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Xtrackers Low Beta High Yield Bond ETF
HYDW

16 hedge funds and large institutions have $440M invested in Xtrackers Low Beta High Yield Bond ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,440% more capital invested

Capital invested by funds: $9.7M → $440M (+$431M)

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

78% more funds holding

Funds holding: 9 → 16 (+7)

65.85% more ownership

Funds ownership: 29.36% → 95.21% (+66%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
16
Holders Change
+7
Holders Change %
+77.78%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
6
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AFIMH
American Family Insurance Mutual Holding
Wisconsin
+$430M
2
FIM
Freedom Investment Management
Connecticut
+$4.14M
3
FGAM
Financial Gravity Asset Management
Texas
+$2.38M
4
CAL
Capital Analysts LLC
Pennsylvania
+$594K
5
IF
IRON Financial
Illinois
+$399K

Top Sellers

Rank Fund Capital Flow
1
PCWA
Pacific Capital Wealth Advisors
California
-$5.05K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFIMH
1
American Family Insurance Mutual Holding
Wisconsin
$429M +$430M +8,500,000 New
FIM
2
Freedom Investment Management
Connecticut
$4.13M +$4.14M +81,859 New
SAS
3
Sage Advisory Services
Texas
$2.44M +$144K +2,849 +6%
CAL
4
Capital Analysts LLC
Pennsylvania
$1.92M +$594K +11,752 +45%
PCWA
5
Pacific Capital Wealth Advisors
California
$672K -$5.05K -100 -0.7%
Jane Street
6
Jane Street
New York
$663K +$374K +7,391 +128%
IF
7
IRON Financial
Illinois
$398K +$399K +7,891 New
SAM
8
Secure Asset Management
Michigan
$359K +$22.1K +437 +7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$263K +$40.8K +808 +18%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$169K – – –
HI
11
Harbour Investments
Wisconsin
$89K +$89.3K +1,767 New
GWSG
12
GPS Wealth Strategies Group
Colorado
$72K +$72.6K +1,436 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$50K – – –
Morgan Stanley
14
Morgan Stanley
New York
$28K +$28.4K +561 New
FGAM
15
Financial Gravity Asset Management
Texas
$6.64K +$2.38M +47,144 +56%
FHA
16
First Horizon Advisors
Tennessee
$2K +$2.22K +44 New

HYDW Hedge Fund Activity: Q1 2021 in Review

16 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Xtrackers Low Beta High Yield Bond ETF (HYDW) for Q1 2021, worth a combined $440M — up 4,440% from $9.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HYDW positions and 0 closed out — a net gain of 7 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was American Family Insurance Mutual Holding, opening a new position worth an estimated $430M. The largest seller was Pacific Capital Wealth Advisors, cutting an estimated $5.05K.

  • 16 institutional investors held Xtrackers Low Beta High Yield Bond ETF (HYDW) as of Q1 2021, up from 9 in Q4 2020.
  • Funds reported $440M of Xtrackers Low Beta High Yield Bond ETF stock for Q1 2021, up 4,440% quarter-over-quarter.
  • 7 funds opened new Xtrackers Low Beta High Yield Bond ETF positions in Q1 2021 and 0 closed out, a net change of +7 holders.
  • The largest Xtrackers Low Beta High Yield Bond ETF buyer in Q1 2021 was American Family Insurance Mutual Holding, an estimated $430M added.
  • The largest Xtrackers Low Beta High Yield Bond ETF seller in Q1 2021 was Pacific Capital Wealth Advisors, an estimated $5.05K sold.

Based on aggregated 13F filings for Q1 2021.