Xtrackers Bloomberg US Investment Grade Corporate ESG ETF
ESCR
ESCR was delisted on the 13th of March, 2024.
5 hedge funds and large institutions have $1.82M invested in Xtrackers Bloomberg US Investment Grade Corporate ESG ETF in 2016 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 2 closing their positions.
17% less funds holding
Funds holding: 6 → 5 (-1)
28% less capital invested
Capital invested by funds: $2.55M → $1.82M (-$725K)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$11.1K |
| 2 |
Morgan Stanley
New York
|
+$8.03K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.27K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$483K |
| 2 |
Jane Street
New York
|
-$303K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIM
1
Freedom Investment Management
Hartford,
Connecticut
| $1.79M | +$11.1K | +461 | +0.6% |
|
|
IA
2
IFP Advisors
Tampa,
Florida
| $17K | – | – | – |
|
|
3
Morgan Stanley
New York
| $8K | +$8.03K | +334 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $6K | +$3.27K | +136 | +109% |
|
5
Creative Planning
Overland Park,
Kansas
| $5K | – | – | – |
|
|
6
Envestnet Asset Management
Chicago,
Illinois
| – | -$483K | -20,394 | Closed |
|
|
7
Jane Street
New York
| – | -$303K | -12,791 | Closed |
|
ESCR Hedge Fund Activity: Q4 2016 in Review
5 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Xtrackers Bloomberg US Investment Grade Corporate ESG ETF (ESCR) for Q4 2016, worth a combined $1.82M — down 28% from $2.55M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of ESCR and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.
The largest buyer was Freedom Investment Management, adding an estimated $11.1K. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $483K sold.
- 5 institutional investors held Xtrackers Bloomberg US Investment Grade Corporate ESG ETF (ESCR) as of Q4 2016, down from 6 in Q3 2016.
- Funds reported $1.82M of Xtrackers Bloomberg US Investment Grade Corporate ESG ETF stock for Q4 2016, down 28% quarter-over-quarter.
- 1 fund opened new Xtrackers Bloomberg US Investment Grade Corporate ESG ETF positions in Q4 2016 and 2 closed out, a net change of -1 holder.
- The largest Xtrackers Bloomberg US Investment Grade Corporate ESG ETF buyer in Q4 2016 was Freedom Investment Management, an estimated $11.1K added.
- The largest Xtrackers Bloomberg US Investment Grade Corporate ESG ETF seller in Q4 2016 was Envestnet Asset Management, an estimated $483K sold.
Based on aggregated 13F filings for Q4 2016.