IQ S&P High Yield Low Volatility Bond ETF
HYLV
HYLV was delisted on the 31st of January, 2023.
25 hedge funds and large institutions have $19M invested in IQ S&P High Yield Low Volatility Bond ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 8 closing their positions.
17% less funds holding
Funds holding: 30 → 25 (-5)
27% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 11
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
78% less capital invested
Capital invested by funds: $85.5M → $19M (-$66.5M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
+$1.08M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$336K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$169K |
| 4 |
Morgan Stanley
New York
|
+$101K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$54.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
-$57.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.68M |
| 3 |
Jane Street
New York
|
-$1.96M |
| 4 |
CWM
Centric Wealth Management
Chicago,
Illinois
|
-$1.36M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWM
26
Centric Wealth Management
Chicago,
Illinois
| – | -$1.36M | -54,719 | Closed |
|
|
AWM
27
AE Wealth Management
Topeka,
Kansas
| – | -$1.12M | -44,902 | Closed |
|
|
CWA
28
Centennial Wealth Advisory
Traverse City,
Michigan
| – | -$1.09M | -43,765 | Closed |
|
|
SIA
29
Strategic Investment Advisors
Farmington Hills,
Michigan
| – | -$490K | -19,643 | Closed |
|
|
AIC
30
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$49.1K | -1,968 | Closed |
|
31
UBS Group
Zurich,
Switzerland
| – | -$33K | -1,327 | Closed |
|
|
FF
32
FourThought Financial
Venice,
Florida
| – | -$19K | -800 | Closed |
|
HYLV Hedge Fund Activity: Q2 2021 in Review
25 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in IQ S&P High Yield Low Volatility Bond ETF (HYLV) for Q2 2021, worth a combined $19M — down 78% from $85.5M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of HYLV and 4 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 8 added.
The largest buyer was Wagner Wealth Management (South Carolina), adding an estimated $1.08M. The largest seller was New York Life Investment Management, exiting entirely with an estimated $57.6M sold.
- 25 institutional investors held IQ S&P High Yield Low Volatility Bond ETF (HYLV) as of Q2 2021, down from 30 in Q1 2021.
- Funds reported $19M of IQ S&P High Yield Low Volatility Bond ETF stock for Q2 2021, down 78% quarter-over-quarter.
- 4 funds opened new IQ S&P High Yield Low Volatility Bond ETF positions in Q2 2021 and 8 closed out, a net change of -4 holders.
- The largest IQ S&P High Yield Low Volatility Bond ETF buyer in Q2 2021 was Wagner Wealth Management (South Carolina), an estimated $1.08M added.
- The largest IQ S&P High Yield Low Volatility Bond ETF seller in Q2 2021 was New York Life Investment Management, an estimated $57.6M sold.
Based on aggregated 13F filings for Q2 2021.