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HYLD

High Yield ETF

Delisted

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

39 hedge funds and large institutions have $45M invested in High Yield ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

11% more capital invested

Capital invested by funds: $40.6M → $45M (+$4.43M)

8% more funds holding

Funds holding: 3639 (+3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $227K

Holders
39
Holders Change
+3
Holders Change %
+8.33%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
10
Reduced
7
Closed
8
Calls
Puts
$227K
Net Calls
-$227K
Net Calls Change
-$220K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$16.7M +$368K +10,025 +2%
Morgan Stanley
2
Morgan Stanley
New York
$8.57M +$3.1M +84,494 +57%
Stifel Financial
3
Stifel Financial
Missouri
$4.3M +$59.1K +1,611 +1%
MFS
4
Madrona Financial Services
Washington
$2.71M +$36.9K +1,006 +1%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.76M -$9.18K -250 -0.5%
PAS
6
Partnervest Advisory Services
California
$1.74M +$1.47M +40,107 +542%
NL
7
NWAM LLC
Washington
$1.49M +$1.49M +40,719 New
LPL Financial
8
LPL Financial
California
$1.46M -$39.8K -1,084 -3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.13M +$1.14M +30,929 New
AT
10
Arden Trust
Delaware
$818K -$31.5K -859 -4%
CAN
11
Cetera Advisor Networks
California
$765K +$448K +12,216 +141%
SPC
12
Sigma Planning Corp
Michigan
$507K +$507K +13,823 New
KM
13
Kalos Management
Georgia
$357K -$17.7K -482 -5%
AFP
14
Ausdal Financial Partners
Iowa
$309K +$3.67K +100 +1%
AG
15
Advisor Group
Arizona
$302K -$148K -4,040 -33%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$277K
CAC
17
Certified Advisory Corp
Florida
$261K +$261K +7,117 New
BCM
18
Bluefin Capital Management
New York
$230K -$161K -4,399 -41%
MOS
19
MGO One Seven
Ohio
$211K +$212K +5,783 New
WS
20
Wedbush Securities
California
$205K
HFS
21
HL Financial Services
Kentucky
$200K +$200K +5,450 New
LFG
22
LifePlan Financial Group
Ohio
$122K
FGAM
23
Financial Gravity Asset Management
Texas
$120K +$6.02K +164 +5%
PCM
24
Price Capital Management
Louisiana
$117K +$117K +3,200 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$89K +$34K +925 +61%

HYLD Hedge Fund Activity: Q3 2018 in Review

39 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in High Yield ETF (HYLD) for Q3 2018, worth a combined $45M — up 11% from $40.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HYLD positions and 8 closed out — a net gain of 3 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.1M. The largest seller was Freedom Investment Management, exiting entirely with an estimated $2.07M sold.

  • 39 institutional investors held High Yield ETF (HYLD) as of Q3 2018, up from 36 in Q2 2018.
  • Funds reported $45M of High Yield ETF stock for Q3 2018, up 11% quarter-over-quarter.
  • 11 funds opened new High Yield ETF positions in Q3 2018 and 8 closed out, a net change of +3 holders.
  • The largest High Yield ETF buyer in Q3 2018 was Morgan Stanley, an estimated $3.1M added.
  • The largest High Yield ETF seller in Q3 2018 was Freedom Investment Management, an estimated $2.07M sold.

Based on aggregated 13F filings for Q3 2018.