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CP High Yield Trend ETF

16 hedge funds and large institutions have $207M invested in CP High Yield Trend ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

21% more capital invested

Capital invested by funds: $172M → $207M (+$35.9M)

2.84% less ownership

Funds ownership: 92.75%89.92% (-2.8%)

6% less funds holding

Funds holding: 1716 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
16
Holders Change
-1
Holders Change %
-5.88%
% of All Funds
0.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$193M +$34.9M +1,603,626 +22%
CIA
2
Concurrent Investment Advisors
Florida
$4.31M +$4.32M +198,301 New
JP Morgan Chase
3
JP Morgan Chase
New York
$2.86M +$272K +12,495 +10%
CMF
4
Counterpoint Mutual Funds
California
$2.61M +$277K +12,700 +12%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.81M -$32.5K -1,492 -2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$905K +$695K +31,930 +327%
Citadel Advisors
7
Citadel Advisors
Florida
$592K +$201K +9,244 +51%
AWM
8
Accurate Wealth Management
Florida
$321K +$320K +14,712 New
JCM
9
Jacobi Capital Management
Pennsylvania
$253K +$25.9K +1,189 +11%
Jane Street
10
Jane Street
New York
$233K -$383K -17,585 -62%
WMA
11
West Michigan Advisors
Michigan
$225K +$15K +689 +7%
Morgan Stanley
12
Morgan Stanley
New York
$70.8K +$71K +3,259 +325,900%
LC
13
Luminist Capital
Michigan
$37.4K
GRP
14
Global Retirement Partners
California
$36.4K -$58.7K -2,697 -62%
Comerica Bank
15
Comerica Bank
Texas
$1.46K +$1.46K +67 New
Fidelity Investments
16
Fidelity Investments
Massachusetts
$1.35K -$30K -1,377 -96%
IWC
17
Integrated Wealth Concepts
Massachusetts
-$2.91M -133,119 Closed
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
-$272K -12,401 Closed
UBS Group
19
UBS Group
Switzerland
-$49.6K -2,267 Closed
ASN
20
Advisory Services Network
Georgia
-$26K -1,188 Closed

HYTR Hedge Fund Activity: Q4 2025 in Review

16 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in CP High Yield Trend ETF (HYTR) for Q4 2025, worth a combined $207M — up 21% from $172M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of HYTR and 3 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 8 added.

The largest buyer was LPL Financial, adding an estimated $34.9M. The largest seller was Integrated Wealth Concepts, exiting entirely with an estimated $2.91M sold.

  • 16 institutional investors held CP High Yield Trend ETF (HYTR) as of Q4 2025, down from 17 in Q3 2025.
  • Funds reported $207M of CP High Yield Trend ETF stock for Q4 2025, up 21% quarter-over-quarter.
  • 3 funds opened new CP High Yield Trend ETF positions in Q4 2025 and 4 closed out, a net change of -1 holder.
  • The largest CP High Yield Trend ETF buyer in Q4 2025 was LPL Financial, an estimated $34.9M added.
  • The largest CP High Yield Trend ETF seller in Q4 2025 was Integrated Wealth Concepts, an estimated $2.91M sold.

Based on aggregated 13F filings for Q4 2025.