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Xtrackers Low Beta High Yield Bond ETF

21 hedge funds and large institutions have $286M invested in Xtrackers Low Beta High Yield Bond ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

67.92% more ownership

Funds ownership: 104.1%172.02% (+68%)

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

17% more funds holding

Funds holding: 1821 (+3)

10% more capital invested

Capital invested by funds: $259M → $286M (+$26.2M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
8
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFIMH
1
American Family Insurance Mutual Holding
Wisconsin
$180M
FGAM
2
Financial Gravity Asset Management
Texas
$68.8M +$155M +3,454,034 +2,295%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13.6M +$3.07M +68,473 +29%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$11.6M +$641K +14,323 +6%
CM
5
Columbus Macro
Pennsylvania
$3.8M -$172K -3,833 -4%
Jane Street
6
Jane Street
New York
$1.89M -$10.9M -244,438 -85%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$1.71M -$75K -1,674 -4%
CAN
8
Cetera Advisor Networks
California
$1.29M +$198K +4,427 +18%
LPL Financial
9
LPL Financial
California
$778K +$423K +9,452 +116%
Osaic Holdings
10
Osaic Holdings
Arizona
$552K +$560K +12,498 New
OMC
11
Old Mission Capital
Illinois
$406K +$195K +4,361 +90%
CA
12
Cetera Advisors
Colorado
$400K +$46.3K +1,035 +13%
VA
13
Valmark Advisers
Ohio
$318K
FTUS
14
Flow Traders U.S.
New York
$282K +$286K +6,377 New
AF
15
Allworth Financial
California
$177K -$25.8K -577 -13%
Bank of America
16
Bank of America
North Carolina
$139K -$12.4K -276 -8%
JP Morgan Chase
17
JP Morgan Chase
New York
$71.9K +$72.9K +1,627 New
CAL
18
Capital Analysts LLC
Pennsylvania
$60K -$31M -692,492 -100%
UBS Group
19
UBS Group
Switzerland
$48.7K +$761 +17 +2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$44K
NA
21
NewEdge Advisors
Louisiana
$9.1K +$9.22K +206 New
Morgan Stanley
22
Morgan Stanley
New York
-$91 -2 Closed

HYDW Hedge Fund Activity: Q3 2023 in Review

21 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Xtrackers Low Beta High Yield Bond ETF (HYDW) for Q3 2023, worth a combined $286M — up 10% from $259M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new HYDW positions and 1 closed out — a net gain of 3 holders — while 8 added to existing stakes and 6 trimmed.

The largest buyer was Financial Gravity Asset Management, adding an estimated $155M. The largest seller was Capital Analysts LLC, cutting an estimated $31M.

  • 21 institutional investors held Xtrackers Low Beta High Yield Bond ETF (HYDW) as of Q3 2023, up from 18 in Q2 2023.
  • Funds reported $286M of Xtrackers Low Beta High Yield Bond ETF stock for Q3 2023, up 10% quarter-over-quarter.
  • 4 funds opened new Xtrackers Low Beta High Yield Bond ETF positions in Q3 2023 and 1 closed out, a net change of +3 holders.
  • The largest Xtrackers Low Beta High Yield Bond ETF buyer in Q3 2023 was Financial Gravity Asset Management, an estimated $155M added.
  • The largest Xtrackers Low Beta High Yield Bond ETF seller in Q3 2023 was Capital Analysts LLC, an estimated $31M sold.

Based on aggregated 13F filings for Q3 2023.