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Xtrackers Low Beta High Yield Bond ETF

18 hedge funds and large institutions have $1.02B invested in Xtrackers Low Beta High Yield Bond ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

30% more capital invested

Capital invested by funds: $779M → $1.02B (+$236M)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

1.12% less ownership

Funds ownership: 99.3%98.18% (-1.1%)

5% less funds holding

Funds holding: 1918 (-1)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
4
Increased
7
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFIMH
1
American Family Insurance Mutual Holding
Wisconsin
$1B +$242M +4,798,282 +32%
FIM
2
Freedom Investment Management
Connecticut
$4.1M -$54.5K -1,080 -1%
SAS
3
Sage Advisory Services
Texas
$3.04M -$89.2K -1,767 -3%
Jane Street
4
Jane Street
New York
$2.82M +$2.02M +40,025 +255%
CAL
5
Capital Analysts LLC
Pennsylvania
$1.67M -$132K -2,625 -7%
PCWA
6
Pacific Capital Wealth Advisors
California
$542K +$151 +3 +0%
SAM
7
Secure Asset Management
Michigan
$507K +$72.3K +1,433 +17%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$381K +$60.4K +1,197 +19%
VA
9
Valmark Advisers
Ohio
$371K +$370K +7,340 New
AR
10
Apeiron RIA
Texas
$269K +$269K +5,327 New
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$183K +$182K +3,611 New
GWSG
12
GPS Wealth Strategies Group
Colorado
$73K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$51K
Bank of America
14
Bank of America
North Carolina
$39K +$202 +4 +0.5%
Morgan Stanley
15
Morgan Stanley
New York
$28K
FGAM
16
Financial Gravity Asset Management
Texas
$16.6K +$249K +4,945 +5%
FHA
17
First Horizon Advisors
Tennessee
$2K
UBS Group
18
UBS Group
Switzerland
$1K +$757 +15 New
FTUS
19
Flow Traders U.S.
New York
-$760K -14,968 Closed
HI
20
Harbour Investments
Wisconsin
-$105K -2,059 Closed
GRP
21
Global Retirement Partners
California
-$20K -400 Closed

HYDW Hedge Fund Activity: Q4 2021 in Review

18 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Xtrackers Low Beta High Yield Bond ETF (HYDW) for Q4 2021, worth a combined $1.02B — up 30% from $779M a quarter earlier.

Fund positioning in HYDW was balanced in Q4 2021: 4 funds opened new positions, 4 closed out, 7 added to existing stakes and 3 trimmed.

The largest buyer was American Family Insurance Mutual Holding, adding an estimated $242M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $760K sold.

  • 18 institutional investors held Xtrackers Low Beta High Yield Bond ETF (HYDW) as of Q4 2021, down from 19 in Q3 2021.
  • Funds reported $1.02B of Xtrackers Low Beta High Yield Bond ETF stock for Q4 2021, up 30% quarter-over-quarter.
  • 4 funds opened new Xtrackers Low Beta High Yield Bond ETF positions in Q4 2021 and 4 closed out, a net change of 0 holders.
  • The largest Xtrackers Low Beta High Yield Bond ETF buyer in Q4 2021 was American Family Insurance Mutual Holding, an estimated $242M added.
  • The largest Xtrackers Low Beta High Yield Bond ETF seller in Q4 2021 was Flow Traders U.S., an estimated $760K sold.

Based on aggregated 13F filings for Q4 2021.