yield ETF stock for Q2 2018, up 33% quarter-over-quarter.
  • 9 funds opened new High Yield ETF positions in Q2 2018 and 8 closed out, a net change of +1 holder.
  • The largest High Yield ETF buyer in Q2 2018 was Wells Fargo, an estimated $4.45M added.
  • The largest High Yield ETF seller in Q2 2018 was Peak Asset Management, an estimated $1.81M sold.

Based on aggregated 13F filings for Q2 2018.