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HYLV

IQ S&P High Yield Low Volatility Bond ETF

Delisted

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.

New
Increased
Maintained
Reduced
Closed

27% more funds holding

Funds holding: 2228 (+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

Holders
28
Holders Change
+6
Holders Change %
+27.27%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
9
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$3.86M +$1.73M +69,535 +82%
Morgan Stanley
2
Morgan Stanley
New York
$3.52M -$358K -14,337 -9%
Citadel Advisors
3
Citadel Advisors
Florida
$1.56M +$151K +6,054 +11%
Bank of America
4
Bank of America
North Carolina
$1.48M -$568K -22,763 -28%
RJA
5
Raymond James & Associates
Florida
$1.19M +$2K +80 +0.2%
VWA
6
V Wealth Advisors
Kansas
$1.17M -$19.3K -774 -2%
AWM
7
AE Wealth Management
Kansas
$1.05M +$1.04M +41,783 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$937K -$7.71K -309 -0.8%
GM
9
GeoWealth Management
Illinois
$889K -$1.14M -45,724 -56%
TC
10
TAP Consulting
Missouri
$656K -$363K -14,555 -36%
Osaic Holdings
11
Osaic Holdings
Arizona
$533K -$29.7K -1,191 -5%
LPWM
12
Lake Point Wealth Management
Texas
$514K -$58.6K -2,351 -10%
WI
13
WBI Investments
New Jersey
$508K +$203K +8,122 +65%
RWM
14
RBA Wealth Management
California
$348K +$346K +13,880 New
AAS
15
Ameritas Advisory Services
Nebraska
$337K +$336K +13,461 New
CWM
16
Cornerstone Wealth Management
Missouri
$265K +$263K +10,556 New
CTFG
17
Capstone Triton Financial Group
Oklahoma
$252K +$4.84K +194 +2%
FTUS
18
Flow Traders U.S.
New York
$200K +$199K +7,998 New
WWMSC
19
Wagner Wealth Management (South Carolina)
South Carolina
$169K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$165K
GWM
21
Geneos Wealth Management
Colorado
$150K -$4.09K -164 -3%
ZIG
22
Zullo Investment Group
Pennsylvania
$50K +$49.9K +2,000 New
FHA
23
First Horizon Advisors
Tennessee
$31K +$5.96K +239 +23%
AIM
24
Astor Investment Management
Illinois
$23K
AssetMark Inc
25
AssetMark Inc
California
$18K +$3.14K +126 +21%

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.