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Cape Investment Advisory’s Xtrackers Low Beta High Yield Bond ETF HYDW Stock Holding History

Cape Investment Advisory’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
2025
Q3 		– Sell
-105
Closed -$4.96K – 990
2025
Q2 		$4.96K Hold
105
– – ﹤0.01% 754
2025
Q1 		$4.87K Hold
105
– – ﹤0.01% 755
2024
Q4 		$4.84K Hold
105
– – ﹤0.01% 750
2024
Q3 		$4.97K Hold
105
– – ﹤0.01% 701
2024
Q2 		$4.84K Buy
+105
New +$4.81K ﹤0.01% 666

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 $936M AUM 12.9% 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
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cape Investment Advisory's HYDW Position: Q3 2025 in Review

Cape Investment Advisory sold out of Xtrackers Low Beta High Yield Bond ETF (HYDW) in Q3 2025, closing a stake of 105 shares — an estimated $4.96K sold.

Cape Investment Advisory first reported a position in HYDW in Q2 2024 and held it in 5 quarters. The position peaked at $4.97K in Q3 2024. 17 funds tracked by Wall St. Rank hold HYDW as of Q3 2025.

  • Cape Investment Advisory reported no remaining Xtrackers Low Beta High Yield Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 105 Xtrackers Low Beta High Yield Bond ETF shares in Q3 2025, an estimated $4.96K.
  • Cape Investment Advisory first reported a position in Xtrackers Low Beta High Yield Bond ETF in Q2 2024 and held it in 5 quarters.
  • Cape Investment Advisory's Xtrackers Low Beta High Yield Bond ETF position peaked at $4.97K in Q3 2024.
  • 17 funds tracked by Wall St. Rank held Xtrackers Low Beta High Yield Bond ETF as of Q3 2025.

Based on Cape Investment Advisory's 13F filing for Q3 2025, filed 29 Dec 2025.