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Xtrackers Low Beta High Yield Bond ETF

27 hedge funds and large institutions have $1.5B invested in Xtrackers Low Beta High Yield Bond ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

50% more funds holding

Funds holding: 1827 (+9)

48% more capital invested

Capital invested by funds: $1.02B → $1.5B (+$489M)

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

1.38% more ownership

Funds ownership: 98.18%99.56% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
27
Holders Change
+9
Holders Change %
+50%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
7
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFIMH
1
American Family Insurance Mutual Holding
Wisconsin
$1.47B +$526M +10,767,000 +54%
RWP
2
RWA Wealth Partners
Massachusetts
$7.86M +$7.97M +163,056 New
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$7.02M +$6.94M +141,973 +3,932%
FTUS
4
Flow Traders U.S.
New York
$3.48M +$3.53M +72,243 New
SAS
5
Sage Advisory Services
Texas
$3.01M +$106K +2,178 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.33M +$2M +40,815 +541%
FIM
7
Freedom Investment Management
Connecticut
$2.21M -$1.72M -35,119 -43%
CAL
8
Capital Analysts LLC
Pennsylvania
$1.07M -$522K -10,671 -32%
SB
9
Strategic Blueprint
Georgia
$657K +$666K +13,627 New
IA
10
IFP Advisors
Florida
$547K +$556K +11,367 New
PCWA
11
Pacific Capital Wealth Advisors
California
$517K +$98 +2 +0%
SAM
12
Secure Asset Management
Michigan
$454K -$29.2K -597 -6%
MOS
13
MGO One Seven
Ohio
$365K +$370K +7,566 New
VA
14
Valmark Advisers
Ohio
$354K
AWM
15
AE Wealth Management
Kansas
$206K +$209K +4,283 New
Bank of America
16
Bank of America
North Carolina
$99K +$62.7K +1,282 +167%
Osaic Holdings
17
Osaic Holdings
Arizona
$81K +$82.1K +1,679 New
GWSG
18
GPS Wealth Strategies Group
Colorado
$69K
UBS Group
19
UBS Group
Switzerland
$60K +$59.9K +1,225 +8,167%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$48K
GRP
21
Global Retirement Partners
California
$19K +$19.6K +400 New
CFGS
22
Concourse Financial Group Securities
Alabama
$18K +$18.4K +377 New
GWM
23
Geneos Wealth Management
Colorado
$9K +$9.88K +202 New
FGAM
24
Financial Gravity Asset Management
Texas
$4.09K -$1.78M -36,451 -37%
NFSG
25
Newbridge Financial Services Group
Florida
$3K +$3.28K +67 New

HYDW Hedge Fund Activity: Q1 2022 in Review

27 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Xtrackers Low Beta High Yield Bond ETF (HYDW) for Q1 2022, worth a combined $1.5B — up 48% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HYDW positions and 3 closed out — a net gain of 9 holders — while 7 added to existing stakes and 5 trimmed.

The largest buyer was American Family Insurance Mutual Holding, adding an estimated $526M. The largest seller was Jane Street, exiting entirely with an estimated $2.82M sold.

  • 27 institutional investors held Xtrackers Low Beta High Yield Bond ETF (HYDW) as of Q1 2022, up from 18 in Q4 2021.
  • Funds reported $1.5B of Xtrackers Low Beta High Yield Bond ETF stock for Q1 2022, up 48% quarter-over-quarter.
  • 12 funds opened new Xtrackers Low Beta High Yield Bond ETF positions in Q1 2022 and 3 closed out, a net change of +9 holders.
  • The largest Xtrackers Low Beta High Yield Bond ETF buyer in Q1 2022 was American Family Insurance Mutual Holding, an estimated $526M added.
  • The largest Xtrackers Low Beta High Yield Bond ETF seller in Q1 2022 was Jane Street, an estimated $2.82M sold.

Based on aggregated 13F filings for Q1 2022.