HI

Hyundai Investments Co., Ltd.

Concentrated strategyMomentum follower

Total reported value

$88.7M

Reporting period: 2026-03-31 · Number of holdings: 72

Hyundai Investments Co., Ltd. disclosed 72 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $88.7M and a quarterly turnover rate of 30.7%.

Personality snowflake

Concentration
100
Portfolio Stability
30.7
Momentum/Contrarian
100
Sector conviction
0
Diversification
100
Sizing Uniformity
53.72

Recent moves

  • Trim CMTG

    -0.2%　-$14.1M

  • Add XLK

    +430.6%　$2.8M

  • Add LBAY

    +171.0%　$1.1M

  • Add GLD

    +9.9%　$434.6K

  • Add MTUM

    +57.7%　$478.5K

  • Add PSP

    +174.3%　$539.4K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1CMTGClaros Mortgage Trust INCStock-Other54.89%-6.28%-0.25%
2XLKSs Technology Select SectorETF-Tech4.05%+3.30%+430.58%
3GLDSpdr Gold SharesETF-Commodities3.94%+0.96%+9.88%
4LBAYLeatherback Long/short Alt YETF-Other1.78%+1.29%+170.99%
5MTUMIshares Msci USA Momentum FaETF-Other1.77%+0.71%+57.71%
6IJTIshares S&p Small-cap 600 GrETF-Other1.15%+0.33%+24.41%
7VNQVanguard Real Estate ETFETF-Other1.15%+0.66%+108.43%
8IVWIshares S&p 500 Growth ETFETF-Large Cap & Growth1.12%+0.29%+33.95%
9IJKIshares S&p Mid-cap 400 GrowETF-Other1.12%+0.41%+37.15%
10PSPInvesco Global Listed PrivatETF-Other1.10%+0.68%+174.34%
11XLYSs Consumer Disc Select SectETF-Other0.96%-0.16%-15.38%
12SPHBInvesco S&p 500 High Beta EtETF-Large Cap & Growth0.95%+0.61%+159.24%
13IJSIshares S&p Small-cap 600 VaETF-Other0.76%-0.06%-19.81%
14SWANAmplify Blckswn Grow TrsryETF-Other0.71%+0.29%+58.39%
15FTLSFirst Trust Long/short EqtyETF-Other0.68%—+20.89%
16IBNDState Street Spdr BloombergETF-Other0.65%—-6.31%
17XLISs Industrial Select SectorETF-Other0.64%—-6.93%
18LQDIshr Ibx Usd Invgd Cb Etf-uiETF-Corp Bonds0.63%—-6.61%
19XLESs Energy Select SectorETF-Other0.62%+0.25%+6.54%
20VNQIVanguard Glbl Ex-us Real EstETF-Other0.60%-0.20%-30.85%
21PTLCPacer Trendpilot US Large CaETF-Other0.60%+0.22%+48.63%
22IJJIshares S&p Mid-cap 400 ValuETF-Other0.59%—-11.95%
23CWBSs Spdr Bb Conv Sec ETFETF-Other0.58%—+15.26%
24XLBSs Materials Select SectorETF-Other0.57%—-16.41%
25EMHYIshares J.p. Morgan Em HighETF-Other0.52%-0.03%-14.49%
26SPHQInvesco S&p 500 Quality ETFETF-Large Cap & Growth0.52%-0.04%-16.71%
27XLCSs Comm Select Sector SpdrETF-Other0.52%-0.13%-24.52%
28TLTIshares 20+ Year Treasury BdETF-Gov Bonds0.51%—-4.01%
29VTEBVanguard Tax-exempt Bond ETFETF-Other0.50%-0.06%-20.94%
30MLNVaneck Long Muni ETFETF-Other0.50%-0.12%-29.89%
31PKWInvesco Buyback Achievers EtETF-Other0.50%—-8.45%
32VBNDVident US Bond Strat ETFETF-Other0.50%-0.03%-18.08%
33POWAInvesco Bloomberg Pricing PoETF-Other0.49%-0.04%-14.86%
34XLPSs Consumer Staples Sel SectETF-Other0.49%—+22.28%
35VWOBVanguard Emerg Mkts Gov BndETF-Other0.49%—-11.43%
36CMBSIshares Cmbs ETFETF-Other0.49%-0.07%-24.78%
37IGHGProshares Ig HedgedETF-Other0.47%—-4.86%
38XLFSs Financial Select SectorETF-Other0.46%-0.06%-12.67%
39MBBIshares Mbs ETFETF-Other0.44%-0.07%-25.67%
40ITMVaneck Intermediate Muni ETFETF-Other0.43%-0.11%-28.79%
41BSVVanguard Short-term Bond ETFETF-Other0.43%—-19.03%
42SMMUPimco Shrt Trm Muni Bnd ETFETF-Other0.42%-0.04%-20.68%
43VYMIVanguard Int High Dvd Yld InETF-Other0.42%-0.13%-35.47%
44MNANyli Merger Arbitrage ETFETF-Other0.41%—-17.48%
45QYLDGlobal X Nasd 100 Cov CallETF-Other0.41%—-3.61%
46JNKSs Spdr Bb High Yield BondETF-High Yield0.40%—-17.34%
47IFLNInvesco Bloomberg Enhanced FETF-Other0.39%-0.05%-19.64%
48XLUSt Sr Utl Sl Se Spdr Etf-usdETF-Other0.39%-0.22%-48.16%
49HDGProshares Hedge Replicat ETFETF-Other0.39%—-15.59%
50IVEIshares S&p 500 Value ETFETF-Large Cap & Growth0.39%-0.07%-24.86%
1–50 of 72

Holding changes this quarter

Hyundai Investments Co., Ltd.'s most significant position changes for 2026-03-31: Trim: Claros Mortgage Trust INC (CMTG) — shares -0.25%; Add: Ss Technology Select Sector (XLK) — shares +430.58%; Add: Leatherback Long/short Alt Y (LBAY) — shares +170.99%; Add: Spdr Gold Shares (GLD) — shares +9.88%; Add: Ishares Msci USA Momentum Fa (MTUM) — shares +57.71%.

Position changes disclosed by Hyundai Investments Co., Ltd. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1XLKSs Technology Select Sector+3.3%+430.58%Add
2LBAYLeatherback Long/short Alt Y+1.3%+170.99%Add
3GLDSpdr Gold Shares+1%+9.88%Add
4MTUMIshares Msci USA Momentum Fa+0.7%+57.71%Add
5PSPInvesco Global Listed Privat+0.7%+174.34%Add
6VNQVanguard Real Estate ETF+0.7%+108.43%Add
7SPHBInvesco S&p 500 High Beta Et+0.6%+159.24%Add
8IJKIshares S&p Mid-cap 400 Grow+0.4%+37.15%Add
9IJTIshares S&p Small-cap 600 Gr+0.3%+24.41%Add
10SWANAmplify Blckswn Grow Trsry+0.3%+58.39%Add
11IVWIshares S&p 500 Growth ETF+0.3%+33.95%Add
12XLESs Energy Select Sector+0.3%+6.54%Add
13PTLCPacer Trendpilot US Large Ca+0.2%+48.63%Add
14VBNDVident US Bond Strat ETF0%-18.08%Trim
15EMHYIshares J.p. Morgan Em High0%-14.49%Trim
16POWAInvesco Bloomberg Pricing Po0%-14.86%Trim
17SPHQInvesco S&p 500 Quality ETF0%-16.71%Trim
18SMMUPimco Shrt Trm Muni Bnd ETF0%-20.68%Trim
19WIPState Street Spdr Ftse Inter-0.1%-23.07%Trim
20IFLNInvesco Bloomberg Enhanced F-0.1%-19.64%Trim
21IJSIshares S&p Small-cap 600 Va-0.1%-19.81%Trim
22XLFSs Financial Select Sector-0.1%-12.67%Trim
23VTEBVanguard Tax-exempt Bond ETF-0.1%-20.94%Trim
24PTBDPacer Trendpilot US Bond ETF-0.1%-24.41%Trim
25VCSHVanguard S/t CORP Bond ETF-0.1%-23.55%Trim
26CMBSIshares Cmbs ETF-0.1%-24.78%Trim
27MBBIshares Mbs ETF-0.1%-25.67%Trim
28IVEIshares S&p 500 Value ETF-0.1%-24.86%Trim
29HYDVaneck High Yield Muni ETF-0.1%-30.21%Trim
30NOBLProshares S&p 500 Dividend A-0.1%-35.45%Trim
31ITMVaneck Intermediate Muni ETF-0.1%-28.79%Trim
32SPLVInvesco S&p 500 Low Volatili-0.1%-39.25%Trim
33MLNVaneck Long Muni ETF-0.1%-29.89%Trim
34DBMFImgp Dbi Managed Futures Str-0.1%-39.71%Trim
35XLCSs Comm Select Sector Spdr-0.1%-24.52%Trim
36VYMIVanguard Int High Dvd Yld In-0.1%-35.47%Trim
37XLVSs Health Care Select Sector-0.1%-32.35%Trim
38ACWVIshares Msci Global Min Vol-0.1%-42.47%Trim
39DVYEIshares Emerging Markets Div-0.1%-46.24%Trim
40EWXState Street Spdr S&p Emergi-0.1%-48.59%Trim
41XLYSs Consumer Disc Select Sect-0.2%-15.38%Trim
42EEMIshares Msci Emerging Market-0.2%-49.34%Trim
43VNQIVanguard Glbl Ex-us Real Est-0.2%-30.85%Trim
44EFVIshares Msci Eafe Value ETF-0.2%-57.00%Trim
45XLUSt Sr Utl Sl Se Spdr Etf-usd-0.2%-48.16%Trim
46IMTMIshares Msci Intl Momentum F-0.2%-54.34%Trim
47EFGIshares Msci Eafe Growth ETF-0.2%-55.76%Trim
48DWXState Street Spdr S&p Intern-0.3%-54.08%Trim
49IQLTIshares Msci International Q-0.3%-58.74%Trim
50CMTGClaros Mortgage Trust INC-6.3%-0.25%Trim

FAQ

What is Hyundai Investments Co., Ltd. and what type of investor is it?
Hyundai Investments Co., Ltd. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $88.7M, spread across 72 disclosed positions.
What are Hyundai Investments Co., Ltd.'s largest equity positions?
Based on the latest 13F filing, Hyundai Investments Co., Ltd.'s top holdings by market value are: 1. Claros Mortgage Trust INC (CMTG) — $48.7M (54.9%) 2. Ss Technology Select Sector (XLK) — $3.6M (4.0%) 3. Spdr Gold Shares (GLD) — $3.5M (3.9%) 4. Leatherback Long/short Alt Y (LBAY) — $1.6M (1.8%) 5. Ishares Msci USA Momentum Fa (MTUM) — $1.6M (1.8%)
What changes did Hyundai Investments Co., Ltd. make in its most recent portfolio filing?
In the latest reported quarter, Hyundai Investments Co., Ltd. made 50 notable position adjustments: 0 new positions were initiated, 13 existing holdings were added to, 37 positions were partially reduced, and 0 were completely exited. The largest of these moves: Trim: Claros Mortgage Trust INC (CMTG) — shares -0.25%; Add: Ss Technology Select Sector (XLK) — shares +430.58%; Add: Leatherback Long/short Alt Y (LBAY) — shares +170.99%; Add: Spdr Gold Shares (GLD) — shares +9.88%; Add: Ishares Msci USA Momentum Fa (MTUM) — shares +57.71%
What sectors does Hyundai Investments Co., Ltd. focus on?
Sector breakdown data is not yet available for Hyundai Investments Co., Ltd.. Check back after the next 13F processing cycle.