HYGV

Flexshares High Yield Value

Latest period2024 - Q4Total superinvestors17

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Zack Wolf@Boltwood Capital Management
Recent Activity
Increased 3.22%
4.01%
$13.14M
323,006 shares@ 40.68 avg price
Rebecca L Greenlaw@Horizon Bancorp Inc In
Recent Activity
Increased 3.18%
2.25%
$4.754M
116,864 shares@ 40.68 avg price
Keith Sanders@First United Bank & Trust
Recent Activity
Increased 23.79%
1.15%
$3.154M
77,525 shares@ 40.68 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.01%
0.01%
$2.351M
56,424 shares@ 41.67 avg price
Christine McElvania@Quad-cities Investment Group, Llc
Recent Activity
Increased 33.1%
0.38%
$758,418
18,644 shares@ 40.68 avg price
Elton Wilcox@Elevated Capital Advisors, Llc
Recent Activity
New Position
0.18%
$658,712
16,193 shares@ 40.68 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -13.93%
0.02%
$488,084
11,934 shares@ 40.9 avg price
Kelly J Rusch@Steph & Co
Recent Activity
Increased 5.96%
0.17%
$478,966
11,774 shares@ 40.68 avg price
Dalyce Young Tinoco@Cva Family Office, Llc
Recent Activity
0.05%
$266,901
6,561 shares@ 40.68 avg price
Eric Duncan@Northcrest Asset Manangement, Llc
Recent Activity
0.01%
$255,823
6,140 shares@ 41.67 avg price