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Xtrackers Low Beta High Yield Bond ETF

24 hedge funds and large institutions have $239M invested in Xtrackers Low Beta High Yield Bond ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

0% more funds holding

Funds holding: 2424 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

15% less capital invested

Capital invested by funds: $283M → $239M (-$43.7M)

71% less ownership

Funds ownership: 181.31%110.31% (-71%)

Holders
24
Holders Change
Holders Change %
0%
% 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
4
Increased
9
Reduced
6
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
$164M
FGAM
2
Financial Gravity Asset Management
Texas
$26.4M -$152M -3,310,328 -85%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.3M +$260K +5,666 +2%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$13.6M +$2.14M +46,530 +19%
CA
5
Cetera Advisors
Colorado
$5.68M +$5.15M +112,118 +1,023%
Jane Street
6
Jane Street
New York
$4.88M +$1.64M +35,725 +51%
CM
7
Columbus Macro
Pennsylvania
$3.21M +$26.2K +570 +0.8%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$2.56M +$670K +14,568 +36%
CAN
9
Cetera Advisor Networks
California
$1.77M +$200K +4,356 +13%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$989K +$984K +21,406 New
OMC
11
Old Mission Capital
Illinois
$416K +$414K +9,008 New
AF
12
Allworth Financial
California
$393K
JP Morgan Chase
13
JP Morgan Chase
New York
$361K
MA
14
Mutual Advisors
Nebraska
$354K +$352K +7,664 New
VA
15
Valmark Advisers
Ohio
$333K
Prudential Financial
16
Prudential Financial
New Jersey
$261K +$260K +5,662 New
Bank of America
17
Bank of America
North Carolina
$129K -$8.09K -176 -6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$82K -$85.4K -1,857 -51%
UBS Group
19
UBS Group
Switzerland
$49K +$1.61K +35 +3%
FHA
20
First Horizon Advisors
Tennessee
$46.3K +$14.8K +323 +48%
CAL
21
Capital Analysts LLC
Pennsylvania
$15K -$15.8K -344 -51%
Osaic Holdings
22
Osaic Holdings
Arizona
$8.91K -$251K -5,462 -97%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$112
Morgan Stanley
24
Morgan Stanley
New York
$64 -$46 -1 -50%
LPL Financial
25
LPL Financial
California
-$309K -6,707 Closed

HYDW Hedge Fund Activity: Q1 2024 in Review

24 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Xtrackers Low Beta High Yield Bond ETF (HYDW) for Q1 2024, worth a combined $239M — down 15% from $283M a quarter earlier.

Fund positioning in HYDW was balanced in Q1 2024: 4 funds opened new positions, 4 closed out, 9 added to existing stakes and 6 trimmed.

The largest buyer was Cetera Advisors, adding an estimated $5.15M. The largest seller was Financial Gravity Asset Management, cutting an estimated $152M.

  • 24 institutional investors held Xtrackers Low Beta High Yield Bond ETF (HYDW) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $239M of Xtrackers Low Beta High Yield Bond ETF stock for Q1 2024, down 15% quarter-over-quarter.
  • 4 funds opened new Xtrackers Low Beta High Yield Bond ETF positions in Q1 2024 and 4 closed out, a net change of 0 holders.
  • The largest Xtrackers Low Beta High Yield Bond ETF buyer in Q1 2024 was Cetera Advisors, an estimated $5.15M added.
  • The largest Xtrackers Low Beta High Yield Bond ETF seller in Q1 2024 was Financial Gravity Asset Management, an estimated $152M sold.

Based on aggregated 13F filings for Q1 2024.