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Xtrackers Low Beta High Yield Bond ETF

18 hedge funds and large institutions have $259M invested in Xtrackers Low Beta High Yield Bond ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.18% more ownership

Funds ownership: 100.92%104.1% (+3.2%)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

18% less funds holding

Funds holding: 2218 (-4)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

69% less capital invested

Capital invested by funds: $833M → $259M (-$574M)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
18
Holders Change
-4
Holders Change %
-18.18%
% 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
1
Increased
7
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFIMH
1
American Family Insurance Mutual Holding
Wisconsin
$184M -$542M -11,961,000 -75%
CAL
2
Capital Analysts LLC
Pennsylvania
$31.4M +$1.53M +33,736 +5%
Jane Street
3
Jane Street
New York
$13M +$2.28M +50,397 +21%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$11.2M +$583K +12,883 +5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.9M +$933K +20,598 +9%
CM
6
Columbus Macro
Pennsylvania
$4.07M -$2.05M -45,197 -33%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$1.83M -$298K -6,590 -14%
CAN
8
Cetera Advisor Networks
California
$1.12M +$197K +4,358 +21%
LPL Financial
9
LPL Financial
California
$370K +$370K +8,170 New
CA
10
Cetera Advisors
Colorado
$363K +$66.2K +1,462 +22%
VA
11
Valmark Advisers
Ohio
$326K
OMC
12
Old Mission Capital
Illinois
$219K -$23.9K -528 -10%
AF
13
Allworth Financial
California
$207K -$724 -16 -0.3%
Bank of America
14
Bank of America
North Carolina
$155K -$6.61K -146 -4%
UBS Group
15
UBS Group
Switzerland
$49.1K -$20.7K -457 -30%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$45K -$28.8K -637 -39%
FGAM
17
Financial Gravity Asset Management
Texas
$12.9K +$125K +2,756 +2%
Morgan Stanley
18
Morgan Stanley
New York
$91
State of New Jersey Common Pension Fund D
19
State of New Jersey Common Pension Fund D
New Jersey
-$23M -500,000 Closed
IA
20
IFP Advisors
Florida
-$237K -4,877 Closed
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
-$8.88K -193 Closed
BAM
22
Belpointe Asset Management
Nevada
-$1.75K -38 Closed
Osaic Holdings
23
Osaic Holdings
Arizona
-$506 -11 Closed

HYDW Hedge Fund Activity: Q2 2023 in Review

18 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Xtrackers Low Beta High Yield Bond ETF (HYDW) for Q2 2023, worth a combined $259M — down 69% from $833M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of HYDW and 1 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 7 added.

The largest buyer was Jane Street, adding an estimated $2.28M. The largest seller was American Family Insurance Mutual Holding, cutting an estimated $542M.

  • 18 institutional investors held Xtrackers Low Beta High Yield Bond ETF (HYDW) as of Q2 2023, down from 22 in Q1 2023.
  • Funds reported $259M of Xtrackers Low Beta High Yield Bond ETF stock for Q2 2023, down 69% quarter-over-quarter.
  • 1 fund opened new Xtrackers Low Beta High Yield Bond ETF positions in Q2 2023 and 5 closed out, a net change of -4 holders.
  • The largest Xtrackers Low Beta High Yield Bond ETF buyer in Q2 2023 was Jane Street, an estimated $2.28M added.
  • The largest Xtrackers Low Beta High Yield Bond ETF seller in Q2 2023 was American Family Insurance Mutual Holding, an estimated $542M sold.

Based on aggregated 13F filings for Q2 2023.