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Xtrackers USD High Yield Corporate Bond ETF

45 hedge funds and large institutions have $981M invested in Xtrackers USD High Yield Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 17 increasing their positions, 2 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 2

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

100% more capital invested

Capital invested by funds: $490M → $981M (+$491M)

41% more funds holding

Funds holding: 3245 (+13)

16.94% more ownership

Funds ownership: 96.33%113.28% (+17%)

Holders
45
Holders Change
+13
Holders Change %
+40.63%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
17
Reduced
2
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Mission Wealth Management
California
$580K +$586K +14,645 New
AG
27
Advisor Group
Arizona
$524K +$148K +3,695 +39%
FA
28
FDx Advisors
Illinois
$376K +$379K +9,479 New
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$279K +$281K +7,020 +23,400%
GAM
30
Gemmer Asset Management
California
$277K +$90K +2,252 +48%
Toronto Dominion Bank
31
Toronto Dominion Bank
Ontario, Canada
$252K +$252K +6,313 New
RA
32
Rational Advisors
New York
$249K +$252K +6,293 New
BNP Paribas Financial Markets
33
BNP Paribas Financial Markets
France
$140K +$141K +3,538 New
IA
34
IndexIQ Advisors
New York
$66K +$66.2K +1,655 New
IA
35
IFP Advisors
Florida
$46K
FWM
36
Focused Wealth Management
New York
$29K +$29.2K +730 New
FANJ
37
Financial Architects (New Jersey)
New Jersey
$25K
FRA
38
Front Row Advisors
California
$16K
AIM
39
Advantage Investment Management
Iowa
$11K -$5.4K -135 -33%
US Bancorp
40
US Bancorp
Minnesota
$5K +$4.76K +119 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$4K +$3.96K +99 New
SWM
42
SeaCrest Wealth Management
New York
$1K
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$1K +$720 +18 New
MIFH
44
Migdal Insurance & Financial Holdings
Israel
-$478K -11,838 Closed
BCM
45
Bluefin Capital Management
New York
-$395K -9,779 Closed
WA
46
Winfield Associates
Ohio
-$8K -188 Closed
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
-$5K -133 Closed
SFG
48
SevenBridge Financial Group
Pennsylvania
-$1K -18 Closed
DWM
49
Destination Wealth Management
California
+$120 +3 New
SEI Investments
50
SEI Investments
Pennsylvania
+$320 +8 New

HYLB Hedge Fund Activity: Q1 2018 in Review

45 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Xtrackers USD High Yield Corporate Bond ETF (HYLB) for Q1 2018, worth a combined $981M — up 100% from $490M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HYLB positions and 7 closed out — a net gain of 14 holders — while 17 added to existing stakes and 2 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $334M. The largest seller was FormulaFolio Investments, cutting an estimated $2.62M.

  • 45 institutional investors held Xtrackers USD High Yield Corporate Bond ETF (HYLB) as of Q1 2018, up from 32 in Q4 2017.
  • Funds reported $981M of Xtrackers USD High Yield Corporate Bond ETF stock for Q1 2018, up 100% quarter-over-quarter.
  • 21 funds opened new Xtrackers USD High Yield Corporate Bond ETF positions in Q1 2018 and 7 closed out, a net change of +14 holders.
  • The largest Xtrackers USD High Yield Corporate Bond ETF buyer in Q1 2018 was Charles Schwab Investment Advisory, an estimated $334M added.
  • The largest Xtrackers USD High Yield Corporate Bond ETF seller in Q1 2018 was FormulaFolio Investments, an estimated $2.62M sold.

Based on aggregated 13F filings for Q1 2018.