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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
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
Shares
Change %
LPL Financial
1
LPL Financial
California
$60.7M +$60.7M +2,792,973 New
WEG
2
World Equity Group
Illinois
$1.8M +$518K +23,838 +40%
CMF
3
Counterpoint Mutual Funds
California
$1.65M -$5.74M -264,200 -78%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$991K +$110K +5,068 +12%
AI
5
Atria Investments
North Carolina
$899K -$371K -17,076 -29%
FHA
6
First Horizon Advisors
Tennessee
$744K +$130K +5,987 +21%
Jane Street
7
Jane Street
New York
$391K +$391K +18,002 New
Citadel Advisors
8
Citadel Advisors
Florida
$329K +$329K +15,136 New
Osaic Holdings
9
Osaic Holdings
Arizona
$306K +$306K +14,100 New
GRP
10
Global Retirement Partners
California
$185K +$185K +8,530 New
LC
11
Luminist Capital
Michigan
$37.4K +$37.4K +1,722 New
Morgan Stanley
12
Morgan Stanley
New York
$27 +$27 +1 New
GS
13
GTS Securities
New York
-$587K -26,459 Closed
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
-$140K -6,321 Closed
UBS Group
15
UBS Group
Switzerland
-$1.22K -55 Closed