HYHG Institutional Ownership
ProShares - High Yield - Interest Rate Hedged
1W: -0.6%
1M: -1.4%
3M: -1.5%
YTD: -0.0%
1Y: -0.2%
3Y: +21.1%
5Y: +31.3%
$63.75
+0.18 (+0.29%)
Weekly Expected Move ±0.6%
$63
$63
$64
$64
$65
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — HYHG
58
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
77M
Total Invested
8
New Positions
18
Increased
23
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (63 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 261,073 | $17M | +18,256 | +7.5% | 47Q | SEC ↗ |
| 2 | WELLS FARGO & COMPANY/MN | 143,019 | $9M | -7,810 | -5.2% | 47Q | SEC ↗ |
| 3 | Larry Mathis Financial Planning, LLC | 92,272 | $6M | +5,915 | +6.8% | 3Q | SEC ↗ |
| 4 | Sound Income Strategies, LLC | 88,806 | $6M | -1,677 | -1.9% | 15Q | SEC ↗ |
| 5 | MML INVESTORS SERVICES, LLC | 78,441 | $5M | +12,496 | +18.9% | 20Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 73,756 | $5M | +655 | +0.9% | 13Q | SEC ↗ |
| 7 | LPL Financial LLC | 62,248 | $4M | -16,394 | -20.8% | 47Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 47,129 | $3M | +37,276 | +378.3% | 5Q | SEC ↗ |
| 9 | MANUFACTURERS LIFE INSURANCE COMPANY, NEW | 35,400 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 10 | Synergy Asset Management, LLC NEW | 31,216 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 11 | Howard Capital Management, LLC | 23,062 | $1M | +1,920 | +9.1% | 10Q | SEC ↗ |
| 12 | Summit Financial, LLC | 20,535 | $1M | +2,650 | +14.8% | 4Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 19,047 | $1M | +864 | +4.8% | 26Q | SEC ↗ |
| 14 | Tactive Advisors, LLC | 18,579 | $1M | -6,607 | -26.2% | 5Q | SEC ↗ |
| 15 | Cetera Investment Advisers | 17,795 | $1M | +2,679 | +17.7% | 6Q | SEC ↗ |
| 16 | Empirical Asset Management, LLC | 15,608 | $995K | +1,384 | +9.7% | 17Q | SEC ↗ |
| 17 | Global Retirement Partners, LLC NEW | 12,823 | $817K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 10,851 | $692K | +41 | +0.4% | 7Q | SEC ↗ |
| 19 | OPPENHEIMER & CO INC | 10,780 | $687K | -600 | -5.3% | 8Q | SEC ↗ |
| 20 | HighTower Advisors, LLC | 10,571 | $674K | -40 | -0.4% | 6Q | SEC ↗ |
| 21 | Geneos Wealth Management Inc. | 10,001 | $638K | -340 | -3.3% | 42Q | SEC ↗ |
| 22 | ROYAL BANK OF CANADA | 8,955 | $571K | +6,320 | +239.8% | 47Q | SEC ↗ |
| 23 | PRINCIPAL SECURITIES, INC. | 8,654 | $552K | -300 | -3.4% | 11Q | SEC ↗ |
| 24 | Snowden Capital Advisors LLC | 6,742 | $430K | — | +0.0% | 12Q | SEC ↗ |
| 25 | Steward Partners Investment Advisory, | 6,307 | $402K | +181 | +3.0% | 3Q | SEC ↗ |
| 26 | CoreCap Advisors, LLC | 5,972 | $381K | +1,394 | +30.4% | 9Q | SEC ↗ |
| 27 | Kestra Advisory Services, LLC | 5,862 | $374K | -381 | -6.1% | 4Q | SEC ↗ |
| 28 | JANE STREET GROUP, LLC | 5,240 | $334K | -26,360 | -83.4% | 17Q | SEC ↗ |
| 29 | Equitable Holdings, Inc. | 4,946 | $315K | -561 | -10.2% | 19Q | SEC ↗ |
| 30 | COMMONWEALTH EQUITY SERVICES, LLC | 4,945 | $315K | -91 | -1.8% | 33Q | SEC ↗ |
| 31 | UBS Group AG | 4,258 | $271K | -82 | -1.9% | 47Q | SEC ↗ |
| 32 | PFG Investments, LLC NEW | 3,887 | $248K | — | +0.0% | 1Q | SEC ↗ |
| 33 | COMMONS CAPITAL, LLC | 3,618 | $231K | +16 | +0.4% | 2Q | SEC ↗ |
| 34 | ASL Financial, LLC | 3,511 | $224K | — | +0.0% | 3Q | SEC ↗ |
| 35 | STIFEL FINANCIAL CORP | 3,510 | $224K | -75 | -2.1% | 12Q | SEC ↗ |
| 36 | ROTHSCHILD INVESTMENT LLC | 3,400 | $217K | — | +0.0% | 11Q | SEC ↗ |
| 37 | Anchor Investment Management, LLC | 3,275 | $209K | +325 | +11.0% | 3Q | SEC ↗ |
| 38 | KKM Financial LLC | 3,270 | $208K | -930 | -22.1% | 10Q | SEC ↗ |
| 39 | Ashton Thomas Private Wealth, LLC | 2,428 | $155K | +655 | +36.9% | 2Q | SEC ↗ |
| 40 | NewEdge Advisors, LLC | 1,871 | $119K | — | +0.0% | 9Q | SEC ↗ |
| 41 | Capital Analysts, LLC | 1,678 | $107K | +56 | +3.5% | 2Q | SEC ↗ |
| 42 | IFG Advisory, LLC NEW | 994 | $63K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Farther Finance Advisors, LLC | 988 | $63K | -3 | -0.3% | 8Q | SEC ↗ |
| 44 | Parallel Advisors, LLC NEW | 915 | $58K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Ameritas Advisory Services, LLC | 293 | $19K | — | +0.0% | 2Q | SEC ↗ |
| 46 | Founders Financial Alliance, LLC | 221 | $14K | — | +0.0% | 2Q | SEC ↗ |
| 47 | Key Capital Management, INC | 135 | $9K | -86 | -38.9% | 3Q | SEC ↗ |
| 48 | PRIVATE TRUST CO NA | 106 | $7K | — | +0.0% | 15Q | SEC ↗ |
| 49 | LifeSteps Financial, Inc. NEW | 100 | $6K | — | +0.0% | 1Q | SEC ↗ |
| 50 | JPMORGAN CHASE & CO | 100 | $6K | — | +0.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPAN | 35,400 | $2M |
| Synergy Asset Management, LLC | 31,216 | $2M |
| Global Retirement Partners, LLC | 12,823 | $817K |
| PFG Investments, LLC | 3,887 | $248K |
| IFG Advisory, LLC | 994 | $63K |
| Parallel Advisors, LLC | 915 | $58K |
| LifeSteps Financial, Inc. | 100 | $6K |
| Washington Trust Advisors, Inc. | 87 | $6K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Alta Fundamental Advisers LLC | 48,575 | $3M |
| Claro Advisors Inc. | 12,536 | $799K |
| INTEGRITY ALLIANCE, LLC. | 8,278 | $528K |
| Mariner, LLC | 7,943 | $506K |
| MATAURO, LLC | 4,175 | $266K |
| Cambridge Investment Research Advis | 4,149 | $264K |
| Western Wealth Management, LLC | 85 | $5K |
| ASSETMARK, INC | 12 | $1K |
| PMV Capital Advisers, LLC | 4 | $0K |
Biggest Increases (18)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +37,276 | +378.3% | 47,129 |
| MORGAN STANLEY | +18,256 | +7.5% | 261,073 |
| MML INVESTORS SERVICES, LLC | +12,496 | +18.9% | 78,441 |
| ROYAL BANK OF CANADA | +6,320 | +239.8% | 8,955 |
| Larry Mathis Financial Planning, LL | +5,915 | +6.8% | 92,272 |
| Cetera Investment Advisers | +2,679 | +17.7% | 17,795 |
| Summit Financial, LLC | +2,650 | +14.8% | 20,535 |
| Howard Capital Management, LLC | +1,920 | +9.1% | 23,062 |
| CoreCap Advisors, LLC | +1,394 | +30.4% | 5,972 |
| Empirical Asset Management, LLC | +1,384 | +9.7% | 15,608 |
| OSAIC HOLDINGS, INC. | +864 | +4.8% | 19,047 |
| Ashton Thomas Private Wealth, LLC | +655 | +36.9% | 2,428 |
| ENVESTNET ASSET MANAGEMENT INC | +655 | +0.9% | 73,756 |
| Anchor Investment Management, LLC | +325 | +11.0% | 3,275 |
| Steward Partners Investment Advisor | +181 | +3.0% | 6,307 |
| Capital Analysts, LLC | +56 | +3.5% | 1,678 |
| Rockefeller Capital Management L.P. | +41 | +0.4% | 10,851 |
| COMMONS CAPITAL, LLC | +16 | +0.4% | 3,618 |
Biggest Decreases (19)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -26,360 | -83.4% | 5,240 |
| LPL Financial LLC | -16,394 | -20.8% | 62,248 |
| WELLS FARGO & COMPANY/MN | -7,810 | -5.2% | 143,019 |
| Tactive Advisors, LLC | -6,607 | -26.2% | 18,579 |
| Sound Income Strategies, LLC | -1,677 | -1.9% | 88,806 |
| KKM Financial LLC | -930 | -22.1% | 3,270 |
| AE Wealth Management LLC | -668 | -96.8% | 22 |
| OPPENHEIMER & CO INC | -600 | -5.3% | 10,780 |
| Equitable Holdings, Inc. | -561 | -10.2% | 4,946 |
| Kestra Advisory Services, LLC | -381 | -6.1% | 5,862 |
| Geneos Wealth Management Inc. | -340 | -3.3% | 10,001 |
| PRINCIPAL SECURITIES, INC. | -300 | -3.4% | 8,654 |
| COMMONWEALTH EQUITY SERVICES, LLC | -91 | -1.8% | 4,945 |
| Key Capital Management, INC | -86 | -38.9% | 135 |
| UBS Group AG | -82 | -1.9% | 4,258 |
| STIFEL FINANCIAL CORP | -75 | -2.1% | 3,510 |
| HighTower Advisors, LLC | -40 | -0.4% | 10,571 |
| Clearstead Advisors, LLC | -26 | -65.0% | 14 |
| Farther Finance Advisors, LLC | -3 | -0.3% | 988 |