IQ S&P High Yield Low Volatility Bond ETF
HYLV
HYLV was delisted on the 31st of January, 2023.
30 hedge funds and large institutions have $85.5M invested in IQ S&P High Yield Low Volatility Bond ETF in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 4 closing their positions.
0% more funds holding
Funds holding: 30 → 30 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
4% less capital invested
Capital invested by funds: $89.5M → $85.5M (-$3.97M)
50% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
+$1.63M |
| 2 |
Jane Street
New York
|
+$1.27M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$67.1K |
| 4 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$49.5K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$33.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
-$1.79M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$1.25M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$498K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$389K |
| 5 |
SIA
Strategic Investment Advisors
Farmington Hills,
Michigan
|
-$362K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIM
26
Astor Investment Management
Chicago,
Illinois
| $20K | – | – | – |
|
|
FF
27
FourThought Financial
Venice,
Florida
| $19K | – | – | – |
|
|
WWMSC
28
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $6K | -$1.79M | -71,063 | -100% |
|
|
PFGIA
29
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $6K | – | – | – |
|
|
SS
30
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$1.25M | -49,325 | Closed |
|
|
RWM
31
RBA Wealth Management
Newport Beach,
California
| – | -$303K | -11,928 | Closed |
|
|
ASN
32
Advisory Services Network
Atlanta,
Georgia
| – | -$19K | -750 | Closed |
|
|
LAS
33
Lloyd Advisory Services
Suwanee,
Georgia
| – | -$1K | -44 | Closed |
|
34
Wells Fargo
San Francisco,
California
| – | +$25 | +1 | New |
|
HYLV Hedge Fund Activity: Q1 2021 in Review
30 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in IQ S&P High Yield Low Volatility Bond ETF (HYLV) for Q1 2021, worth a combined $85.5M — down 4.4% from $89.5M a quarter earlier.
Fund positioning in HYLV was balanced in Q1 2021: 4 funds opened new positions, 4 closed out, 6 added to existing stakes and 12 trimmed.
The largest buyer was New York Life Investment Management, adding an estimated $1.63M. The largest seller was Wagner Wealth Management (South Carolina), cutting an estimated $1.79M.
- 30 institutional investors held IQ S&P High Yield Low Volatility Bond ETF (HYLV) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $85.5M of IQ S&P High Yield Low Volatility Bond ETF stock for Q1 2021, down 4.4% quarter-over-quarter.
- 4 funds opened new IQ S&P High Yield Low Volatility Bond ETF positions in Q1 2021 and 4 closed out, a net change of 0 holders.
- The largest IQ S&P High Yield Low Volatility Bond ETF buyer in Q1 2021 was New York Life Investment Management, an estimated $1.63M added.
- The largest IQ S&P High Yield Low Volatility Bond ETF seller in Q1 2021 was Wagner Wealth Management (South Carolina), an estimated $1.79M sold.
Based on aggregated 13F filings for Q1 2021.