IQ S&P High Yield Low Volatility Bond ETF
HYLV
HYLV was delisted on the 31st of January, 2023.
13 hedge funds and large institutions have $156M invested in IQ S&P High Yield Low Volatility Bond ETF in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
49% more capital invested
Capital invested by funds: $104M → $156M (+$51.4M)
8% more funds holding
Funds holding: 12 → 13 (+1)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSL
Mackay Shields LLC
New York
|
+$101M |
| 2 |
Jane Street
New York
|
+$2.5M |
| 3 |
NYLIM
New York Life Investment Management
New York
|
+$864K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$57.8K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$50.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$107K |
| 2 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
-$6.12K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MSL
1
Mackay Shields LLC
New York
| $99.5M | +$101M | +4,052,107 | New |
|
|
NYLIM
2
New York Life Investment Management
New York
| $50.5M | +$864K | +34,756 | +2% |
|
|
3
Jane Street
New York
| $3.32M | +$2.5M | +100,670 | +290% |
|
4
LPL Financial
San Diego,
California
| $533K | +$9.02K | +363 | +2% |
|
|
5
Bank of America
Charlotte,
North Carolina
| $525K | +$50.3K | +2,023 | +10% |
|
|
RJA
6
Raymond James & Associates
St Petersburg,
Florida
| $399K | +$31.6K | +1,271 | +8% |
|
|
UWM
7
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $259K | -$6.12K | -246 | -2% |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $221K | – | – | – |
|
9
Morgan Stanley
New York
| $147K | +$6.56K | +264 | +5% |
|
|
10
Citigroup
New York
| $124K | -$107K | -4,296 | -46% |
|
|
11
UBS Group
Zurich,
Switzerland
| $57K | +$57.8K | +2,326 | New |
|
|
LWA
12
Lenox Wealth Advisors
New York
| $12K | – | – | – |
|
|
AIM
13
Advantage Investment Management
Cedar Rapids,
Iowa
| $3K | – | – | – |
|
HYLV Hedge Fund Activity: Q1 2018 in Review
13 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in IQ S&P High Yield Low Volatility Bond ETF (HYLV) for Q1 2018, worth a combined $156M — up 49% from $104M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new HYLV positions and 0 closed out — a net gain of 2 holders — while 6 added to existing stakes and 2 trimmed.
The largest buyer was Mackay Shields LLC, opening a new position worth an estimated $101M. The largest seller was Citigroup, cutting an estimated $107K.
- 13 institutional investors held IQ S&P High Yield Low Volatility Bond ETF (HYLV) as of Q1 2018, up from 12 in Q4 2017.
- Funds reported $156M of IQ S&P High Yield Low Volatility Bond ETF stock for Q1 2018, up 49% quarter-over-quarter.
- 2 funds opened new IQ S&P High Yield Low Volatility Bond ETF positions in Q1 2018 and 0 closed out, a net change of +2 holders.
- The largest IQ S&P High Yield Low Volatility Bond ETF buyer in Q1 2018 was Mackay Shields LLC, an estimated $101M added.
- The largest IQ S&P High Yield Low Volatility Bond ETF seller in Q1 2018 was Citigroup, an estimated $107K sold.
Based on aggregated 13F filings for Q1 2018.