Xtrackers Bloomberg US Investment Grade Corporate ESG ETF
ESCR
ESCR was delisted on the 13th of March, 2024.
9 hedge funds and large institutions have $5.14M invested in Xtrackers Bloomberg US Investment Grade Corporate ESG ETF in 2018 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
6% more capital invested
Capital invested by funds: $4.87M → $5.14M (+$269K)
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$304K |
| 2 |
Jane Street
New York
|
+$156K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$129K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$23K |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$866 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFGK
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
-$220K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$481 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIM
1
Freedom Investment Management
Hartford,
Connecticut
| $3.75M | +$304K | +12,639 | +9% |
|
|
2
Jane Street
New York
| $606K | +$156K | +6,490 | +34% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $583K | +$129K | +5,355 | +28% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $108K | -$481 | -20 | -0.4% |
|
|
5
UBS Group
Zurich,
Switzerland
| $56K | +$23K | +957 | +67% |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| $16K | – | – | – |
|
|
APA
7
American Portfolios Advisors
Holbrook,
New York
| $11.8K | – | – | – |
|
|
CF
8
Centaurus Financial
Anaheim,
California
| $1K | +$818 | +34 | New |
|
|
9
SEI Investments
Oaks,
Pennsylvania
| $1K | +$866 | +36 | +150% |
|
|
KFGK
10
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| – | -$220K | -9,110 | Closed |
|
ESCR Hedge Fund Activity: Q2 2018 in Review
9 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Xtrackers Bloomberg US Investment Grade Corporate ESG ETF (ESCR) for Q2 2018, worth a combined $5.14M — up 5.5% from $4.87M a quarter earlier.
Fund positioning in ESCR was balanced in Q2 2018: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 1 trimmed.
The largest buyer was Freedom Investment Management, adding an estimated $304K. The largest seller was Keystone Financial Group (Kentucky), exiting entirely with an estimated $220K sold.
- 9 institutional investors held Xtrackers Bloomberg US Investment Grade Corporate ESG ETF (ESCR) as of Q2 2018, unchanged from Q1 2018.
- Funds reported $5.14M of Xtrackers Bloomberg US Investment Grade Corporate ESG ETF stock for Q2 2018, up 5.5% quarter-over-quarter.
- 1 fund opened new Xtrackers Bloomberg US Investment Grade Corporate ESG ETF positions in Q2 2018 and 1 closed out, a net change of 0 holders.
- The largest Xtrackers Bloomberg US Investment Grade Corporate ESG ETF buyer in Q2 2018 was Freedom Investment Management, an estimated $304K added.
- The largest Xtrackers Bloomberg US Investment Grade Corporate ESG ETF seller in Q2 2018 was Keystone Financial Group (Kentucky), an estimated $220K sold.
Based on aggregated 13F filings for Q2 2018.