IQ S&P High Yield Low Volatility Bond ETF
HYLV
HYLV was delisted on the 31st of January, 2023.
28 hedge funds and large institutions have $19.9M invested in IQ S&P High Yield Low Volatility Bond ETF in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 0 closing their positions.
27% more funds holding
Funds holding: 22 → 28 (+6)
4% more capital invested
Capital invested by funds: $19.2M → $19.9M (+$723K)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.73M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.04M |
| 3 |
RWM
RBA Wealth Management
Newport Beach,
California
|
+$346K |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$263K |
| 5 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$203K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$1.14M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$568K |
| 3 |
TC
TAP Consulting
Kirkwood,
Missouri
|
-$363K |
| 4 |
Morgan Stanley
New York
|
-$358K |
| 5 |
LPWM
Lake Point Wealth Management
Rockwall,
Texas
|
-$58.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CP
26
Castleview Partners
Dallas,
Texas
| $8.07K | +$5.04M | +202,072 | New |
|
|
PFGIA
27
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $6K | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| – | +$25 | +1 | New |
|
HYLV Hedge Fund Activity: Q4 2021 in Review
28 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in IQ S&P High Yield Low Volatility Bond ETF (HYLV) for Q4 2021, worth a combined $19.9M — up 3.8% from $19.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new HYLV positions and 0 closed out — a net gain of 8 holders — while 7 added to existing stakes and 9 trimmed.
The largest buyer was Jane Street, adding an estimated $1.73M. The largest seller was GeoWealth Management, cutting an estimated $1.14M.
- 28 institutional investors held IQ S&P High Yield Low Volatility Bond ETF (HYLV) as of Q4 2021, up from 22 in Q3 2021.
- Funds reported $19.9M of IQ S&P High Yield Low Volatility Bond ETF stock for Q4 2021, up 3.8% quarter-over-quarter.
- 8 funds opened new IQ S&P High Yield Low Volatility Bond ETF positions in Q4 2021 and 0 closed out, a net change of +8 holders.
- The largest IQ S&P High Yield Low Volatility Bond ETF buyer in Q4 2021 was Jane Street, an estimated $1.73M added.
- The largest IQ S&P High Yield Low Volatility Bond ETF seller in Q4 2021 was GeoWealth Management, an estimated $1.14M sold.
Based on aggregated 13F filings for Q4 2021.