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 $2.71M invested in Xtrackers Bloomberg US Investment Grade Corporate ESG ETF in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 3 closing their positions.
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
35% less capital invested
Capital invested by funds: $4.18M → $2.71M (-$1.46M)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$770K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$381K |
| 3 |
LFG
LifePlan Financial Group
Dayton,
Ohio
|
+$3.01K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$1.84K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$24 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$1.33M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.24M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$95.2K |
| 4 |
KFGK
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
-$3.74K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.55K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $1.71M | +$770K | +32,733 | +85% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $387K | +$381K | +16,189 | New |
|
|
3
Citadel Advisors
Miami,
Florida
| $254K | -$95.2K | -4,047 | -28% |
|
|
KFGK
4
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $210K | -$3.74K | -159 | -2% |
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $110K | -$1.27K | -54 | -1% |
|
|
6
UBS Group
Zurich,
Switzerland
| $23K | -$3.55K | -151 | -14% |
|
|
AG
7
Advisor Group
Phoenix,
Arizona
| $22K | +$1.84K | +78 | +9% |
|
|
LFG
8
LifePlan Financial Group
Dayton,
Ohio
| $3K | +$3.01K | +128 | New |
|
|
FIM
9
Freedom Investment Management
Hartford,
Connecticut
| – | -$1.33M | -57,063 | Closed |
|
|
10
Envestnet Asset Management
Chicago,
Illinois
| – | -$1.24M | -53,427 | Closed |
|
|
GWM
11
Geneos Wealth Management
Englewood,
Colorado
| – | -$2K | -114 | Closed |
|
|
12
Wells Fargo
San Francisco,
California
| – | +$24 | +1 | New |
|
ESCR Hedge Fund Activity: Q4 2019 in Review
9 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Xtrackers Bloomberg US Investment Grade Corporate ESG ETF (ESCR) for Q4 2019, worth a combined $2.71M — down 35% from $4.18M a quarter earlier.
Fund positioning in ESCR was balanced in Q4 2019: 3 funds opened new positions, 3 closed out, 2 added to existing stakes and 4 trimmed.
The largest buyer was Jane Street, adding an estimated $770K. The largest seller was Freedom Investment Management, exiting entirely with an estimated $1.33M sold.
- 9 institutional investors held Xtrackers Bloomberg US Investment Grade Corporate ESG ETF (ESCR) as of Q4 2019, unchanged from Q3 2019.
- Funds reported $2.71M of Xtrackers Bloomberg US Investment Grade Corporate ESG ETF stock for Q4 2019, down 35% quarter-over-quarter.
- 3 funds opened new Xtrackers Bloomberg US Investment Grade Corporate ESG ETF positions in Q4 2019 and 3 closed out, a net change of 0 holders.
- The largest Xtrackers Bloomberg US Investment Grade Corporate ESG ETF buyer in Q4 2019 was Jane Street, an estimated $770K added.
- The largest Xtrackers Bloomberg US Investment Grade Corporate ESG ETF seller in Q4 2019 was Freedom Investment Management, an estimated $1.33M sold.
Based on aggregated 13F filings for Q4 2019.