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CP High Yield Trend ETF

22 hedge funds and large institutions have $233M invested in CP High Yield Trend ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

38% more funds holding

Funds holding: 1622 (+6)

14.74% more ownership

Funds ownership: 89.92%104.65% (+15%)

12% more capital invested

Capital invested by funds: $207M → $233M (+$25.3M)

Holders
22
Holders Change
+6
Holders Change %
+37.5%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
8
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$209M +$20.4M +941,080 +11%
CIA
2
Concurrent Investment Advisors
Florida
$4.18M -$47.7K -2,197 -1%
FMI
3
F/M Investments
District of Columbia
$3.54M +$3.61M +166,190 New
IWC
4
Integrated Wealth Concepts
Massachusetts
$2.82M +$2.87M +132,479 New
CMF
5
Counterpoint Mutual Funds
California
$2.8M +$247K +11,400 +9%
JP Morgan Chase
6
JP Morgan Chase
New York
$2.55M -$256K -11,785 -9%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.76M -$12.1K -558 -0.7%
AWM
8
Accurate Wealth Management
Florida
$1.07M +$761K +35,094 +239%
Citadel Advisors
9
Citadel Advisors
Florida
$943K +$369K +17,019 +62%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$915K +$28.3K +1,306 +3%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$903K +$920K +42,403 New
WMA
12
West Michigan Advisors
Michigan
$527K +$312K +14,385 +139%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$372K +$379K +17,454 New
WEG
14
World Equity Group
Illinois
$250K +$255K +11,761 New
JCM
15
Jacobi Capital Management
Pennsylvania
$248K +$390 +18 +0.2%
AI
16
Atria Investments
North Carolina
$243K +$247K +11,395 New
Citigroup
17
Citigroup
New York
$138K +$141K +6,501 New
Morgan Stanley
18
Morgan Stanley
New York
$69.4K +$22 +1 +0%
LC
19
Luminist Capital
Michigan
$36.7K
ASN
20
Advisory Services Network
Georgia
$26.4K +$26.9K +1,238 New
UBS Group
21
UBS Group
Switzerland
$2.19K +$2.23K +103 New
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$1.43K +$1.45K +67 New
Jane Street
23
Jane Street
New York
-$233K -10,735 Closed
Fidelity Investments
24
Fidelity Investments
Massachusetts
-$1.35K -62 Closed

HYTR Hedge Fund Activity: Q1 2026 in Review

22 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in CP High Yield Trend ETF (HYTR) for Q1 2026, worth a combined $233M — up 12% from $207M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HYTR positions and 2 closed out — a net gain of 8 holders — while 8 added to existing stakes and 3 trimmed.

The largest buyer was LPL Financial, adding an estimated $20.4M. The largest seller was JP Morgan Chase, cutting an estimated $256K.

  • 22 institutional investors held CP High Yield Trend ETF (HYTR) as of Q1 2026, up from 16 in Q4 2025.
  • Funds reported $233M of CP High Yield Trend ETF stock for Q1 2026, up 12% quarter-over-quarter.
  • 10 funds opened new CP High Yield Trend ETF positions in Q1 2026 and 2 closed out, a net change of +8 holders.
  • The largest CP High Yield Trend ETF buyer in Q1 2026 was LPL Financial, an estimated $20.4M added.
  • The largest CP High Yield Trend ETF seller in Q1 2026 was JP Morgan Chase, an estimated $256K sold.

Based on aggregated 13F filings for Q1 2026.