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 $1.57M invested in Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 0 closing their positions.
22% more funds holding
Funds holding: 9 → 11 (+2)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
40% less capital invested
Capital invested by funds: $2.6M → $1.57M (-$1.03M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
+$74K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$68.1K |
| 3 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$42.5K |
| 4 |
RG
Retirement Group
San Diego,
California
|
+$4.68K |
| 5 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$2.05K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$965K |
| 2 |
LPL Financial
San Diego,
California
|
-$206K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$20.5K |
| 4 |
GS
GTS Securities
New York
|
-$10.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $373K | -$965K | -53,651 | -72% |
|
|
GS
2
GTS Securities
New York
| $346K | -$10.8K | -600 | -3% |
|
|
3
LPL Financial
San Diego,
California
| $333K | -$206K | -11,463 | -38% |
|
|
RG
4
Retirement Group
San Diego,
California
| $183K | +$4.68K | +260 | +15% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $162K | +$68.1K | +3,785 | +71% |
|
|
CA
6
Clearstead Advisors
Cleveland,
Ohio
| $83.9K | +$42.5K | +2,362 | +100% |
|
|
SSWM
7
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $73.1K | +$74K | +4,116 | New |
|
|
IRC
8
Investors Research Corp
Atlanta,
Georgia
| $7.88K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $4.38K | -$20.5K | -1,142 | -82% |
|
|
FFA
10
Farther Finance Advisors
San Francisco,
California
| $2.02K | +$2.05K | +114 | New |
|
|
HI
11
Horizon Investments
Charlotte,
North Carolina
| $799 | – | – | – |
|
12
Wells Fargo
San Francisco,
California
| $2 | – | – | – |
|
ESHY Hedge Fund Activity: Q3 2023 in Review
11 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF (ESHY) for Q3 2023, worth a combined $1.57M — down 40% from $2.6M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new ESHY positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Sheets Smith Wealth Management, opening a new position worth an estimated $74K. The largest seller was Jane Street, cutting an estimated $965K.
- 11 institutional investors held Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF (ESHY) as of Q3 2023, up from 9 in Q2 2023.
- Funds reported $1.57M of Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF stock for Q3 2023, down 40% quarter-over-quarter.
- 2 funds opened new Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF positions in Q3 2023 and 0 closed out, a net change of +2 holders.
- The largest Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF buyer in Q3 2023 was Sheets Smith Wealth Management, an estimated $74K added.
- The largest Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF seller in Q3 2023 was Jane Street, an estimated $965K sold.
Based on aggregated 13F filings for Q3 2023.