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Xtrackers Low Beta High Yield Bond ETF

24 hedge funds and large institutions have $283M invested in Xtrackers Low Beta High Yield Bond ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

14% more funds holding

Funds holding: 2124 (+3)

9.29% more ownership

Funds ownership: 172.02%181.31% (+9.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $286M → $283M (-$2.68M)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
8
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFIMH
1
American Family Insurance Mutual Holding
Wisconsin
$163M -$23.5M -525,000 -13%
FGAM
2
Financial Gravity Asset Management
Texas
$81.6M +$12.4M +277,016 +8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14M -$223K -4,984 -2%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$11.4M -$657K -14,659 -6%
Jane Street
5
Jane Street
New York
$3.23M +$1.22M +27,191 +64%
CM
6
Columbus Macro
Pennsylvania
$3.18M -$762K -16,995 -20%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$1.88M +$94.6K +2,111 +5%
CAN
8
Cetera Advisor Networks
California
$1.56M +$209K +4,661 +16%
CA
9
Cetera Advisors
Colorado
$505K +$85.7K +1,912 +21%
AF
10
Allworth Financial
California
$393K +$203K +4,528 +113%
JP Morgan Chase
11
JP Morgan Chase
New York
$361K +$278K +6,193 +381%
VA
12
Valmark Advisers
Ohio
$332K
LPL Financial
13
LPL Financial
California
$309K -$489K -10,915 -62%
Osaic Holdings
14
Osaic Holdings
Arizona
$261K -$307K -6,843 -55%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$168K +$119K +2,644 +264%
ETC
16
Exchange Traded Concepts
Oklahoma
$155K +$151K +3,367 New
Bank of America
17
Bank of America
North Carolina
$137K -$7.58K -169 -5%
UBS Group
18
UBS Group
Switzerland
$47.3K -$3.41K -76 -7%
FHA
19
First Horizon Advisors
Tennessee
$31.4K +$30.5K +680 New
CAL
20
Capital Analysts LLC
Pennsylvania
$31K -$31.2K -696 -51%
NA
21
NewEdge Advisors
Louisiana
$9.5K
NEAM
22
New England Asset Management
Connecticut
$5.3K +$5.16K +115 New
Morgan Stanley
23
Morgan Stanley
New York
$142 +$90 +2 New
Fidelity Investments
24
Fidelity Investments
Massachusetts
$112 +$90 +2 New
OMC
25
Old Mission Capital
Illinois
-$406K -9,203 Closed

HYDW Hedge Fund Activity: Q4 2023 in Review

24 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Xtrackers Low Beta High Yield Bond ETF (HYDW) for Q4 2023, worth a combined $283M — down 0.94% from $286M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new HYDW positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was Financial Gravity Asset Management, adding an estimated $12.4M. The largest seller was American Family Insurance Mutual Holding, cutting an estimated $23.5M.

  • 24 institutional investors held Xtrackers Low Beta High Yield Bond ETF (HYDW) as of Q4 2023, up from 21 in Q3 2023.
  • Funds reported $283M of Xtrackers Low Beta High Yield Bond ETF stock for Q4 2023, down 0.94% quarter-over-quarter.
  • 5 funds opened new Xtrackers Low Beta High Yield Bond ETF positions in Q4 2023 and 2 closed out, a net change of +3 holders.
  • The largest Xtrackers Low Beta High Yield Bond ETF buyer in Q4 2023 was Financial Gravity Asset Management, an estimated $12.4M added.
  • The largest Xtrackers Low Beta High Yield Bond ETF seller in Q4 2023 was American Family Insurance Mutual Holding, an estimated $23.5M sold.

Based on aggregated 13F filings for Q4 2023.