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HYLD

High Yield ETF

Delisted

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

41 hedge funds and large institutions have $52M invested in High Yield ETF in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

15% more capital invested

Capital invested by funds: $45M → $52M (+$6.96M)

5% more funds holding

Funds holding: 3941 (+2)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
10
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.4M +$6.87M +193,875 +83%
Wells Fargo
2
Wells Fargo
California
$11.1M -$4.5M -126,963 -28%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$6.22M +$5.45M +153,785 +497%
Stifel Financial
4
Stifel Financial
Missouri
$3.3M -$671K -18,935 -16%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.65M +$2.79M +78,735 New
Jane Street
6
Jane Street
New York
$2.41M +$2.53M +71,537 New
PAM
7
Peak Asset Management
Colorado
$1.52M +$1.6M +45,057 New
PAS
8
Partnervest Advisory Services
California
$1.47M -$138K -3,904 -8%
LPL Financial
9
LPL Financial
California
$1.38M +$40.9K +1,155 +3%
NL
10
NWAM LLC
Washington
$1.34M -$34.3K -968 -2%
BCM
11
Bluefin Capital Management
New York
$1.33M +$1.18M +33,356 +531%
CAC
12
Certified Advisory Corp
Florida
$847K +$639K +18,035 +253%
CAN
13
Cetera Advisor Networks
California
$748K +$45.4K +1,281 +6%
AT
14
Arden Trust
Delaware
$692K -$63K -1,780 -8%
SPC
15
Sigma Planning Corp
Michigan
$506K +$43.3K +1,222 +9%
AFP
16
Ausdal Financial Partners
Iowa
$292K +$8.85K +250 +3%
KM
17
Kalos Management
Georgia
$277K -$49.2K -1,388 -14%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$254K
HFS
19
HL Financial Services
Kentucky
$224K +$42.5K +1,200 +22%
AG
20
Advisor Group
Arizona
$209K -$71.8K -2,027 -25%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$207K +$218K +6,143 New
MOS
22
MGO One Seven
Ohio
$186K -$8.5K -240 -4%
FNBOSM
23
First National Bank of South Miami
Florida
$150K +$155K +4,378 New
LFG
24
LifePlan Financial Group
Ohio
$84K -$28.8K -813 -24%
UBS Group
25
UBS Group
Switzerland
$84K +$20.5K +579 +30%

HYLD Hedge Fund Activity: Q4 2018 in Review

41 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in High Yield ETF (HYLD) for Q4 2018, worth a combined $52M — up 15% from $45M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HYLD positions and 7 closed out — a net gain of 3 holders — while 10 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.87M. The largest seller was Wells Fargo, cutting an estimated $4.5M.

  • 41 institutional investors held High Yield ETF (HYLD) as of Q4 2018, up from 39 in Q3 2018.
  • Funds reported $52M of High Yield ETF stock for Q4 2018, up 15% quarter-over-quarter.
  • 10 funds opened new High Yield ETF positions in Q4 2018 and 7 closed out, a net change of +3 holders.
  • The largest High Yield ETF buyer in Q4 2018 was Morgan Stanley, an estimated $6.87M added.
  • The largest High Yield ETF seller in Q4 2018 was Wells Fargo, an estimated $4.5M sold.

Based on aggregated 13F filings for Q4 2018.