Bank of Montreal
HYDW icon

Bank of Montreal’s Xtrackers Low Beta High Yield Bond ETF HYDW Stock Holding History

Bank of Montreal’s Portfolio HYDW Stock Details HYDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,362
Closed -$112K – 3722
2024
Q3 		$112K Buy
+2,362
New +$110K ﹤0.01% 3213
2024
Q2 		– Sell
-21,406
Closed -$989K – 4037
2024
Q1 		$989K Buy
+21,406
New +$984K ﹤0.01% 2011

Other funds holding HYDW

AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FGC
Financial Gravity Companies Lakeway, Texas $509M AUM
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Bank of Montreal's HYDW Position: Q4 2024 in Review

Bank of Montreal sold out of Xtrackers Low Beta High Yield Bond ETF (HYDW) in Q4 2024, closing a stake of 2,362 shares — an estimated $112K sold.

Bank of Montreal first reported a position in HYDW in Q1 2024 and held it in 2 quarters. The position peaked at $989K in Q1 2024. 19 funds tracked by Wall St. Rank hold HYDW as of Q4 2024.

  • Bank of Montreal reported no remaining Xtrackers Low Beta High Yield Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 2,362 Xtrackers Low Beta High Yield Bond ETF shares in Q4 2024, an estimated $112K.
  • Bank of Montreal first reported a position in Xtrackers Low Beta High Yield Bond ETF in Q1 2024 and held it in 2 quarters.
  • Bank of Montreal's Xtrackers Low Beta High Yield Bond ETF position peaked at $989K in Q1 2024.
  • 19 funds tracked by Wall St. Rank held Xtrackers Low Beta High Yield Bond ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.