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CP High Yield Trend ETF

12 hedge funds and large institutions have $68M invested in CP High Yield Trend ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

448% more capital invested

Capital invested by funds: $12.4M → $68M (+$55.6M)

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

50% more funds holding

Funds holding: 812 (+4)

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

38.83% more ownership

Funds ownership: 48.61%87.44% (+39%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
12
Holders Change
+4
Holders Change %
+50%
% of All Funds
0.16%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
3
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$60.7M +$61.4M +2,792,973 New
WEG
2
World Equity Group
Illinois
$1.8M +$524K +23,838 +40%
CMF
3
Counterpoint Mutual Funds
California
$1.65M -$5.8M -264,200 -78%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$991K +$111K +5,068 +12%
AI
5
Atria Investments
North Carolina
$899K -$375K -17,076 -29%
FHA
6
First Horizon Advisors
Tennessee
$744K +$132K +5,987 +21%
Jane Street
7
Jane Street
New York
$391K +$395K +18,002 New
Citadel Advisors
8
Citadel Advisors
Florida
$329K +$332K +15,136 New
Osaic Holdings
9
Osaic Holdings
Arizona
$306K +$310K +14,100 New
GRP
10
Global Retirement Partners
California
$185K +$187K +8,530 New
LC
11
Luminist Capital
Michigan
$37.4K +$37.8K +1,722 New
Morgan Stanley
12
Morgan Stanley
New York
$27 +$22 +1 New
GS
13
GTS Securities
New York
-$587K -26,459 Closed
JP Morgan Chase
14
JP Morgan Chase
New York
-$140K -6,321 Closed
UBS Group
15
UBS Group
Switzerland
-$1.22K -55 Closed

HYTR Hedge Fund Activity: Q4 2024 in Review

12 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in CP High Yield Trend ETF (HYTR) for Q4 2024, worth a combined $68M — up 448% from $12.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HYTR positions and 3 closed out — a net gain of 4 holders — while 3 added to existing stakes and 2 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $61.4M. The largest seller was Counterpoint Mutual Funds, cutting an estimated $5.8M.

  • 12 institutional investors held CP High Yield Trend ETF (HYTR) as of Q4 2024, up from 8 in Q3 2024.
  • Funds reported $68M of CP High Yield Trend ETF stock for Q4 2024, up 448% quarter-over-quarter.
  • 7 funds opened new CP High Yield Trend ETF positions in Q4 2024 and 3 closed out, a net change of +4 holders.
  • The largest CP High Yield Trend ETF buyer in Q4 2024 was LPL Financial, an estimated $61.4M added.
  • The largest CP High Yield Trend ETF seller in Q4 2024 was Counterpoint Mutual Funds, an estimated $5.8M sold.

Based on aggregated 13F filings for Q4 2024.