Hyundai Investments Co., Ltd. — 13F Holdings & Portfolio

CIK 1892772 · latest 13F-HR filed 2026-08-14

Hyundai Investments Co., Ltd. manages $92.3M in 13F-reported U.S. long-equity assets across 72 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are CMTG (51.87%), GLD (1.00%), VNQ (0.85%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 56, and trimmed 12.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
10F SHINYOUNG SECURITIES BUILDING
16 GUKJEGEUMYUNG-RO 8-GIL
YEONGDEUNGPO-GU, SEOUL 07330
Phone
82-2-6276-7089
Filing Manager
Hyundai Investments Co., Ltd.
YEONGDEUNGPO-GU, SEOUL, M5
Signatory
Hongseok Choi
Director
Loading holdings…
AUM

$92.3M

Long-equity book

Holdings

72

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+0 / −0 / ↑56 / ↓12

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$450.9K +220.4%
  • SPDR INDEX SHS FDS$431.7K +250.6%
  • ISHARES TR$377.4K +196.3%
  • ISHARES TR$373.6K +95.9%
  • ISHARES TR$368.8K +182.7%
Show all 56

Top Trims

  • SELECT SECTOR SPDR TR-$2.9M -79.9%
  • SPDR GOLD TR-$2.6M -73.6%
  • TIDAL TRUST I-$991.1K -62.9%
  • ISHARES TR-$856.5K -54.7%
  • INVESCO EXCHANGE TRADED FD T-$415.8K -42.8%
Show all 12

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 CLAROS MTG TR INC CMTG 18270D106 $47.9M 51.87% 20,373,331 SH
2 SPDR GOLD TR GLD 78463V107 $922.9K 1.00% 2,504 SH
3 VANGUARD INDEX FDS VNQ 922908553 $788.4K 0.85% 8,033 SH
4 ISHARES TR CMBS 46429B366 $764.7K 0.83% 15,694 SH
5 ISHARES TR MBB 464288588 $763.3K 0.83% 8,037 SH
6 VANGUARD INTL EQUITY INDEX F VNQI 922042676 $742.3K 0.80% 16,416 SH
7 SELECT SECTOR SPDR TR XLK 81369Y803 $722.5K 0.78% 3,897 SH
8 ISHARES TR MTUM 46432F396 $710.0K 0.77% 2,113 SH
9 SPDR SERIES TRUST CWB 78464A359 $686.2K 0.74% 6,405 SH
10 VANECK ETF TRUST MLN 92189F536 $681.8K 0.74% 38,280 SH
11 ISHARES TR LQD 464287242 $680.6K 0.74% 6,204 SH
12 ISHARES INC EMHY 464286285 $679.9K 0.74% 16,705 SH
13 ETF SER SOLUTIONS VBND 26922A602 $673.3K 0.73% 15,378 SH
14 PROSHARES TR IGHG 74347B607 $669.6K 0.73% 8,550 SH
15 ISHARES TR TLT 464287432 $665.1K 0.72% 7,605 SH
16 INVESCO EXCH TRADED FD TR II SPHB 46138E370 $664.9K 0.72% 4,341 SH
17 ISHARES TR FALN 46435G474 $656.9K 0.71% 24,116 SH
18 INVESCO EXCH TRADED FD TR II IFLN 46138E719 $656.7K 0.71% 35,885 SH
19 ISHARES TR EEM 464287234 $655.5K 0.71% 9,721 SH
20 VANGUARD MUN BD FDS VTEB 922907746 $654.4K 0.71% 12,923 SH
21 SPDR SERIES TRUST JNK 78468R622 $654.4K 0.71% 6,788 SH
22 ISHARES TR IJT 464287887 $653.9K 0.71% 3,700 SH
23 VANECK ETF TRUST ITM 92189H201 $651.9K 0.71% 13,864 SH
24 SPDR SERIES TRUST IBND 78464A151 $645.8K 0.70% 20,684 SH
25 VANECK ETF TRUST HYD 92189H409 $645.2K 0.70% 12,492 SH
26 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $644.8K 0.70% 8,147 SH
27 VANGUARD WHITEHALL FDS VWOB 921946885 $633.6K 0.69% 9,390 SH
28 NEW YORK LIFE INVESTMENTS ET MNA 45409B800 $630.3K 0.68% 17,269 SH
29 SELECT SECTOR SPDR TR XLU 81369Y886 $629.4K 0.68% 13,677 SH
30 VANGUARD WHITEHALL FDS VYMI 921946794 $626.8K 0.68% 6,380 SH
31 PACER FDS TR PTLC 69374H105 $624.5K 0.68% 10,806 SH
32 LITMAN GREGORY FDS TR DBMF 53700T827 $624.3K 0.68% 20,558 SH
33 PROSHARES TR HDG 74347X294 $623.5K 0.68% 11,431 SH
34 PIMCO ETF TR SMMU 72201R874 $622.7K 0.67% 12,324 SH
35 ISHARES TR IJS 464287879 $621.2K 0.67% 4,556 SH
36 INVESCO EXCHANGE TRADED FD T SPHQ 46137V241 $617.4K 0.67% 6,953 SH
37 ISHARES TR IVW 464287309 $617.1K 0.67% 4,551 SH
38 ISHARES TR IEF 464287440 $615.1K 0.67% 6,471 SH
39 PACER FDS TR PTBD 69374H642 $613.6K 0.66% 32,008 SH
40 AMPLIFY ETF TR SWAN 032108888 $613.0K 0.66% 18,425 SH
41 SELECT SECTOR SPDR TR XLI 81369Y704 $611.7K 0.66% 3,347 SH
42 ISHARES TR IJK 464287606 $610.7K 0.66% 5,267 SH
43 FIRST TR EXCH TRADED FD III FTLS 33739P103 $609.1K 0.66% 8,273 SH
44 VANGUARD BD INDEX FDS BSV 921937827 $607.6K 0.66% 7,788 SH
45 SPDR INDEX SHS FDS EWX 78463X756 $604.0K 0.65% 8,247 SH
46 ISHARES TR IJJ 464287705 $598.4K 0.65% 4,063 SH
47 SELECT SECTOR SPDR TR XLY 81369Y407 $594.7K 0.64% 5,078 SH
48 GLOBAL X FDS QYLD 37954Y483 $586.2K 0.64% 32,140 SH
49 SELECT SECTOR SPDR TR XLF 81369Y605 $585.9K 0.63% 10,907 SH
50 TIDAL TRUST I LBAY 886364850 $585.3K 0.63% 23,111 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $92.3M 72 0001104659-26-096370
2026-03-31 2026-05-15 $88.7M 72 0001104659-26-061645
2025-12-31 2026-02-17 $102.6M 72 0001104659-26-015602
2025-09-30 2025-11-14 $68.4M 1 0001104659-25-111851