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Xtrackers Low Beta High Yield Bond ETF

25 hedge funds and large institutions have $648M invested in Xtrackers Low Beta High Yield Bond ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

14% more funds holding

Funds holding: 2225 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.34% less ownership

Funds ownership: 99.8%99.46% (-0.34%)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

52% less capital invested

Capital invested by funds: $1.34B → $648M (-$695M)

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
7
Reduced
8
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
$564M -$750M -16,833,282 -57%
CAL
2
Capital Analysts LLC
Pennsylvania
$26.9M +$848K +19,029 +3%
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$22.2M +$22.3M +500,000 New
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$8.26M +$3.73M +83,681 +82%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.23M +$1.89M +42,394 +30%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$6.34M -$363K -8,138 -5%
CM
7
Columbus Macro
Pennsylvania
$4.15M +$2.02M +45,238 +94%
Jane Street
8
Jane Street
New York
$3.01M -$9.25M -207,562 -75%
FIM
9
Freedom Investment Management
Connecticut
$1.6M -$122K -2,741 -7%
FTUS
10
Flow Traders U.S.
New York
$978K -$2.09M -46,873 -68%
CAN
11
Cetera Advisor Networks
California
$670K +$671K +15,052 New
VA
12
Valmark Advisers
Ohio
$321K +$21.8K +489 +7%
CA
13
Cetera Advisors
Colorado
$207K +$208K +4,664 New
Bank of America
14
Bank of America
North Carolina
$178K +$19.5K +437 +12%
AF
15
Allworth Financial
California
$131K +$131K +2,937 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$44K
FGAM
17
Financial Gravity Asset Management
Texas
$27.9K +$6.01K +135 +0.2%
UBS Group
18
UBS Group
Switzerland
$23.4K -$38.1K -856 -62%
GRP
19
Global Retirement Partners
California
$17.8K
CA
20
CoreCap Advisors
Michigan
$16.1K +$16.1K +362 New
Osaic Holdings
21
Osaic Holdings
Arizona
$2K -$126K -2,837 -98%
BAM
22
Belpointe Asset Management
Nevada
$1.69K +$1.69K +38 New
IA
23
IFP Advisors
Florida
$1K -$817K -18,333 -100%
MCC
24
Money Concepts Capital
Florida
$400 +$401 +9 New
Morgan Stanley
25
Morgan Stanley
New York
$89

HYDW Hedge Fund Activity: Q4 2022 in Review

25 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Xtrackers Low Beta High Yield Bond ETF (HYDW) for Q4 2022, worth a combined $648M — down 52% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HYDW positions and 4 closed out — a net gain of 3 holders — while 7 added to existing stakes and 8 trimmed.

The largest buyer was State of New Jersey Common Pension Fund D, opening a new position worth an estimated $22.3M. The largest seller was American Family Insurance Mutual Holding, cutting an estimated $750M.

  • 25 institutional investors held Xtrackers Low Beta High Yield Bond ETF (HYDW) as of Q4 2022, up from 22 in Q3 2022.
  • Funds reported $648M of Xtrackers Low Beta High Yield Bond ETF stock for Q4 2022, down 52% quarter-over-quarter.
  • 7 funds opened new Xtrackers Low Beta High Yield Bond ETF positions in Q4 2022 and 4 closed out, a net change of +3 holders.
  • The largest Xtrackers Low Beta High Yield Bond ETF buyer in Q4 2022 was State of New Jersey Common Pension Fund D, an estimated $22.3M added.
  • The largest Xtrackers Low Beta High Yield Bond ETF seller in Q4 2022 was American Family Insurance Mutual Holding, an estimated $750M sold.

Based on aggregated 13F filings for Q4 2022.