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Xtrackers Low Beta High Yield Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+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: 2723 (-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

Holders
23
Holders Change
-4
Holders Change %
-14.81%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
7
Reduced
6
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFIMH
1
American Family Insurance Mutual Holding
Wisconsin
$1.09B -$285M -6,160,000 -20%
CAL
2
Capital Analysts LLC
Pennsylvania
$27.7M +$27.7M +599,337 +2,692%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$6.78M +$301K +6,513 +4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.32M +$1.2M +25,997 +54%
SAS
5
Sage Advisory Services
Texas
$3.02M +$249K +5,390 +9%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2.89M +$2.99M +64,764 New
CM
7
Columbus Macro
Pennsylvania
$1.98M +$2.05M +44,353 New
FIM
8
Freedom Investment Management
Connecticut
$1.8M -$254K -5,494 -12%
IA
9
IFP Advisors
Florida
$547K
PCWA
10
Pacific Capital Wealth Advisors
California
$468K -$10.1K -219 -2%
Jane Street
11
Jane Street
New York
$336K +$348K +7,535 New
VA
12
Valmark Advisers
Ohio
$300K -$28.7K -621 -8%
Bank of America
13
Bank of America
North Carolina
$189K +$102K +2,200 +107%
GWSG
14
GPS Wealth Strategies Group
Colorado
$64K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$45K
UBS Group
16
UBS Group
Switzerland
$35K -$21.1K -457 -37%
GRP
17
Global Retirement Partners
California
$18K
AF
18
Allworth Financial
California
$12K +$12.2K +264 New
LFA
19
Level Financial Advisors
New York
$11K +$11K +238 New
FGAM
20
Financial Gravity Asset Management
Texas
$6.72K +$3.18M +68,876 +112%
FHA
21
First Horizon Advisors
Tennessee
$1K +$2.03K +44 New
RWP
22
RWA Wealth Partners
Massachusetts
-$7.86M -163,056 Closed
FTUS
23
Flow Traders U.S.
New York
-$3.48M -72,243 Closed
SB
24
Strategic Blueprint
Georgia
-$657K -13,627 Closed
SAM
25
Secure Asset Management
Michigan
-$454K -9,427 Closed

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.