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HYDW icon

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

NewEdge 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 		– Sell
-206
Closed -$9.5K – 3887
2023
Q4 		$9.5K Hold
206
– – ﹤0.01% 2870
2023
Q3 		$9.1K Buy
+206
New +$9.22K ﹤0.01% 2598

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
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 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

NewEdge Advisors's HYDW Position: Q1 2024 in Review

NewEdge Advisors sold out of Xtrackers Low Beta High Yield Bond ETF (HYDW) in Q1 2024, closing a stake of 206 shares — an estimated $9.5K sold.

NewEdge Advisors first reported a position in HYDW in Q3 2023 and held it in 2 quarters. The position peaked at $9.5K in Q4 2023. 24 funds tracked by Wall St. Rank hold HYDW as of Q1 2024.

  • NewEdge Advisors reported no remaining Xtrackers Low Beta High Yield Bond ETF position as of Q1 2024 after selling out during the quarter.
  • NewEdge Advisors sold 206 Xtrackers Low Beta High Yield Bond ETF shares in Q1 2024, an estimated $9.5K.
  • NewEdge Advisors first reported a position in Xtrackers Low Beta High Yield Bond ETF in Q3 2023 and held it in 2 quarters.
  • NewEdge Advisors's Xtrackers Low Beta High Yield Bond ETF position peaked at $9.5K in Q4 2023.
  • 24 funds tracked by Wall St. Rank held Xtrackers Low Beta High Yield Bond ETF as of Q1 2024.

Based on NewEdge Advisors's 13F filing for Q1 2024, filed 14 May 2024.