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Harbor Ares Systematic High Yield ETF

28 hedge funds and large institutions have $39M invested in Harbor Ares Systematic High Yield ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

14% more capital invested

Capital invested by funds: $34.1M → $39M (+$4.89M)

3.12% more ownership

Funds ownership: 27.9%31.02% (+3.1%)

0% more funds holding

Funds holding: 2828 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
28
Holders Change
Holders Change %
0%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
9
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNAA
1
Pictet North America Advisors
Switzerland
$15.8M +$3.08M +68,235 +24%
IA
2
IFP Advisors
Florida
$3.45M +$63.8K +1,413 +2%
FHA
3
Flagship Harbor Advisors
Massachusetts
$3.17M +$188K +4,152 +6%
WWM
4
WT Wealth Management
Arizona
$2.99M +$527K +11,666 +22%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.2M -$47.8K -1,059 -2%
LPL Financial
6
LPL Financial
California
$2.18M +$480K +10,619 +28%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.9M -$28.6K -634 -1%
MML Investors Services
8
MML Investors Services
Massachusetts
$1.79M -$18.4K -408 -1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.46M +$23.2K +514 +2%
Jane Street
10
Jane Street
New York
$1.26M -$191K -4,236 -13%
BPC
11
Banque Pictet & Cie
Switzerland
$647K +$384K +8,500 +149%
GF
12
Gries Financial
Ohio
$429K
LWM
13
LongView Wealth Management
Georgia
$392K +$4.7K +104 +1%
ACS
14
Archford Capital Strategies
Illinois
$293K +$291K +6,436 New
IAA
15
Independence Asset Advisors
Pennsylvania
$244K
Citadel Advisors
16
Citadel Advisors
Florida
$228K +$226K +4,999 New
BHWM
17
Bar Harbor Wealth Management
New Hampshire
$222K
GRP
18
Global Retirement Partners
California
$106K -$31.1K -688 -23%
TFA
19
Toth Financial Advisory
Virginia
$53.4K +$633 +14 +1%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$45K +$44.7K +989 New
PS
21
Principal Securities
Iowa
$17.3K
VWM
22
Venturi Wealth Management
Texas
$11.6K
NA
23
NewEdge Advisors
Louisiana
$9.56K
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$7K +$7.05K +156 New
Morgan Stanley
25
Morgan Stanley
New York
$5.02K -$4.88K -108 -50%

SIHY Hedge Fund Activity: Q1 2024 in Review

28 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Harbor Ares Systematic High Yield ETF (SIHY) for Q1 2024, worth a combined $39M — up 14% from $34.1M a quarter earlier.

Fund positioning in SIHY was balanced in Q1 2024: 4 funds opened new positions, 4 closed out, 9 added to existing stakes and 6 trimmed.

The largest buyer was Pictet North America Advisors, adding an estimated $3.08M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $316K sold.

  • 28 institutional investors held Harbor Ares Systematic High Yield ETF (SIHY) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $39M of Harbor Ares Systematic High Yield ETF stock for Q1 2024, up 14% quarter-over-quarter.
  • 4 funds opened new Harbor Ares Systematic High Yield ETF positions in Q1 2024 and 4 closed out, a net change of 0 holders.
  • The largest Harbor Ares Systematic High Yield ETF buyer in Q1 2024 was Pictet North America Advisors, an estimated $3.08M added.
  • The largest Harbor Ares Systematic High Yield ETF seller in Q1 2024 was Synergy Asset Management, an estimated $316K sold.

Based on aggregated 13F filings for Q1 2024.