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HYLV Holdings Changes image
This page summarizes the HYLV holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2021 period, comparing share count change from 9/30/2021 to 12/31/2021. Share count is compared over these two periods to provide an indication of whether HYLV is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer9/30/2021
 Share Count 
12/31/2021
 Share Count 
Change% Change
13F Filers Increasing HYLV Share Count
First Horizon Advisors Inc. 82 1,267 +1,185 +1445.12%
Jane Street Group LLC 84,660 154,195 +69,535 +82.13%
WBI Investments 12,516 20,638 +8,122 +64.89%
Assetmark Inc. 607 733 +126 +20.76%
Citadel Advisors LLC 56,178 62,232 +6,054 +10.78%
Capstone Triton Financial Group LLC 9,866 10,060 +194 +1.97%
Raymond James & Associates 47,240 47,320 +80 +0.17%
13F Filers Reporting New Positions In HYLV
Proequities Inc. 0 0 UNCH 100%
Wells Fargo & Company MN 0 1 +1 +100%
Flow Traders U.S. LLC 0 7,998 +7,998 +100%
Cornerstone Wealth Management LLC 0 10,556 +10,556 +100%
AE Wealth Management LLC 0 41,783 +41,783 +100%
Castleview Partners LLC 0 202,072 +202,072 +100%
RBA Wealth Management LLC 0 13,880 +13,880 +100%
Ameritas Advisory Services LLC 0 13,461 +13,461 +100%
Zullo Investment Group Inc. 0 2,000 +2,000 +100%
13F Filers With Unchanged Share Count
Royal Bank of Canada 6,583 6,583 UNCH 0.00%
Astor Investment Management LLC 934 934 UNCH 0.00%
Patriot Financial Group Insurance Agency LLC 250 250 UNCH 0.00%
Wagner Wealth Management LLC 6,764 6,764 UNCH 0.00%
13F Filers Decreasing HYLV Share Count
GeoWealth Management LLC 81,227 35,503 -45,724 -56.29%
TAP Consulting LLC 40,754 26,199 -14,555 -35.71%
Bank of America Corp DE 81,798 59,035 -22,763 -27.83%
22,865 20,514 -2,351 -10.28%
Morgan Stanley 154,869 140,532 -14,337 -9.26%
Advisor Group Holdings Inc. 22,443 21,252 -1,191 -5.31%
Geneos Wealth Management Inc. 6,174 6,010 -164 -2.66%
V Wealth Advisors LLC 47,520 46,746 -774 -1.63%
Envestnet Asset Management Inc. 37,716 37,407 -309 -0.82%

See Summary: Institutional Holders of HYLV
See Details: Top 10 Hedge Funds Holding HYLV

HYLV Holdings Changes | www.HoldingsChannel.com

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