Xtrackers Bloomberg US Investment Grade Corporate ESG ETF
ESCR
ESCR was delisted on the 13th of March, 2024.
8 hedge funds and large institutions have $6.81M invested in Xtrackers Bloomberg US Investment Grade Corporate ESG ETF in 2018 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
33% more capital invested
Capital invested by funds: $5.14M → $6.81M (+$1.68M)
11% less funds holding
Funds holding: 9 → 8 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1,000K |
| 2 |
Jane Street
New York
|
+$638K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$45.6K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.38K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$40.9K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.38K |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
-$1K |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIM
1
Freedom Investment Management
Hartford,
Connecticut
| $3.74M | -$40.9K | -1,718 | -1% |
|
|
2
Jane Street
New York
| $1.25M | +$638K | +26,822 | +104% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $1M | +$1,000K | +42,003 | New |
|
|
4
Bank of America
Charlotte,
North Carolina
| $634K | +$45.6K | +1,914 | +8% |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $112K | +$2.38K | +100 | +2% |
|
|
6
UBS Group
Zurich,
Switzerland
| $55K | -$2.38K | -100 | -4% |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| $16K | – | – | – |
|
|
APA
8
American Portfolios Advisors
Holbrook,
New York
| $11.9K | – | – | – |
|
|
9
SEI Investments
Oaks,
Pennsylvania
| – | -$1K | -60 | Closed |
|
|
CF
10
Centaurus Financial
Anaheim,
California
| – | -$1K | -34 | Closed |
|
ESCR Hedge Fund Activity: Q3 2018 in Review
8 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Xtrackers Bloomberg US Investment Grade Corporate ESG ETF (ESCR) for Q3 2018, worth a combined $6.81M — up 33% from $5.14M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of ESCR and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 3 added.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $1,000K. The largest seller was Freedom Investment Management, cutting an estimated $40.9K.
- 8 institutional investors held Xtrackers Bloomberg US Investment Grade Corporate ESG ETF (ESCR) as of Q3 2018, down from 9 in Q2 2018.
- Funds reported $6.81M of Xtrackers Bloomberg US Investment Grade Corporate ESG ETF stock for Q3 2018, up 33% quarter-over-quarter.
- 1 fund opened new Xtrackers Bloomberg US Investment Grade Corporate ESG ETF positions in Q3 2018 and 2 closed out, a net change of -1 holder.
- The largest Xtrackers Bloomberg US Investment Grade Corporate ESG ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $1,000K added.
- The largest Xtrackers Bloomberg US Investment Grade Corporate ESG ETF seller in Q3 2018 was Freedom Investment Management, an estimated $40.9K sold.
Based on aggregated 13F filings for Q3 2018.