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Harbor Ares Systematic High Yield ETF

34 hedge funds and large institutions have $119M invested in Harbor Ares Systematic High Yield ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

325% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 4

82% more capital invested

Capital invested by funds: $65.4M → $119M (+$53.6M)

31% more funds holding

Funds holding: 2634 (+8)

22.35% more ownership

Funds ownership: 43.63%65.98% (+22%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
34
Holders Change
+8
Holders Change %
+30.77%
% of All Funds
0.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
17
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNAA
1
Pictet North America Advisors
Switzerland
$36.8M +$8.08M +176,645 +27%
BWP
2
BlueStem Wealth Partners
Minnesota
$20.8M +$21.3M +466,081 New
LPL Financial
3
LPL Financial
California
$7.31M +$2.38M +51,911 +46%
C
4
Croban
Ohio
$6.16M +$6.31M +137,950 New
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$5.55M +$5.68M +124,214 New
WWM
6
WT Wealth Management
Arizona
$5.49M -$1.3M -28,367 -19%
IA
7
IFP Advisors
Florida
$5.38M +$61K +1,334 +1%
IWC
8
Integrated Wealth Concepts
Massachusetts
$3.64M +$3.73M +81,425 New
JP Morgan Chase
9
JP Morgan Chase
New York
$3.61M +$2.77M +60,467 +298%
TI
10
Tidal Investments
Wisconsin
$2.5M +$2.56M +55,998 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.32M +$407K +8,898 +21%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.19M +$16.4K +358 +0.7%
Jane Street
13
Jane Street
New York
$2.18M +$1.28M +27,950 +134%
FHA
14
Flagship Harbor Advisors
Massachusetts
$2.11M +$80.8K +1,766 +4%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.97M -$278K -6,084 -12%
MML Investors Services
16
MML Investors Services
Massachusetts
$1.68M +$183 +4 +0%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.66M +$95K +2,075 +6%
PAG
18
Private Advisor Group
New Jersey
$1.37M -$7K -153 -0.5%
JFG
19
Jefferies Financial Group
New York
$1.27M +$1.3M +28,508 New
BPC
20
Banque Pictet & Cie
Switzerland
$1.25M +$136K +2,962 +12%
ACS
21
Archford Capital Strategies
Illinois
$1.25M +$955K +20,878 +297%
SWM
22
SK Wealth Management
Rhode Island
$981K +$46.6K +1,018 +5%
SWP
23
Stratos Wealth Partners
Ohio
$637K +$653K +14,266 New
LWM
24
LongView Wealth Management
Georgia
$311K +$3.98K +87 +1%
IAA
25
Independence Asset Advisors
Pennsylvania
$239K

SIHY Hedge Fund Activity: Q1 2025 in Review

34 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Harbor Ares Systematic High Yield ETF (SIHY) for Q1 2025, worth a combined $119M — up 82% from $65.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SIHY positions and 1 closed out — a net gain of 8 holders — while 17 added to existing stakes and 4 trimmed.

The largest buyer was BlueStem Wealth Partners, opening a new position worth an estimated $21.3M. The largest seller was WT Wealth Management, cutting an estimated $1.3M.

  • 34 institutional investors held Harbor Ares Systematic High Yield ETF (SIHY) as of Q1 2025, up from 26 in Q4 2024.
  • Funds reported $119M of Harbor Ares Systematic High Yield ETF stock for Q1 2025, up 82% quarter-over-quarter.
  • 9 funds opened new Harbor Ares Systematic High Yield ETF positions in Q1 2025 and 1 closed out, a net change of +8 holders.
  • The largest Harbor Ares Systematic High Yield ETF buyer in Q1 2025 was BlueStem Wealth Partners, an estimated $21.3M added.
  • The largest Harbor Ares Systematic High Yield ETF seller in Q1 2025 was WT Wealth Management, an estimated $1.3M sold.

Based on aggregated 13F filings for Q1 2025.