We are live on ! Find out more
HYLV

IQ S&P High Yield Low Volatility Bond ETF

Delisted

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

30 hedge funds and large institutions have $85.5M invested in IQ S&P High Yield Low Volatility Bond ETF in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3030 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

4% less capital invested

Capital invested by funds: $89.5M → $85.5M (-$3.97M)

50% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 12

Holders
30
Holders Change
Holders Change %
0%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
6
Reduced
12
Closed
4
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
$57.6M +$1.63M +64,745 +3%
Citadel Advisors
2
Citadel Advisors
Florida
$6.18M -$256K -10,182 -4%
Morgan Stanley
3
Morgan Stanley
New York
$4.22M -$60.1K -2,390 -1%
Jane Street
4
Jane Street
New York
$2.28M +$1.27M +50,291 +122%
GM
5
GeoWealth Management
Illinois
$2.25M -$120K -4,768 -5%
Bank of America
6
Bank of America
North Carolina
$1.94M -$389K -15,466 -17%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.4M -$498K -19,777 -26%
CWM
8
Centric Wealth Management
Illinois
$1.36M +$1.53K +61 +0.1%
RJA
9
Raymond James & Associates
Florida
$1.16M +$67.1K +2,666 +6%
TC
10
TAP Consulting
Missouri
$1.16M -$36K -1,432 -3%
AWM
11
AE Wealth Management
Kansas
$1.12M -$150K -5,945 -12%
CWA
12
Centennial Wealth Advisory
Michigan
$1.09M -$147K -5,827 -12%
ECA
13
Elevated Capital Advisors
Utah
$952K -$37.6K -1,496 -4%
Osaic Holdings
14
Osaic Holdings
Arizona
$567K +$31.3K +1,242 +6%
LPL Financial
15
LPL Financial
California
$524K +$7.27K +289 +1%
SIA
16
Strategic Investment Advisors
Michigan
$490K -$362K -14,389 -42%
FTUS
17
Flow Traders U.S.
New York
$338K
CTFG
18
Capstone Triton Financial Group
Oklahoma
$252K
GWM
19
Geneos Wealth Management
Colorado
$158K -$1.36K -54 -0.8%
Citigroup
20
Citigroup
New York
$131K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$114K
AIC
22
Ameritas Investment Company
Nebraska
$49.1K +$49.5K +1,968 New
UBS Group
23
UBS Group
Switzerland
$33K +$33.4K +1,327 New
AssetMark Inc
24
AssetMark Inc
California
$28K
FHA
25
First Horizon Advisors
Tennessee
$25K +$25.9K +1,031 New

HYLV Hedge Fund Activity: Q1 2021 in Review

30 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in IQ S&P High Yield Low Volatility Bond ETF (HYLV) for Q1 2021, worth a combined $85.5M — down 4.4% from $89.5M a quarter earlier.

Fund positioning in HYLV was balanced in Q1 2021: 4 funds opened new positions, 4 closed out, 6 added to existing stakes and 12 trimmed.

The largest buyer was New York Life Investment Management, adding an estimated $1.63M. The largest seller was Wagner Wealth Management (South Carolina), cutting an estimated $1.79M.

  • 30 institutional investors held IQ S&P High Yield Low Volatility Bond ETF (HYLV) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $85.5M of IQ S&P High Yield Low Volatility Bond ETF stock for Q1 2021, down 4.4% quarter-over-quarter.
  • 4 funds opened new IQ S&P High Yield Low Volatility Bond ETF positions in Q1 2021 and 4 closed out, a net change of 0 holders.
  • The largest IQ S&P High Yield Low Volatility Bond ETF buyer in Q1 2021 was New York Life Investment Management, an estimated $1.63M added.
  • The largest IQ S&P High Yield Low Volatility Bond ETF seller in Q1 2021 was Wagner Wealth Management (South Carolina), an estimated $1.79M sold.

Based on aggregated 13F filings for Q1 2021.