Xtrackers Bloomberg US Investment Grade Corporate ESG ETF
ESCR
ESCR was delisted on the 13th of March, 2024.
4 hedge funds and large institutions have $1.96M invested in Xtrackers Bloomberg US Investment Grade Corporate ESG ETF in 2016 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
7% more capital invested
Capital invested by funds: $1.83M → $1.96M (+$127K)
20% less funds holding
Funds holding: 5 → 4 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$197K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$9.47K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$45K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$41.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIM
1
Freedom Investment Management
Hartford,
Connecticut
| $1.4M | +$197K | +8,471 | +17% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $546K | -$41.8K | -1,798 | -7% |
|
|
3
UBS Group
Zurich,
Switzerland
| $11K | +$9.47K | +408 | +1,316% |
|
4
Creative Planning
Overland Park,
Kansas
| $5K | – | – | – |
|
|
5
Bank of America
Charlotte,
North Carolina
| – | -$45K | -1,872 | Closed |
|
ESCR Hedge Fund Activity: Q1 2016 in Review
4 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Xtrackers Bloomberg US Investment Grade Corporate ESG ETF (ESCR) for Q1 2016, worth a combined $1.96M — up 6.9% from $1.83M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of ESCR and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 2 added.
The largest buyer was Freedom Investment Management, adding an estimated $197K. The largest seller was Bank of America, exiting entirely with an estimated $45K sold.
- 4 institutional investors held Xtrackers Bloomberg US Investment Grade Corporate ESG ETF (ESCR) as of Q1 2016, down from 5 in Q4 2015.
- Funds reported $1.96M of Xtrackers Bloomberg US Investment Grade Corporate ESG ETF stock for Q1 2016, up 6.9% quarter-over-quarter.
- 0 funds opened new Xtrackers Bloomberg US Investment Grade Corporate ESG ETF positions in Q1 2016 and 1 closed out, a net change of -1 holder.
- The largest Xtrackers Bloomberg US Investment Grade Corporate ESG ETF buyer in Q1 2016 was Freedom Investment Management, an estimated $197K added.
- The largest Xtrackers Bloomberg US Investment Grade Corporate ESG ETF seller in Q1 2016 was Bank of America, an estimated $45K sold.
Based on aggregated 13F filings for Q1 2016.