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This page summarizes the HYD holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether HYD 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).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing HYD Share Count |
|---|
| Activest Wealth Management |
2 |
1,879 |
+1,877 |
+93850.00% |
| BNP Paribas Arbitrage SA |
1,500 |
49,303 |
+47,803 |
+3186.87% |
| Private Trust Co. NA |
256 |
1,039 |
+783 |
+305.86% |
| Proquility Private Wealth Partners LLC |
6,573 |
24,499 |
+17,926 |
+272.72% |
| Hennion & Walsh Asset Management Inc. |
5,609 |
18,039 |
+12,430 |
+221.61% |
| Magnus Financial Group LLC |
4,640 |
9,816 |
+5,176 |
+111.55% |
| Counterpoint Mutual Funds LLC |
323,051 |
657,359 |
+334,308 |
+103.48% |
| Capstone Investment Advisors LLC |
186,401 |
367,701 |
+181,300 |
+97.26% |
| Sigma Planning Corp |
8,751 |
16,061 |
+7,310 |
+83.53% |
| Csenge Advisory Group |
10,195 |
16,548 |
+6,353 |
+62.31% |
| Wealthfront Advisers LLC |
5,982 |
9,503 |
+3,521 |
+58.86% |
| Lansing Street Advisors |
6,205 |
9,170 |
+2,965 |
+47.78% |
| Allworth Financial LP |
1,900 |
2,806 |
+906 |
+47.68% |
| TruWealth Advisors LLC |
38,187 |
53,355 |
+15,168 |
+39.72% |
| Park Place Capital Corp |
420 |
578 |
+158 |
+37.62% |
| All Season Financial Advisors Inc. |
11,806 |
16,095 |
+4,289 |
+36.33% |
| Park Avenue Securities LLC |
30,121 |
40,831 |
+10,710 |
+35.56% |
| Lincoln National Corp |
13,309 |
17,801 |
+4,492 |
+33.75% |
| Proequities Inc. |
9,474 |
12,631 |
+3,157 |
+33.32% |
| S. R. Schill & Associates |
8,248 |
10,967 |
+2,719 |
+32.97% |
| Wealthcare Advisory Partners LLC |
46,776 |
59,468 |
+12,692 |
+27.13% |
| Janney Montgomery Scott LLC |
97,383 |
121,454 |
+24,071 |
+24.72% |
| Dravo Bay LLC |
30,759 |
37,889 |
+7,130 |
+23.18% |
| Kestra Private Wealth Services LLC |
11,204 |
13,710 |
+2,506 |
+22.37% |
| Wealth Enhancement Advisory Services LLC |
29,345 |
35,778 |
+6,433 |
+21.92% |
| Rehmann Capital Advisory Group |
20,974 |
25,525 |
+4,551 |
+21.70% |
| Richardson Financial Services Inc. |
7,579 |
9,033 |
+1,454 |
+19.18% |
| Rainey & Randall Investment Management Inc. |
23,676 |
27,958 |
+4,282 |
+18.09% |
| Private Advisor Group LLC |
10,838 |
12,711 |
+1,873 |
+17.28% |
| Good Life Advisors LLC |
10,214 |
11,925 |
+1,711 |
+16.75% |
| CX Institutional |
140,644 |
163,826 |
+23,182 |
+16.48% |
| Chesley Taft & Associates LLC |
11,400 |
13,125 |
+1,725 |
+15.13% |
| Avenue 1 Advisors LLC |
75,711 |
86,967 |
+11,256 |
+14.87% |
| Strategic Investment Advisors MI |
5,321 |
6,064 |
+743 |
+13.96% |
| HB Wealth Management LLC |
15,200 |
16,970 |
+1,770 |
+11.64% |
| Apeiron RIA LLC |
29,587 |
32,926 |
+3,339 |
+11.29% |
| Signaturefd LLC |
311 |
339 |
+28 |
+9.00% |
| Argonautica Private Wealth Management Inc. |
7,720 |
8,384 |
+664 |
+8.60% |
| Wealthcare Capital Management LLC |
5,743 |
6,173 |
+430 |
+7.49% |
| Ausdal Financial Partners Inc. |
13,394 |
14,385 |
+991 |
+7.40% |
| Stratos Wealth Partners LTD. |
28,886 |
30,913 |
+2,027 |
+7.02% |
| Wright Fund Managment LLC |
293,200 |
312,000 |
+18,800 |
+6.41% |
| ERTS Wealth Advisors LLC |
11,388 |
12,033 |
+645 |
+5.66% |
| Hart & Patterson Financial Group LLC |
30,951 |
32,500 |
+1,549 |
+5.00% |
| Insight Wealth Strategies LLC |
73,259 |
76,797 |
+3,538 |
+4.83% |
| Riversedge Advisors LLC |
58,204 |
60,893 |
+2,689 |
+4.62% |
| Westside Investment Management Inc. |
18,620 |
19,451 |
+831 |
+4.46% |
| Raymond James & Associates |
45,243 |
47,016 |
+1,773 |
+3.92% |
| DAVENPORT & Co LLC |
7,424 |
7,678 |
+254 |
+3.42% |
| Revolve Wealth Partners LLC |
165,453 |
170,211 |
+4,758 |
+2.88% |
| Sowell Financial Services LLC |
15,266 |
15,702 |
+436 |
+2.86% |
| First United Bank Trust |
23,574 |
24,235 |
+661 |
+2.80% |
| Perigon Wealth Management LLC |
13,143 |
13,462 |
+319 |
+2.43% |
| Wedmont Private Capital |
26,352 |
26,992 |
+640 |
+2.43% |
| Regions Financial Corp |
553,614 |
566,915 |
+13,301 |
+2.40% |
| International Assets Investment Management LLC |
4,334 |
4,438 |
+104 |
+2.40% |
| FC Advisory LLC |
13,652 |
13,903 |
+251 |
+1.84% |
| Cyndeo Wealth Partners LLC |
102,768 |
104,378 |
+1,610 |
+1.57% |
| Gould Asset Management LLC CA |
5,210 |
5,290 |
+80 |
+1.54% |
| Foster & Motley Inc. |
16,160 |
16,404 |
+244 |
+1.51% |
| RFG Advisory LLC |
185,246 |
187,808 |
+2,562 |
+1.38% |
| Van ECK Associates Corp |
580 |
587 |
+7 |
+1.21% |
| Commonwealth Equity Services LLC |
800,872 |
807,663 |
+6,791 |
+0.85% |
| Cambridge Investment Research Advisors Inc. |
78,547 |
79,206 |
+659 |
+0.84% |
| Rooted Wealth Advisors Inc. |
13,278 |
13,365 |
+87 |
+0.66% |
| NBC Securities Inc. |
448 |
450 |
+2 |
+0.45% |
| Nations Financial Group Inc. IA ADV |
10,090 |
10,134 |
+44 |
+0.44% |
| Geneos Wealth Management Inc. |
4,720 |
4,733 |
+13 |
+0.28% |
| Dynamic Advisor Solutions LLC |
18,602 |
18,613 |
+11 |
+0.06% |
| 13F Filers Reporting New Positions In HYD |
|---|
| Trust Co. of Vermont |
0 |
1,169 |
+1,169 |
+100% |
| North Star Investment Management Corp. |
0 |
104 |
+104 |
+100% |
| Capital Investment Advisors LLC |
0 |
4,500 |
+4,500 |
+100% |
| Oakworth Capital Inc. |
0 |
6 |
+6 |
+100% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
1,422 |
+1,422 |
+100% |
| Capital Investment Advisory Services LLC |
0 |
500 |
+500 |
+100% |
| Parkside Investments LLC |
0 |
37,550 |
+37,550 |
+100% |
| Stratos Wealth Advisors LLC |
0 |
6,046 |
+6,046 |
+100% |
| First Command Advisory Services Inc. |
0 |
8 |
+8 |
+100% |
| Claro Advisors LLC |
0 |
4,668 |
+4,668 |
+100% |
| Arden Trust Co |
0 |
60,520 |
+60,520 |
+100% |
| Xcel Wealth Management LLC |
0 |
6,000 |
+6,000 |
+100% |
| Cypress Financial Planning LLC |
0 |
6,715 |
+6,715 |
+100% |
| Register Financial Advisors LLC |
0 |
683 |
+683 |
+100% |
| Palo Alto Wealth Advisors LLC |
0 |
4,264 |
+4,264 |
+100% |
| LGT Financial Advisors LLC |
0 |
6 |
+6 |
+100% |
| PFG Investments LLC |
0 |
5,651 |
+5,651 |
+100% |
| Norden Group LLC |
0 |
14,702 |
+14,702 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Summit Financial Group Inc. |
8,455 |
8,455 |
UNCH |
0.00% |
| Creative Financial Designs Inc. ADV |
75 |
75 |
UNCH |
0.00% |
| Duncker Streett & Co. Inc. |
250 |
250 |
UNCH |
0.00% |
| Investment Partners LTD. |
16,013 |
16,013 |
UNCH |
0.00% |
| Thompson Investment Management Inc. |
201 |
201 |
UNCH |
0.00% |
| Asset Dedication LLC |
1,910 |
1,910 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
54 |
54 |
UNCH |
0.00% |
| Narus Financial Partners LLC |
17,030 |
17,030 |
UNCH |
0.00% |
| Independence Bank of Kentucky |
635 |
635 |
UNCH |
0.00% |
| Larson Financial Group LLC |
12 |
12 |
UNCH |
0.00% |
| USAdvisors Wealth Management LLC |
6,458 |
6,458 |
UNCH |
0.00% |
| Evolution Wealth Advisors LLC |
5,740 |
5,740 |
UNCH |
0.00% |
| Aspire Private Capital LLC |
768 |
768 |
UNCH |
0.00% |
| Princeton Global Asset Management LLC |
37 |
37 |
UNCH |
0.00% |
| Key Financial Inc |
64 |
64 |
UNCH |
0.00% |
| Iron Horse Wealth Management LLC |
95 |
95 |
UNCH |
0.00% |
| LifePro Asset Management |
8,063 |
8,063 |
UNCH |
0.00% |
| Rye Brook Capital LLC |
3,000 |
3,000 |
UNCH |
0.00% |
| Chemistry Wealth Management LLC |
6,445 |
6,445 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
2,127 |
2,127 |
UNCH |
0.00% |
| Signature Resources Capital Management LLC |
30 |
30 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
1,415 |
1,415 |
UNCH |
0.00% |
| Stephens Consulting LLC |
328 |
328 |
UNCH |
0.00% |
| AlphaQ Advisors LLC |
4,300 |
4,300 |
UNCH |
0.00% |
| Petra Financial Advisors Inc. |
4,029 |
4,029 |
UNCH |
0.00% |
| Williams & Novak LLC |
16,900 |
16,900 |
UNCH |
0.00% |
| Tyche Wealth Partners LLC |
13,970 |
13,970 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
113 |
113 |
UNCH |
0.00% |
| Evergreen Private Wealth LLC |
524 |
524 |
UNCH |
0.00% |
| Ashton Thomas Private Wealth LLC |
6,714 |
6,714 |
UNCH |
0.00% |
| 13F Filers Decreasing HYD Share Count |
|---|
| Sage Mountain Advisors LLC |
387,853 |
28,099 |
-359,754 |
-92.76% |
| Annex Advisory Services LLC |
72,533 |
9,402 |
-63,131 |
-87.04% |
| Monticello Wealth Management LLC |
189,809 |
32,843 |
-156,966 |
-82.70% |
| Procyon Private Wealth Partners LLC |
28,465 |
5,562 |
-22,903 |
-80.46% |
| Whittier Trust Co. |
12,827 |
3,305 |
-9,522 |
-74.23% |
| Private Ocean LLC |
533,614 |
154,051 |
-379,563 |
-71.13% |
| Householder Group Estate & Retirement Specialist LLC |
846 |
409 |
-437 |
-51.65% |
| Yeomans Consulting Group Inc. |
44,452 |
22,129 |
-22,323 |
-50.22% |
| Ronald Blue Trust Inc. |
793 |
550 |
-243 |
-30.64% |
| AFT Forsyth & Company Inc. |
15,625 |
12,625 |
-3,000 |
-19.20% |
| Nikulski Financial Inc. |
19,790 |
17,170 |
-2,620 |
-13.24% |
| BTS Asset Management Inc. |
126,725 |
113,093 |
-13,632 |
-10.76% |
| Capital Advisors Wealth Management LLC |
48,249 |
43,948 |
-4,301 |
-8.91% |
| Blue Chip Partners Inc. |
3,530 |
3,266 |
-264 |
-7.48% |
| Honkamp Krueger Financial Services Inc. |
527,524 |
490,018 |
-37,506 |
-7.11% |
| WBH Advisory Inc. |
5,699 |
5,398 |
-301 |
-5.28% |
| McAdam LLC |
22,875 |
21,697 |
-1,178 |
-5.15% |
| Gradient Investments LLC |
4,019 |
3,847 |
-172 |
-4.28% |
| Raymond James Financial Services Advisors Inc. |
140,271 |
134,570 |
-5,701 |
-4.06% |
| Spire Wealth Management |
1,333 |
1,291 |
-42 |
-3.15% |
| Melone Private Wealth LLC |
49,064 |
47,590 |
-1,474 |
-3.00% |
| Bank of New York Mellon Corp |
382,376 |
371,355 |
-11,021 |
-2.88% |
| Carmichael Hill & Associates Inc. |
8,175 |
7,943 |
-232 |
-2.84% |
| Pinnacle Financial Partners Inc. |
6,841 |
6,647 |
-194 |
-2.84% |
| PFW Advisors LLC |
19,436 |
19,078 |
-358 |
-1.84% |
| Global Retirement Partners LLC |
2,495 |
2,449 |
-46 |
-1.84% |
| Financial Advisory Service Inc. |
62,394 |
61,247 |
-1,147 |
-1.84% |
| CWM LLC |
221,682 |
218,066 |
-3,616 |
-1.63% |
| Mather Group LLC. |
63,186 |
62,505 |
-681 |
-1.08% |
| Grimes & Company Inc. |
1,097,200 |
1,088,382 |
-8,818 |
-0.80% |
| Sebold Capital Management Inc. |
17,896 |
17,850 |
-46 |
-0.26% |
| OneAscent Financial Services LLC |
9,001 |
8,994 |
-7 |
-0.08% |
| 13F Filers Exiting HYD |
|---|
| CJM Wealth Advisers Ltd. |
7,901 |
0 |
-7,901 |
-100.00% |
| Sandy Cove Advisors LLC |
6,674 |
0 |
-6,674 |
-100.00% |
| Newbridge Financial Services Group Inc. |
13 |
0 |
-13 |
-100.00% |
| Willis Johnson & Associates Inc. |
4,569 |
0 |
-4,569 |
-100.00% |
| Annapolis Financial Services LLC |
24 |
0 |
-24 |
-100.00% |
| Tennessee Valley Asset Management Partners |
86 |
0 |
-86 |
-100.00% |
| Waypoint Wealth Partners Inc. |
8,151 |
0 |
-8,151 |
-100.00% |
| Aaron Wealth Advisors |
63,778 |
0 |
-63,778 |
-100.00% |
| Financial Strategies Group Inc. |
9,916 |
0 |
-9,916 |
-100.00% |
| Cary Street Partners Investment Advisory LLC |
9,043 |
0 |
-9,043 |
-100.00% |
| Kwmg LLC |
4,962 |
0 |
-4,962 |
-100.00% |
| Naples Global Advisors LLC |
4,010 |
0 |
-4,010 |
-100.00% |
| Cutler Group LP |
700 |
0 |
-700 |
-100.00% |
| STA Wealth Management LLC |
26,742 |
0 |
-26,742 |
-100.00% |
| Fifth Third Bancorp |
944 |
0 |
-944 |
-100.00% |
See Summary: Institutional Holders of HYD
See Details: Top 10 Hedge Funds Holding HYD
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