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 $4.18M invested in Xtrackers Bloomberg US Investment Grade Corporate ESG ETF in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
0% more capital invested
Capital invested by funds: $4.16M → $4.18M (+$17K)
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 |
Envestnet Asset Management
Chicago,
Illinois
|
+$219K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$89.8K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$20.1K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.17K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$257 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRWM
Castle Rock Wealth Management
Walnut Creek,
California
|
-$207K |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$50.1K |
| 3 |
Jane Street
New York
|
-$18.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIM
1
Freedom Investment Management
Hartford,
Connecticut
| $1.33M | -$50.1K | -2,147 | -4% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $1.24M | +$219K | +9,363 | +21% |
|
|
3
Jane Street
New York
| $898K | -$18.9K | -809 | -2% |
|
|
4
Citadel Advisors
Miami,
Florida
| $342K | +$89.8K | +3,850 | +36% |
|
|
KFGK
5
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $208K | – | – | – |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $108K | +$1.17K | +50 | +1% |
|
|
7
UBS Group
Zurich,
Switzerland
| $26K | +$257 | +11 | +1% |
|
|
AG
8
Advisor Group
Phoenix,
Arizona
| $20K | +$20.1K | +861 | New |
|
|
GWM
9
Geneos Wealth Management
Englewood,
Colorado
| $2K | – | – | – |
|
|
CRWM
10
Castle Rock Wealth Management
Walnut Creek,
California
| – | -$207K | -8,901 | Closed |
|
ESCR Hedge Fund Activity: Q3 2019 in Review
9 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Xtrackers Bloomberg US Investment Grade Corporate ESG ETF (ESCR) for Q3 2019, worth a combined $4.18M — up 0.41% from $4.16M a quarter earlier.
Fund positioning in ESCR was balanced in Q3 2019: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 2 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $219K. The largest seller was Castle Rock Wealth Management, exiting entirely with an estimated $207K sold.
- 9 institutional investors held Xtrackers Bloomberg US Investment Grade Corporate ESG ETF (ESCR) as of Q3 2019, unchanged from Q2 2019.
- Funds reported $4.18M of Xtrackers Bloomberg US Investment Grade Corporate ESG ETF stock for Q3 2019, up 0.41% quarter-over-quarter.
- 1 fund opened new Xtrackers Bloomberg US Investment Grade Corporate ESG ETF positions in Q3 2019 and 1 closed out, a net change of 0 holders.
- The largest Xtrackers Bloomberg US Investment Grade Corporate ESG ETF buyer in Q3 2019 was Envestnet Asset Management, an estimated $219K added.
- The largest Xtrackers Bloomberg US Investment Grade Corporate ESG ETF seller in Q3 2019 was Castle Rock Wealth Management, an estimated $207K sold.
Based on aggregated 13F filings for Q3 2019.