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Xtrackers Low Beta High Yield Bond ETF

19 hedge funds and large institutions have $335M invested in Xtrackers Low Beta High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 14 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 1

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

49% more capital invested

Capital invested by funds: $225M → $335M (+$110M)

5.77% more ownership

Funds ownership: 101.13%106.9% (+5.8%)

14% less funds holding

Funds holding: 2219 (-3)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
19
Holders Change
-3
Holders Change %
-13.64%
% of All Funds
0.25%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
Increased
14
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFI
1
American Family Investments
Wisconsin
$261M +$98.7M +2,117,000 +60%
CM
2
Columbus Macro
Pennsylvania
$18.5M +$15.6M +333,910 +493%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17.7M +$1.69M +36,212 +10%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$17.1M +$1.89M +40,590 +12%
FGC
5
Financial Gravity Companies
Texas
$14.1M +$362K +7,760 +3%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$3.56M +$248K +5,317 +7%
LPL Financial
7
LPL Financial
California
$785K +$420K +9,008 +112%
Jane Street
8
Jane Street
New York
$615K -$977K -20,956 -61%
AF
9
Allworth Financial
California
$457K +$34.3K +736 +8%
MA
10
Mutual Advisors
Nebraska
$422K +$56.3K +1,207 +15%
JP Morgan Chase
11
JP Morgan Chase
New York
$387K +$1.03K +22 +0.3%
Bank of America
12
Bank of America
North Carolina
$193K +$28.2K +605 +17%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$82K
UBS Group
14
UBS Group
Switzerland
$56.6K +$3.59K +77 +7%
FHA
15
First Horizon Advisors
Tennessee
$53.7K +$7.41K +159 +16%
CAL
16
Capital Analysts LLC
Pennsylvania
$16K +$280 +6 +2%
NEAM
17
New England Asset Management
Connecticut
$5.3K
CIA
18
Cape Investment Advisory
Georgia
$4.84K
Morgan Stanley
19
Morgan Stanley
New York
$86
VA
20
Valmark Advisers
Ohio
-$341K -7,208 Closed
Prudential Financial
21
Prudential Financial
New Jersey
-$271K -5,727 Closed
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
-$112K -2,362 Closed

HYDW Hedge Fund Activity: Q4 2024 in Review

19 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Xtrackers Low Beta High Yield Bond ETF (HYDW) for Q4 2024, worth a combined $335M — up 49% from $225M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of HYDW and 0 opened new positions — a net loss of 3 holders — while 1 trimmed existing stakes and 14 added.

The largest buyer was American Family Investments, adding an estimated $98.7M. The largest seller was Jane Street, cutting an estimated $977K.

  • 19 institutional investors held Xtrackers Low Beta High Yield Bond ETF (HYDW) as of Q4 2024, down from 22 in Q3 2024.
  • Funds reported $335M of Xtrackers Low Beta High Yield Bond ETF stock for Q4 2024, up 49% quarter-over-quarter.
  • 0 funds opened new Xtrackers Low Beta High Yield Bond ETF positions in Q4 2024 and 3 closed out, a net change of -3 holders.
  • The largest Xtrackers Low Beta High Yield Bond ETF buyer in Q4 2024 was American Family Investments, an estimated $98.7M added.
  • The largest Xtrackers Low Beta High Yield Bond ETF seller in Q4 2024 was Jane Street, an estimated $977K sold.

Based on aggregated 13F filings for Q4 2024.