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Xtrackers Low Beta High Yield Bond ETF

19 hedge funds and large institutions have $779M invested in Xtrackers Low Beta High Yield Bond ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

31% more capital invested

Capital invested by funds: $596M → $779M (+$183M)

12% more funds holding

Funds holding: 1719 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.48% less ownership

Funds ownership: 102.78%99.3% (-3.5%)

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
5
Increased
8
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFIMH
1
American Family Insurance Mutual Holding
Wisconsin
$762M +$187M +3,674,000 +32%
FGAM
2
Financial Gravity Asset Management
Texas
$4.77M -$2.56M -50,343 -35%
FIM
3
Freedom Investment Management
Connecticut
$4.17M +$92.1K +1,810 +2%
SAS
4
Sage Advisory Services
Texas
$3.15M +$638K +12,540 +25%
CAL
5
Capital Analysts LLC
Pennsylvania
$1.81M -$371K -7,286 -17%
Jane Street
6
Jane Street
New York
$796K +$797K +15,670 New
FTUS
7
Flow Traders U.S.
New York
$760K +$457K +8,973 +150%
PCWA
8
Pacific Capital Wealth Advisors
California
$544K -$167K -3,289 -23%
SAM
9
Secure Asset Management
Michigan
$436K +$8.29K +163 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$322K +$26.7K +525 +9%
CAS
11
Cascadia Advisory Services
Oregon
$252K +$253K +4,965 New
HI
12
Harbour Investments
Wisconsin
$105K +$11.3K +223 +12%
GWSG
13
GPS Wealth Strategies Group
Colorado
$73K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$51K
Bank of America
15
Bank of America
North Carolina
$39K +$38.9K +765 New
Morgan Stanley
16
Morgan Stanley
New York
$28K +$51 +1 +0.2%
GRP
17
Global Retirement Partners
California
$20K +$20.4K +400 New
FHA
18
First Horizon Advisors
Tennessee
$2K
Goldman Sachs
19
Goldman Sachs
New York
-$1.17M -23,000 Closed
IF
20
IRON Financial
Illinois
-$403K -7,926 Closed
KIG
21
Kowal Investment Group
Wisconsin
+$153 +3 New

HYDW Hedge Fund Activity: Q3 2021 in Review

19 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Xtrackers Low Beta High Yield Bond ETF (HYDW) for Q3 2021, worth a combined $779M — up 31% from $596M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new HYDW positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 3 trimmed.

The largest buyer was American Family Insurance Mutual Holding, adding an estimated $187M. The largest seller was Financial Gravity Asset Management, cutting an estimated $2.56M.

  • 19 institutional investors held Xtrackers Low Beta High Yield Bond ETF (HYDW) as of Q3 2021, up from 17 in Q2 2021.
  • Funds reported $779M of Xtrackers Low Beta High Yield Bond ETF stock for Q3 2021, up 31% quarter-over-quarter.
  • 5 funds opened new Xtrackers Low Beta High Yield Bond ETF positions in Q3 2021 and 2 closed out, a net change of +3 holders.
  • The largest Xtrackers Low Beta High Yield Bond ETF buyer in Q3 2021 was American Family Insurance Mutual Holding, an estimated $187M added.
  • The largest Xtrackers Low Beta High Yield Bond ETF seller in Q3 2021 was Financial Gravity Asset Management, an estimated $2.56M sold.

Based on aggregated 13F filings for Q3 2021.