Flexshares High Yield Value
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 17 superinvestors own shares of Flexshares High Yield Value (HYGV), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Flexshares High Yield Value (HYGV), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Flexshares High Yield Value (HYGV) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Flexshares High Yield Value (HYGV) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Zack Wolf@Boltwood Capital Management
| 4.01% | $13.14M 323,006 shares@ 40.68 avg price | Increased 3.22% |
Rebecca L Greenlaw@Horizon Bancorp Inc In
| 2.25% | $4.754M 116,864 shares@ 40.68 avg price | Increased 3.18% |
Keith Sanders@First United Bank & Trust
| 1.15% | $3.154M 77,525 shares@ 40.68 avg price | Increased 23.79% |
Eric Duncan@Wealth Enhancement Advisory Services, Llc
| 0.01% | $2.351M 56,424 shares@ 41.67 avg price | Increased 0.01% |
Christine McElvania@Quad-cities Investment Group, Llc
| 0.38% | $758,418 18,644 shares@ 40.68 avg price | Increased 33.1% |
Kelly J Rusch@Steph & Co
| 0.17% | $478,966 11,774 shares@ 40.68 avg price | Increased 5.96% |
Christina Duncan@Psi Advisors, Llc
| 0.01% | $4,435 109 shares@ 40.69 avg price | Increased 6.87% |