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HYLV

IQ S&P High Yield Low Volatility Bond ETF

Delisted

HYLV was delisted on the 31st of January, 2023.

26 hedge funds and large institutions have $88.3M invested in IQ S&P High Yield Low Volatility Bond ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

30% more funds holding

Funds holding: 2026 (+6)

6% more capital invested

Capital invested by funds: $83.2M → $88.3M (+$5.13M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
26
Holders Change
+6
Holders Change %
+30%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
7
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
1
New York Life Investment Management
New York
$54.8M +$807K +32,323 +1%
Citadel Advisors
2
Citadel Advisors
Florida
$6.79M -$4.4M -176,344 -39%
Jane Street
3
Jane Street
New York
$4.45M -$300K -12,003 -6%
Morgan Stanley
4
Morgan Stanley
New York
$4.44M -$253K -10,143 -5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.38M +$4.42M +176,946 New
GM
6
GeoWealth Management
Illinois
$2.3M +$2.31M +92,614 New
Bank of America
7
Bank of America
North Carolina
$1.91M +$226K +9,053 +13%
AWM
8
AE Wealth Management
Kansas
$1.75M +$1.04M +41,594 +143%
SIA
9
Strategic Investment Advisors
Michigan
$1.45M +$1.46M +58,507 New
SS
10
Simplicity Solutions
Minnesota
$1.21M +$1.22M +48,682 New
RJA
11
Raymond James & Associates
Florida
$1.07M +$220K +8,826 +26%
ECA
12
Elevated Capital Advisors
Utah
$940K -$7.86K -315 -0.8%
TC
13
TAP Consulting
Missouri
$750K +$755K +30,259 New
Osaic Holdings
14
Osaic Holdings
Arizona
$554K +$529K +21,180 +1,759%
TFA
15
Teamwork Financial Advisors
Texas
$549K -$175K -7,000 -24%
LPL Financial
16
LPL Financial
California
$369K +$5.64K +226 +2%
RWM
17
RBA Wealth Management
California
$288K +$48.7K +1,951 +20%
GWM
18
Geneos Wealth Management
Colorado
$128K +$130K +5,208 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$114K
AssetMark Inc
20
AssetMark Inc
California
$48K +$48.7K +1,951 New
Citigroup
21
Citigroup
New York
$44K
AIM
22
Astor Investment Management
Illinois
$20K +$20.6K +824 New
ASN
23
Advisory Services Network
Georgia
$19K +$18.7K +750 New
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$6K
LAS
25
Lloyd Advisory Services
Georgia
$1K +$1.07K +43 New

HYLV Hedge Fund Activity: Q3 2020 in Review

26 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in IQ S&P High Yield Low Volatility Bond ETF (HYLV) for Q3 2020, worth a combined $88.3M — up 6.2% from $83.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HYLV positions and 5 closed out — a net gain of 6 holders — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $4.42M. The largest seller was Citadel Advisors, cutting an estimated $4.4M.

  • 26 institutional investors held IQ S&P High Yield Low Volatility Bond ETF (HYLV) as of Q3 2020, up from 20 in Q2 2020.
  • Funds reported $88.3M of IQ S&P High Yield Low Volatility Bond ETF stock for Q3 2020, up 6.2% quarter-over-quarter.
  • 11 funds opened new IQ S&P High Yield Low Volatility Bond ETF positions in Q3 2020 and 5 closed out, a net change of +6 holders.
  • The largest IQ S&P High Yield Low Volatility Bond ETF buyer in Q3 2020 was Envestnet Asset Management, an estimated $4.42M added.
  • The largest IQ S&P High Yield Low Volatility Bond ETF seller in Q3 2020 was Citadel Advisors, an estimated $4.4M sold.

Based on aggregated 13F filings for Q3 2020.