CA
HYDW icon

Cetera Advisors’s Xtrackers Low Beta High Yield Bond ETF HYDW Stock Holding History

Cetera Advisors’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
Q1 		$5.68M Buy
123,077
+112,118
+1,023% +$5.15M 0.04% 412
2023
Q4 		$505K Buy
10,959
+1,912
+21% +$85.7K 0.01% 1119
2023
Q3 		$400K Buy
9,047
+1,035
+13% +$46.3K 0.01% 1178
2023
Q2 		$363K Buy
8,012
+1,462
+22% +$66.2K 0.01% 1204
2023
Q1 		$301K Buy
6,550
+1,886
+40% +$85.1K 0.01% 1285
2022
Q4 		$207K Buy
+4,664
New +$208K ﹤0.01% 1423

Other funds holding HYDW

AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Cetera Advisors's HYDW Position: Q1 2024 in Review

Cetera Advisors increased its Xtrackers Low Beta High Yield Bond ETF (HYDW) stake by 1,023% in Q1 2024, buying an estimated $5.15M and bringing the position to 123,077 shares worth $5.68M. The position accounts for 0.04% of the portfolio, ranked #412.

Cetera Advisors first reported a position in HYDW in Q4 2022 and has held it in 6 quarters since. 24 funds tracked by Wall St. Rank hold HYDW as of Q1 2024.

  • Cetera Advisors held 123,077 shares of Xtrackers Low Beta High Yield Bond ETF worth $5.68M as of Q1 2024.
  • Cetera Advisors bought 112,118 Xtrackers Low Beta High Yield Bond ETF shares in Q1 2024, an estimated $5.15M.
  • Xtrackers Low Beta High Yield Bond ETF made up 0.04% of Cetera Advisors's portfolio in Q1 2024, its #412 holding.
  • Cetera Advisors first reported a position in Xtrackers Low Beta High Yield Bond ETF in Q4 2022 and has held it in 6 quarters since.
  • 24 funds tracked by Wall St. Rank held Xtrackers Low Beta High Yield Bond ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.