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Xtrackers Low Beta High Yield Bond ETF

22 hedge funds and large institutions have $833M invested in Xtrackers Low Beta High Yield Bond ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

29% more capital invested

Capital invested by funds: $648M → $833M (+$186M)

1.46% more ownership

Funds ownership: 99.46%100.92% (+1.5%)

12% less funds holding

Funds holding: 2522 (-3)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
22
Holders Change
-3
Holders Change %
-12%
% of All Funds
0.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
2
Increased
13
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
$737M +$151M +3,344,000 +26%
CAL
2
Capital Analysts LLC
Pennsylvania
$30.4M +$2.47M +54,656 +9%
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$23M
Jane Street
4
Jane Street
New York
$10.9M +$7.63M +169,163 +250%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$10.8M +$2.22M +49,309 +27%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$10.1M +$1.54M +34,153 +18%
CM
7
Columbus Macro
Pennsylvania
$6.19M +$1.88M +41,712 +45%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$2.16M -$4.31M -95,535 -67%
CAN
9
Cetera Advisor Networks
California
$942K +$245K +5,429 +36%
VA
10
Valmark Advisers
Ohio
$332K
CA
11
Cetera Advisors
Colorado
$301K +$85.1K +1,886 +40%
OMC
12
Old Mission Capital
Illinois
$247K +$242K +5,370 New
IA
13
IFP Advisors
Florida
$237K +$220K +4,867 +48,670%
AF
14
Allworth Financial
California
$211K +$74.6K +1,653 +56%
Bank of America
15
Bank of America
North Carolina
$164K -$19.5K -432 -11%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$75K +$28.7K +637 +64%
UBS Group
17
UBS Group
Switzerland
$70.9K +$45.8K +1,016 +193%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$8.88K +$8.71K +193 New
FGAM
19
Financial Gravity Asset Management
Texas
$6.78K +$3.94M +87,293 +144%
BAM
20
Belpointe Asset Management
Nevada
$1.75K
Osaic Holdings
21
Osaic Holdings
Arizona
$506 -$1.99K -44 -80%
Morgan Stanley
22
Morgan Stanley
New York
$92
FIM
23
Freedom Investment Management
Connecticut
-$1.6M -36,000 Closed
FTUS
24
Flow Traders U.S.
New York
-$978K -21,977 Closed
GRP
25
Global Retirement Partners
California
-$17.8K -400 Closed

HYDW Hedge Fund Activity: Q1 2023 in Review

22 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Xtrackers Low Beta High Yield Bond ETF (HYDW) for Q1 2023, worth a combined $833M — up 29% from $648M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of HYDW and 2 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 13 added.

The largest buyer was American Family Insurance Mutual Holding, adding an estimated $151M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $4.31M.

  • 22 institutional investors held Xtrackers Low Beta High Yield Bond ETF (HYDW) as of Q1 2023, down from 25 in Q4 2022.
  • Funds reported $833M of Xtrackers Low Beta High Yield Bond ETF stock for Q1 2023, up 29% quarter-over-quarter.
  • 2 funds opened new Xtrackers Low Beta High Yield Bond ETF positions in Q1 2023 and 4 closed out, a net change of -2 holders.
  • The largest Xtrackers Low Beta High Yield Bond ETF buyer in Q1 2023 was American Family Insurance Mutual Holding, an estimated $151M added.
  • The largest Xtrackers Low Beta High Yield Bond ETF seller in Q1 2023 was Carson Wealth (CWM LLC), an estimated $4.31M sold.

Based on aggregated 13F filings for Q1 2023.