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CP High Yield Trend ETF

17 hedge funds and large institutions have $172M invested in CP High Yield Trend ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

42% more funds holding

Funds holding: 1217 (+5)

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

27% more capital invested

Capital invested by funds: $135M → $172M (+$36.2M)

4.46% more ownership

Funds ownership: 88.29%92.75% (+4.5%)

Holders
17
Holders Change
+5
Holders Change %
+41.67%
% of All Funds
0.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
4
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$160M +$30.4M +1,393,073 +24%
IWC
2
Integrated Wealth Concepts
Massachusetts
$2.91M +$2.61M +119,755 +896%
JP Morgan Chase
3
JP Morgan Chase
New York
$2.61M +$2.6M +119,091 New
CMF
4
Counterpoint Mutual Funds
California
$2.35M +$279K +12,800 +14%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.85M +$65.1K +2,986 +4%
Jane Street
6
Jane Street
New York
$620K -$172K -7,886 -22%
Citadel Advisors
7
Citadel Advisors
Florida
$395K -$219K -10,049 -36%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$272K +$270K +12,401 New
JCM
9
Jacobi Capital Management
Pennsylvania
$229K +$228K +10,459 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$214K +$213K +9,753 New
WMA
11
West Michigan Advisors
Michigan
$212K +$211K +9,682 New
GRP
12
Global Retirement Partners
California
$95.8K -$216K -9,897 -69%
UBS Group
13
UBS Group
Switzerland
$49.6K +$49.4K +2,267 New
LC
14
Luminist Capital
Michigan
$37.8K
Fidelity Investments
15
Fidelity Investments
Massachusetts
$31.5K +$31.4K +1,439 New
ASN
16
Advisory Services Network
Georgia
$26K +$25.9K +1,188 New
Morgan Stanley
17
Morgan Stanley
New York
$28 +$22 +1 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
-$612K -28,151 Closed
Wells Fargo
19
Wells Fargo
California
-$196K -9,001 Closed
CNBTD
20
Citizens National Bank Trust Department
Mississippi
-$21.8K -1,000 Closed

HYTR Hedge Fund Activity: Q3 2025 in Review

17 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in CP High Yield Trend ETF (HYTR) for Q3 2025, worth a combined $172M — up 27% from $135M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HYTR positions and 3 closed out — a net gain of 6 holders — while 4 added to existing stakes and 3 trimmed.

The largest buyer was LPL Financial, adding an estimated $30.4M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $612K sold.

  • 17 institutional investors held CP High Yield Trend ETF (HYTR) as of Q3 2025, up from 12 in Q2 2025.
  • Funds reported $172M of CP High Yield Trend ETF stock for Q3 2025, up 27% quarter-over-quarter.
  • 9 funds opened new CP High Yield Trend ETF positions in Q3 2025 and 3 closed out, a net change of +6 holders.
  • The largest CP High Yield Trend ETF buyer in Q3 2025 was LPL Financial, an estimated $30.4M added.
  • The largest CP High Yield Trend ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $612K sold.

Based on aggregated 13F filings for Q3 2025.