HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing HYG Share Count | ||||
| Trifecta Capital Advisors LLC | 14 | 2,642 | +2,628 | +18771.43% |
| Global Assets Advisory LLC | 17,584 | 1,402,842 | +1,385,258 | +7877.95% |
| Toth Financial Advisory Corp | 65 | 200 | +135 | +207.69% |
| Sound Income Strategies LLC | 461 | 931 | +470 | +101.95% |
| Kingswood Wealth Advisors LLC | 7,870 | 15,240 | +7,370 | +93.65% |
| Wealthcare Advisory Partners LLC | 5,571 | 9,050 | +3,479 | +62.45% |
| American National Bank | 530 | 836 | +306 | +57.74% |
| Worth Asset Management LLC | 114,483 | 166,498 | +52,015 | +45.43% |
| CWM LLC | 12,743 | 17,940 | +5,197 | +40.78% |
| Sovereign Financial Group Inc. | 3,071 | 4,315 | +1,244 | +40.51% |
| Vicus Capital | 29,965 | 40,383 | +10,418 | +34.77% |
| Dohj LLC | 8,257 | 10,829 | +2,572 | +31.15% |
| Slow Capital Inc. | 2,910 | 3,619 | +709 | +24.36% |
| Signature Securities Group Corporation | 11,260 | 13,943 | +2,683 | +23.83% |
| Harbor Investment Advisory LLC | 188 | 231 | +43 | +22.87% |
| Sunbelt Securities Inc. | 14,290 | 17,019 | +2,729 | +19.10% |
| Optimum Investment Advisors | 886 | 1,047 | +161 | +18.17% |
| AdvisorNet Financial Inc | 32,249 | 37,961 | +5,712 | +17.71% |
| S. R. Schill & Associates | 2,751 | 3,227 | +476 | +17.30% |
| City Holding Co. | 10,921 | 12,774 | +1,853 | +16.97% |
| Occidental Asset Management LLC | 152,335 | 177,425 | +25,090 | +16.47% |
| Boltwood Capital Management | 23,700 | 27,330 | +3,630 | +15.32% |
| RFG Advisory LLC | 100,910 | 114,153 | +13,243 | +13.12% |
| CX Institutional | 124,021 | 140,219 | +16,198 | +13.06% |
| Register Financial Advisors LLC | 1,508 | 1,689 | +181 | +12.00% |
| Ballentine Partners LLC | 53,768 | 60,201 | +6,433 | +11.96% |
| Norway Savings Bank | 57,708 | 64,229 | +6,521 | +11.30% |
| Park Avenue Securities LLC | 123,456 | 136,217 | +12,761 | +10.34% |
| Stratos Wealth Partners LTD. | 53,418 | 57,612 | +4,194 | +7.85% |
| Dynamic Advisor Solutions LLC | 31,955 | 34,058 | +2,103 | +6.58% |
| Pure Financial Advisors Inc. | 327,848 | 349,240 | +21,392 | +6.52% |
| David J Yvars Group | 23,832 | 25,101 | +1,269 | +5.32% |
| Rooted Wealth Advisors Inc. | 5,185 | 5,456 | +271 | +5.23% |
| SOA Wealth Advisors LLC. | 666 | 700 | +34 | +5.11% |
| Strong Tower Advisory Services | 93,880 | 98,610 | +4,730 | +5.04% |
| Trust Co | 226,012 | 236,370 | +10,358 | +4.58% |
| NBC Securities Inc. | 25,874 | 26,762 | +888 | +3.43% |
| Kwmg LLC | 225,429 | 232,764 | +7,335 | +3.25% |
| BlueSky Wealth Advisors LLC | 166,771 | 172,085 | +5,314 | +3.19% |
| Patriot Investment Management Inc. | 9,625 | 9,932 | +307 | +3.19% |
| Wealth Enhancement Advisory Services LLC | 32,120 | 33,049 | +929 | +2.89% |
| Twele Capital Management Inc. | 238,492 | 245,088 | +6,596 | +2.77% |
| Towerpoint Wealth LLC | 102,570 | 105,378 | +2,808 | +2.74% |
| Traynor Capital Management Inc. | 6,152 | 6,317 | +165 | +2.68% |
| Insight Wealth Strategies LLC | 191,007 | 195,367 | +4,360 | +2.28% |
| Salem Investment Counselors Inc. | 1,293 | 1,322 | +29 | +2.24% |
| Sterling Investment Advisors LLC ADV | 43,043 | 43,941 | +898 | +2.09% |
| Stairway Partners LLC | 237,633 | 242,034 | +4,401 | +1.85% |
| Hurlow Wealth Management Group Inc. | 37,424 | 38,039 | +615 | +1.64% |
| Global Trust Asset Management LLC | 29,403 | 29,698 | +295 | +1.00% |
| Rise Advisors LLC | 324 | 327 | +3 | +0.93% |
| Summit Financial Group Inc. | 19,302 | 19,469 | +167 | +0.87% |
| Ellenbecker Investment Group | 23,088 | 23,290 | +202 | +0.87% |
| Coston McIsaac & Partners | 5,950 | 5,999 | +49 | +0.82% |
| Grimes & Company Inc. | 24,820 | 24,978 | +158 | +0.64% |
| Walker Asset Management LLC | 4,266 | 4,279 | +13 | +0.30% |
| 13F Filers Reporting New Positions In HYG | ||||
| Tompkins Financial Corp | 0 | 31 | +31 | +100% |
| First Citizens Bank & Trust Co. | 0 | 8,936 | +8,936 | +100% |
| Northwest Investment Counselors LLC | 0 | 151 | +151 | +100% |
| IMC Chicago LLC | 0 | 12,286 | +12,286 | +100% |
| SMI Advisory Services LLC | 0 | 178,651 | +178,651 | +100% |
| Stratos Wealth Advisors LLC | 0 | 2,752 | +2,752 | +100% |
| Trilogy Capital Inc. | 0 | 6,195 | +6,195 | +100% |
| Cooper Financial Group | 0 | 2,884 | +2,884 | +100% |
| Lockerman Financial Group Inc. | 0 | 3,928 | +3,928 | +100% |
| Ameliora Wealth Management Ltd. | 0 | 2,000 | +2,000 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| OLD National Bancorp IN | 9,792 | 9,792 | UNCH | 0.00% |
| ST Germain D J Co. Inc. | 1 | 1 | UNCH | 0.00% |
| Webster Bank N. A. | 10,266 | 10,266 | UNCH | 0.00% |
| Country Trust Bank | 98,500 | 98,500 | UNCH | 0.00% |
| Dumont & Blake Investment Advisors LLC | 2,710 | 2,710 | UNCH | 0.00% |
| Asset Allocation & Management Company LLC | 19,130 | 19,130 | UNCH | 0.00% |
| New England Professional Planning Group Inc. | 3,038 | 3,038 | UNCH | 0.00% |
| Alaska Permanent Fund Corp | 74,264 | 74,264 | UNCH | 0.00% |
| JJJ Advisors Inc. | 39 | 39 | UNCH | 0.00% |
| Private Ocean LLC | 3,354 | 3,354 | UNCH | 0.00% |
| Northwest Capital Management Inc | 36 | 36 | UNCH | 0.00% |
| Enterprise Bank & Trust Co | 6,351 | 6,351 | UNCH | 0.00% |
| Pacifica Partners Inc. | 141 | 141 | UNCH | 0.00% |
| Tsfg LLC | 34 | 34 | UNCH | 0.00% |
| CVA Family Office LLC | 760 | 760 | UNCH | 0.00% |
| Iron Horse Wealth Management LLC | 3 | 3 | UNCH | 0.00% |
| Bank of New Hampshire | 1,006 | 1,006 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 576 | 576 | UNCH | 0.00% |
| Horizons Wealth Management | 13 | 13 | UNCH | 0.00% |
| Grey Fox Wealth Advisors LLC | 20,327 | 20,327 | UNCH | 0.00% |
| West Paces Advisors Inc. | 455 | 455 | UNCH | 0.00% |
| 13F Filers Decreasing HYG Share Count | ||||
| Bangor Savings Bank | 2,739 | 239 | -2,500 | -91.27% |
| Elk River Wealth Management LLC | 53,968 | 6,041 | -47,927 | -88.81% |
| Annex Advisory Services LLC | 60,513 | 9,204 | -51,309 | -84.79% |
| Single Point Partners LLC | 68,801 | 16,486 | -52,315 | -76.04% |
| Massmutual Trust Co. FSB ADV | 6,408 | 2,498 | -3,910 | -61.02% |
| Peoples Bank KS | 2,130 | 845 | -1,285 | -60.33% |
| First Financial Bank Trust Division | 7,622 | 3,430 | -4,192 | -55.00% |
| Cyndeo Wealth Partners LLC | 14,663 | 6,713 | -7,950 | -54.22% |
| Manning & Napier Group LLC | 68,045 | 33,899 | -34,146 | -50.18% |
| Capital Investment Advisors LLC | 16,568 | 8,990 | -7,578 | -45.74% |
| Counterpoint Mutual Funds LLC | 501,415 | 286,461 | -214,954 | -42.87% |
| Portside Wealth Group LLC | 20,337 | 11,702 | -8,635 | -42.46% |
| Powell Investment Advisors LLC | 3,330 | 2,182 | -1,148 | -34.47% |
| Channel Wealth LLC | 5,189 | 4,085 | -1,104 | -21.28% |
| RDA Financial Network | 4,168 | 3,367 | -801 | -19.22% |
| Brookstone Capital Management | 8,076 | 6,751 | -1,325 | -16.41% |
| OneAscent Financial Services LLC | 4,345 | 3,662 | -683 | -15.72% |
| Legacy Financial Strategies LLC | 3,935 | 3,377 | -558 | -14.18% |
| WBH Advisory Inc. | 3,486 | 3,024 | -462 | -13.25% |
| Guidance Capital Inc. | 10,288 | 9,008 | -1,280 | -12.44% |
| LVZ Advisors Inc. | 40,726 | 36,906 | -3,820 | -9.38% |
| Aua Capital Management LLC | 6,403 | 5,947 | -456 | -7.12% |
| Burns J W & Co. Inc. NY | 8,773 | 8,148 | -625 | -7.12% |
| Bremer Bank National Association | 11,120 | 10,378 | -742 | -6.67% |
| Cranbrook Wealth Management LLC | 93,215 | 87,061 | -6,154 | -6.60% |
| Barrett & Company Inc. | 4,416 | 4,134 | -282 | -6.39% |
| KMG Fiduciary Partners LLC | 20,782 | 19,510 | -1,272 | -6.12% |
| Financial Management Professionals Inc. | 3,011 | 2,827 | -184 | -6.11% |
| McElhenny Sheffield Capital Management LLC | 10,857 | 10,235 | -622 | -5.73% |
| SignalPoint Asset Management LLC | 21,456 | 20,394 | -1,062 | -4.95% |
| AFG Fiduciary Services Limited Partnership | 12,516 | 11,905 | -611 | -4.88% |
| Atticus Wealth Management LLC | 2,862 | 2,779 | -83 | -2.90% |
| Central Bank & Trust Co. | 103,280 | 101,309 | -1,971 | -1.91% |
| Cypress Wealth Services LLC | 46,564 | 45,758 | -806 | -1.73% |
| Clarus Wealth Advisors | 14,821 | 14,652 | -169 | -1.14% |
| 13F Filers Exiting HYG | ||||
| Eagle Wealth Strategies LLC | 4,367 | 0 | -4,367 | -100.00% |
| Independent Wealth Network Inc. | 4,232 | 0 | -4,232 | -100.00% |
| GoalVest Advisory LLC | 505 | 0 | -505 | -100.00% |
| Berger Financial Group Inc | 3,064 | 0 | -3,064 | -100.00% |
| International Assets Investment Management LLC | 125,685 | 0 | -125,685 | -100.00% |
| Columbia Advisory Partners LLC | 8,700 | 0 | -8,700 | -100.00% |
| Banque Cantonale Vaudoise | 2,338 | 0 | -2,338 | -100.00% |
| Independence Bank of Kentucky | 1,350 | 0 | -1,350 | -100.00% |
| MCF Advisors LLC | 13 | 0 | -13 | -100.00% |
| Moody National Bank Trust Division | 66,804 | 0 | -66,804 | -100.00% |
See Summary: Institutional Holders of HYG
See Details: Top 10 Hedge Funds Holding HYG
