Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF
ESHY
ESHY was delisted on the 13th of March, 2024.
11 hedge funds and large institutions have $5.14M invested in Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
10% more funds holding
Funds holding: 10 → 11 (+1)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
10% less capital invested
Capital invested by funds: $5.72M → $5.14M (-$574K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$411K |
| 2 |
RG
Retirement Group
San Diego,
California
|
+$18.5K |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$14.9K |
| 4 |
LPL Financial
San Diego,
California
|
+$13.2K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$18 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
-$1.14M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$27K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$24K |
| 4 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$24K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SA
1
Stewardship Advisors
Mount Joy,
Pennsylvania
| $3.38M | -$1.14M | -64,244 | -25% |
|
|
2
Jane Street
New York
| $754K | +$411K | +23,090 | +119% |
|
|
3
LPL Financial
San Diego,
California
| $464K | +$13.2K | +744 | +3% |
|
|
4
CI Investments Inc
Toronto,
Ontario, Canada
| $239K | -$24K | -1,350 | -9% |
|
|
RG
5
Retirement Group
San Diego,
California
| $146K | +$18.5K | +1,038 | +151% |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $95K | -$24K | -1,351 | -20% |
|
|
CA
7
Clearstead Advisors
Cleveland,
Ohio
| $41.9K | – | – | – |
|
|
BAM
8
Belpointe Asset Management
Reno,
Nevada
| $14.9K | +$14.9K | +838 | New |
|
|
IRC
9
Investors Research Corp
Atlanta,
Georgia
| $7.87K | – | – | – |
|
10
Morgan Stanley
New York
| $957 | – | – | – |
|
|
11
Wells Fargo
San Francisco,
California
| $18 | +$18 | +1 | New |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$27K | -1,543 | Closed |
|
ESHY Hedge Fund Activity: Q4 2022 in Review
11 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF (ESHY) for Q4 2022, worth a combined $5.14M — down 10% from $5.72M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new ESHY positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Jane Street, adding an estimated $411K. The largest seller was Stewardship Advisors, cutting an estimated $1.14M.
- 11 institutional investors held Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF (ESHY) as of Q4 2022, up from 10 in Q3 2022.
- Funds reported $5.14M of Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF stock for Q4 2022, down 10% quarter-over-quarter.
- 2 funds opened new Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF positions in Q4 2022 and 1 closed out, a net change of +1 holder.
- The largest Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF buyer in Q4 2022 was Jane Street, an estimated $411K added.
- The largest Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF seller in Q4 2022 was Stewardship Advisors, an estimated $1.14M sold.
Based on aggregated 13F filings for Q4 2022.