Xtrackers Bloomberg US Investment Grade Corporate ESG ETF
ESCR
ESCR was delisted on the 13th of March, 2024.
11 hedge funds and large institutions have $5.18M invested in Xtrackers Bloomberg US Investment Grade Corporate ESG ETF in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 0 closing their positions.
38% more funds holding
Funds holding: 8 → 11 (+3)
24% less capital invested
Capital invested by funds: $6.81M → $5.18M (-$1.62M)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$288K |
| 2 |
KFGK
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
+$205K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$11.8K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$23 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$2.13M |
| 2 |
Jane Street
New York
|
-$151K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$37.9K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$11.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIM
1
Freedom Investment Management
Hartford,
Connecticut
| $1.81M | -$2.13M | -92,579 | -54% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $1.02M | -$37.9K | -1,645 | -4% |
|
|
3
Jane Street
New York
| $1.01M | -$151K | -6,550 | -13% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $655K | +$11.8K | +514 | +2% |
|
|
5
Citadel Advisors
Miami,
Florida
| $290K | +$288K | +12,498 | New |
|
|
KFGK
6
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $206K | +$205K | +8,878 | New |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $107K | – | – | – |
|
|
ASN
8
Advisory Services Network
Atlanta,
Georgia
| $57K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $25K | -$11.5K | -497 | -31% |
|
|
APA
10
American Portfolios Advisors
Holbrook,
New York
| $11.6K | – | – | – |
|
|
11
Wells Fargo
San Francisco,
California
| – | +$23 | +1 | New |
|
ESCR Hedge Fund Activity: Q1 2019 in Review
11 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Xtrackers Bloomberg US Investment Grade Corporate ESG ETF (ESCR) for Q1 2019, worth a combined $5.18M — down 24% from $6.81M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ESCR positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 4 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $288K. The largest seller was Freedom Investment Management, cutting an estimated $2.13M.
- 11 institutional investors held Xtrackers Bloomberg US Investment Grade Corporate ESG ETF (ESCR) as of Q1 2019, up from 8 in Q4 2018.
- Funds reported $5.18M of Xtrackers Bloomberg US Investment Grade Corporate ESG ETF stock for Q1 2019, down 24% quarter-over-quarter.
- 3 funds opened new Xtrackers Bloomberg US Investment Grade Corporate ESG ETF positions in Q1 2019 and 0 closed out, a net change of +3 holders.
- The largest Xtrackers Bloomberg US Investment Grade Corporate ESG ETF buyer in Q1 2019 was Citadel Advisors, an estimated $288K added.
- The largest Xtrackers Bloomberg US Investment Grade Corporate ESG ETF seller in Q1 2019 was Freedom Investment Management, an estimated $2.13M sold.
Based on aggregated 13F filings for Q1 2019.