OC
HYDW icon

Optima Capital’s Xtrackers Low Beta High Yield Bond ETF HYDW Stock Holding History

Optima Capital’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
2026
Q1 		– Sell
-2,580
Closed -$122K – 679
2025
Q4 		$122K Buy
+2,580
New +$122K 0.05% 202

Other funds holding HYDW

FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Optima Capital's HYDW Position: Q1 2026 in Review

Optima Capital sold out of Xtrackers Low Beta High Yield Bond ETF (HYDW) in Q1 2026, closing a stake of 2,580 shares — an estimated $122K sold.

Optima Capital first reported a position in HYDW in Q4 2025 and held it in 1 quarter. The position peaked at $122K in Q4 2025. 17 funds tracked by Wall St. Rank hold HYDW as of Q1 2026.

  • Optima Capital reported no remaining Xtrackers Low Beta High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 2,580 Xtrackers Low Beta High Yield Bond ETF shares in Q1 2026, an estimated $122K.
  • Optima Capital first reported a position in Xtrackers Low Beta High Yield Bond ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Xtrackers Low Beta High Yield Bond ETF position peaked at $122K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Xtrackers Low Beta High Yield Bond ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.