IQ S&P High Yield Low Volatility Bond ETF
HYLV
HYLV was delisted on the 31st of January, 2023.
12 hedge funds and large institutions have $104M invested in IQ S&P High Yield Low Volatility Bond ETF in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
33% more funds holding
Funds holding: 9 → 12 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less capital invested
Capital invested by funds: $105M → $104M (-$1.02M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
+$647K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$479K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$228K |
| 4 |
LPL Financial
San Diego,
California
|
+$65.1K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$38.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.01M |
| 2 |
VF
Virtu Financial
New York
|
-$467K |
| 3 |
Morgan Stanley
New York
|
-$12.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NYLIM
1
New York Life Investment Management
New York
| $50.9M | +$647K | +25,550 | +1% |
|
|
NYLIC
2
New York Life Insurance Company
New York
| $50.1M | – | – | – |
|
|
3
Jane Street
New York
| $873K | -$1.01M | -39,722 | -53% |
|
|
4
LPL Financial
San Diego,
California
| $537K | +$65.1K | +2,571 | +14% |
|
|
5
Bank of America
Charlotte,
North Carolina
| $487K | +$479K | +18,920 | +4,204% |
|
|
RJA
6
Raymond James & Associates
St Petersburg,
Florida
| $376K | +$38.3K | +1,513 | +11% |
|
|
UWM
7
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $272K | +$273K | +10,801 | New |
|
8
Citigroup
New York
| $236K | +$38.1K | +1,504 | +19% |
|
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $226K | +$228K | +9,000 | New |
|
|
10
Morgan Stanley
New York
| $144K | -$12.7K | -500 | -8% |
|
|
LWA
11
Lenox Wealth Advisors
New York
| $13K | +$12.7K | +500 | New |
|
|
AIM
12
Advantage Investment Management
Cedar Rapids,
Iowa
| $3K | +$2.63K | +104 | New |
|
|
VF
13
Virtu Financial
New York
| – | -$467K | -18,321 | Closed |
|
HYLV Hedge Fund Activity: Q4 2017 in Review
12 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in IQ S&P High Yield Low Volatility Bond ETF (HYLV) for Q4 2017, worth a combined $104M — down 0.97% from $105M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new HYLV positions and 1 closed out — a net gain of 3 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was New York Life Investment Management, adding an estimated $647K. The largest seller was Jane Street, cutting an estimated $1.01M.
- 12 institutional investors held IQ S&P High Yield Low Volatility Bond ETF (HYLV) as of Q4 2017, up from 9 in Q3 2017.
- Funds reported $104M of IQ S&P High Yield Low Volatility Bond ETF stock for Q4 2017, down 0.97% quarter-over-quarter.
- 4 funds opened new IQ S&P High Yield Low Volatility Bond ETF positions in Q4 2017 and 1 closed out, a net change of +3 holders.
- The largest IQ S&P High Yield Low Volatility Bond ETF buyer in Q4 2017 was New York Life Investment Management, an estimated $647K added.
- The largest IQ S&P High Yield Low Volatility Bond ETF seller in Q4 2017 was Jane Street, an estimated $1.01M sold.
Based on aggregated 13F filings for Q4 2017.