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Harbor Ares Systematic High Yield ETF

28 hedge funds and large institutions have $34.1M invested in Harbor Ares Systematic High Yield ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

54% more capital invested

Capital invested by funds: $22.1M → $34.1M (+$12M)

8% more funds holding

Funds holding: 2628 (+2)

7.48% more ownership

Funds ownership: 20.42%27.9% (+7.5%)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
6
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNAA
1
Pictet North America Advisors
Switzerland
$12.7M +$5.22M +119,801 +75%
IA
2
IFP Advisors
Florida
$3.37M +$36.9K +847 +1%
FHA
3
Flagship Harbor Advisors
Massachusetts
$2.97M +$2.86M +65,550 New
WWM
4
WT Wealth Management
Arizona
$2.45M +$2.36M +54,133 New
Osaic Holdings
5
Osaic Holdings
Arizona
$2.24M -$30.3K -695 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.92M -$2.79K -64 -0.2%
MML Investors Services
7
MML Investors Services
Massachusetts
$1.8M -$8.63K -198 -0.5%
LPL Financial
8
LPL Financial
California
$1.69M +$131K +3,003 +9%
Jane Street
9
Jane Street
New York
$1.44M -$919K -21,097 -40%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.43M +$156K +3,579 +13%
GF
11
Gries Financial
Ohio
$426K
LWM
12
LongView Wealth Management
Georgia
$385K +$371K +8,514 New
SAM
13
Synergy Asset Management
Washington
$316K +$304K +6,983 New
BPC
14
Banque Pictet & Cie
Switzerland
$259K +$249K +5,720 New
IAA
15
Independence Asset Advisors
Pennsylvania
$244K +$235K +5,389 New
BHWM
16
Bar Harbor Wealth Management
New Hampshire
$221K
GRP
17
Global Retirement Partners
California
$137K -$41.8K -960 -24%
TFA
18
Toth Financial Advisory
Virginia
$52.4K +$1.31K +30 +3%
ASN
19
Advisory Services Network
Georgia
$27.4K +$26.4K +606 New
PS
20
Principal Securities
Iowa
$17.1K +$16.5K +379 New
VWM
21
Venturi Wealth Management
Texas
$11.5K
Morgan Stanley
22
Morgan Stanley
New York
$9.86K +$4.75K +109 +100%
NA
23
NewEdge Advisors
Louisiana
$9.5K
WB
24
Webster Bank
Connecticut
$3.53K
AF
25
Allworth Financial
California
$870

SIHY Hedge Fund Activity: Q4 2023 in Review

28 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Harbor Ares Systematic High Yield ETF (SIHY) for Q4 2023, worth a combined $34.1M — up 54% from $22.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SIHY positions and 5 closed out — a net gain of 3 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Pictet North America Advisors, adding an estimated $5.22M. The largest seller was Jane Street, cutting an estimated $919K.

  • 28 institutional investors held Harbor Ares Systematic High Yield ETF (SIHY) as of Q4 2023, up from 26 in Q3 2023.
  • Funds reported $34.1M of Harbor Ares Systematic High Yield ETF stock for Q4 2023, up 54% quarter-over-quarter.
  • 8 funds opened new Harbor Ares Systematic High Yield ETF positions in Q4 2023 and 5 closed out, a net change of +3 holders.
  • The largest Harbor Ares Systematic High Yield ETF buyer in Q4 2023 was Pictet North America Advisors, an estimated $5.22M added.
  • The largest Harbor Ares Systematic High Yield ETF seller in Q4 2023 was Jane Street, an estimated $919K sold.

Based on aggregated 13F filings for Q4 2023.