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 $2.39M invested in Xtrackers Bloomberg US Investment Grade Corporate ESG ETF in 2016 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
22% more capital invested
Capital invested by funds: $1.96M → $2.39M (+$431K)
0% more funds holding
Funds holding: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$520K |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$16.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$48.1K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$11K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIM
1
Freedom Investment Management
Hartford,
Connecticut
| $1.88M | +$520K | +21,908 | +38% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $487K | -$48.1K | -2,028 | -9% |
|
|
IA
3
IFP Advisors
Tampa,
Florida
| $16K | +$16.3K | +686 | New |
|
4
Creative Planning
Overland Park,
Kansas
| $5K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| – | -$11K | -439 | Closed |
|
ESCR Hedge Fund Activity: Q2 2016 in Review
4 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Xtrackers Bloomberg US Investment Grade Corporate ESG ETF (ESCR) for Q2 2016, worth a combined $2.39M — up 22% from $1.96M a quarter earlier.
Fund positioning in ESCR was balanced in Q2 2016: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 1 trimmed.
The largest buyer was Freedom Investment Management, adding an estimated $520K. The largest seller was Envestnet Asset Management, cutting an estimated $48.1K.
- 4 institutional investors held Xtrackers Bloomberg US Investment Grade Corporate ESG ETF (ESCR) as of Q2 2016, unchanged from Q1 2016.
- Funds reported $2.39M of Xtrackers Bloomberg US Investment Grade Corporate ESG ETF stock for Q2 2016, up 22% quarter-over-quarter.
- 1 fund opened new Xtrackers Bloomberg US Investment Grade Corporate ESG ETF positions in Q2 2016 and 1 closed out, a net change of 0 holders.
- The largest Xtrackers Bloomberg US Investment Grade Corporate ESG ETF buyer in Q2 2016 was Freedom Investment Management, an estimated $520K added.
- The largest Xtrackers Bloomberg US Investment Grade Corporate ESG ETF seller in Q2 2016 was Envestnet Asset Management, an estimated $48.1K sold.
Based on aggregated 13F filings for Q2 2016.