Xtrackers Low Beta High Yield Bond ETF
HYDW
23 hedge funds and large institutions have $1.14B invested in Xtrackers Low Beta High Yield Bond ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 10 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
0.34% less ownership
Funds ownership: 99.56% → 99.21% (-0.34%)
15% less funds holding
Funds holding: 27 → 23 (-4)
24% less capital invested
Capital invested by funds: $1.5B → $1.14B (-$366M)
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
+$27.7M |
| 2 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
+$3.18M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.99M |
| 4 |
CM
Columbus Macro
New Castle,
Pennsylvania
|
+$2.05M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFIMH
American Family Insurance Mutual Holding
Madison,
Wisconsin
|
-$285M |
| 2 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$7.86M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$3.48M |
| 4 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$657K |
| 5 |
SAM
Secure Asset Management
Troy,
Michigan
|
-$454K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MOS
26
MGO One Seven
Beachwood,
Ohio
| – | -$365K | -7,566 | Closed |
|
|
AWM
27
AE Wealth Management
Topeka,
Kansas
| – | -$206K | -4,283 | Closed |
|
28
Osaic Holdings
Scottsdale,
Arizona
| – | -$76.9K | -1,664 | -99% |
|
|
CFGS
29
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$17.4K | -377 | Closed |
|
|
GWM
30
Geneos Wealth Management
Englewood,
Colorado
| – | -$9K | -202 | Closed |
|
|
NFSG
31
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$3K | -67 | Closed |
|
32
Morgan Stanley
New York
| – | +$46 | +1 | +100% |
|
HYDW Hedge Fund Activity: Q2 2022 in Review
23 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Xtrackers Low Beta High Yield Bond ETF (HYDW) for Q2 2022, worth a combined $1.14B — down 24% from $1.5B a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of HYDW and 6 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 7 added.
The largest buyer was Capital Analysts LLC, adding an estimated $27.7M. The largest seller was American Family Insurance Mutual Holding, cutting an estimated $285M.
- 23 institutional investors held Xtrackers Low Beta High Yield Bond ETF (HYDW) as of Q2 2022, down from 27 in Q1 2022.
- Funds reported $1.14B of Xtrackers Low Beta High Yield Bond ETF stock for Q2 2022, down 24% quarter-over-quarter.
- 6 funds opened new Xtrackers Low Beta High Yield Bond ETF positions in Q2 2022 and 10 closed out, a net change of -4 holders.
- The largest Xtrackers Low Beta High Yield Bond ETF buyer in Q2 2022 was Capital Analysts LLC, an estimated $27.7M added.
- The largest Xtrackers Low Beta High Yield Bond ETF seller in Q2 2022 was American Family Insurance Mutual Holding, an estimated $285M sold.
Based on aggregated 13F filings for Q2 2022.