We are live on ! Find out more
SIHY icon

Harbor Ares Systematic High Yield ETF

26 hedge funds and large institutions have $48.9M invested in Harbor Ares Systematic High Yield ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

17% more capital invested

Capital invested by funds: $41.8M → $48.9M (+$7.09M)

3.48% more ownership

Funds ownership: 33.21%36.69% (+3.5%)

0% more funds holding

Funds holding: 2626 (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
26
Holders Change
Holders Change %
0%
% of All Funds
0.37%
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
7
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
$18.6M -$41.7K -909 -0.2%
WWM
2
WT Wealth Management
Arizona
$7.04M +$3.77M +82,205 +118%
IA
3
IFP Advisors
Florida
$5.43M -$65.5K -1,427 -1%
LPL Financial
4
LPL Financial
California
$3.51M +$1.03M +22,398 +42%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.71M +$487K +10,608 +22%
FHA
6
Flagship Harbor Advisors
Massachusetts
$2.23M -$886K -19,318 -29%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.87M -$38.8K -845 -2%
MML Investors Services
8
MML Investors Services
Massachusetts
$1.75M -$34.2K -745 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.02M -$752K -16,395 -43%
SWM
10
SK Wealth Management
Rhode Island
$966K +$972K +21,182 New
BPC
11
Banque Pictet & Cie
Switzerland
$768K +$83.9K +1,829 +13%
Jane Street
12
Jane Street
New York
$710K +$698K +15,210 New
Citadel Advisors
13
Citadel Advisors
Florida
$585K +$221K +4,813 +62%
LWM
14
LongView Wealth Management
Georgia
$399K +$7.16K +156 +2%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$352K +$359K +7,826 New
ACS
16
Archford Capital Strategies
Illinois
$257K -$40.4K -881 -14%
IAA
17
Independence Asset Advisors
Pennsylvania
$250K
BHWM
18
Bar Harbor Wealth Management
New Hampshire
$228K
UBS Group
19
UBS Group
Switzerland
$114K +$93.4K +2,036 +493%
TFA
20
Toth Financial Advisory
Virginia
$56.8K +$1.01K +22 +2%
PS
21
Principal Securities
Iowa
$17.7K
VWM
22
Venturi Wealth Management
Texas
$11.9K
NA
23
NewEdge Advisors
Louisiana
$9.93K +$138 +3 +1%
Morgan Stanley
24
Morgan Stanley
New York
$4.26K
Fidelity Investments
25
Fidelity Investments
Massachusetts
$47 +$46 +1 New

SIHY Hedge Fund Activity: Q3 2024 in Review

26 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Harbor Ares Systematic High Yield ETF (SIHY) for Q3 2024, worth a combined $48.9M — up 17% from $41.8M a quarter earlier.

Fund positioning in SIHY was balanced in Q3 2024: 4 funds opened new positions, 4 closed out, 9 added to existing stakes and 7 trimmed.

The largest buyer was WT Wealth Management, adding an estimated $3.77M. The largest seller was Flagship Harbor Advisors, cutting an estimated $886K.

  • 26 institutional investors held Harbor Ares Systematic High Yield ETF (SIHY) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $48.9M of Harbor Ares Systematic High Yield ETF stock for Q3 2024, up 17% quarter-over-quarter.
  • 4 funds opened new Harbor Ares Systematic High Yield ETF positions in Q3 2024 and 4 closed out, a net change of 0 holders.
  • The largest Harbor Ares Systematic High Yield ETF buyer in Q3 2024 was WT Wealth Management, an estimated $3.77M added.
  • The largest Harbor Ares Systematic High Yield ETF seller in Q3 2024 was Flagship Harbor Advisors, an estimated $886K sold.

Based on aggregated 13F filings for Q3 2024.