We are live on ! Find out more
HYDW icon

Xtrackers Low Beta High Yield Bond ETF

22 hedge funds and large institutions have $225M invested in Xtrackers Low Beta High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

5% more funds holding

Funds holding: 2122 (+1)

4% more capital invested

Capital invested by funds: $217M → $225M (+$7.87M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.26% less ownership

Funds ownership: 101.39%101.13% (-0.26%)

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
9
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFI
1
American Family Investments
Wisconsin
$168M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.5M +$863K +18,481 +6%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$15.6M +$751K +16,069 +5%
FGC
4
Financial Gravity Companies
Texas
$14.2M +$14M +299,171 New
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$3.41M +$341K +7,298 +11%
CM
6
Columbus Macro
Pennsylvania
$3.2M -$17.7K -378 -0.6%
Jane Street
7
Jane Street
New York
$1.62M +$1.6M +34,298 New
AF
8
Allworth Financial
California
$430K
JP Morgan Chase
9
JP Morgan Chase
New York
$397K +$93 +2 +0%
LPL Financial
10
LPL Financial
California
$380K +$94.8K +2,029 +34%
MA
11
Mutual Advisors
Nebraska
$368K -$7.94K -170 -2%
VA
12
Valmark Advisers
Ohio
$341K
Prudential Financial
13
Prudential Financial
New Jersey
$271K -$20.4K -436 -7%
Bank of America
14
Bank of America
North Carolina
$169K +$10.8K +232 +7%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$112K +$110K +2,362 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$84K
UBS Group
17
UBS Group
Switzerland
$54.5K +$17.2K +369 +47%
FHA
18
First Horizon Advisors
Tennessee
$47.7K +$1.68K +36 +4%
CAL
19
Capital Analysts LLC
Pennsylvania
$16K +$234 +5 +2%
NEAM
20
New England Asset Management
Connecticut
$5.44K
CIA
21
Cape Investment Advisory
Georgia
$4.97K
Morgan Stanley
22
Morgan Stanley
New York
$61 +$47 +1 New
CNC
23
Citizens & Northern Corp
Pennsylvania
-$1.33M -28,875 Closed
Osaic Holdings
24
Osaic Holdings
Arizona
-$31.6K -686 Closed

HYDW Hedge Fund Activity: Q3 2024 in Review

22 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Xtrackers Low Beta High Yield Bond ETF (HYDW) for Q3 2024, worth a combined $225M — up 3.6% from $217M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new HYDW positions and 2 closed out — a net gain of 2 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.6M. The largest seller was Citizens & Northern Corp, exiting entirely with an estimated $1.33M sold.

  • 22 institutional investors held Xtrackers Low Beta High Yield Bond ETF (HYDW) as of Q3 2024, up from 21 in Q2 2024.
  • Funds reported $225M of Xtrackers Low Beta High Yield Bond ETF stock for Q3 2024, up 3.6% quarter-over-quarter.
  • 4 funds opened new Xtrackers Low Beta High Yield Bond ETF positions in Q3 2024 and 2 closed out, a net change of +2 holders.
  • The largest Xtrackers Low Beta High Yield Bond ETF buyer in Q3 2024 was Jane Street, an estimated $1.6M added.
  • The largest Xtrackers Low Beta High Yield Bond ETF seller in Q3 2024 was Citizens & Northern Corp, an estimated $1.33M sold.

Based on aggregated 13F filings for Q3 2024.