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Xtrackers USD High Yield Corporate Bond ETF

161 hedge funds and large institutions have $4.13B invested in Xtrackers USD High Yield Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $3.13B → $4.13B (+$1B)

22% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 49

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

5% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 37

0% more funds holding

Funds holding: 161161 (0)

19.56% less ownership

Funds ownership: 127.13%107.57% (-20%)

Holders
161
Holders Change
Holders Change %
0%
% of All Funds
3.3%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.23%
New
39
Increased
60
Reduced
49
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$17.1M -$1.03M -27,844 -6%
Morgan Stanley
27
Morgan Stanley
New York
$16.2M +$7.45M +202,243 +87%
PI
28
PFS Investments
Georgia
$12.7M +$6.64M +180,415 +114%
RFC
29
Regions Financial Corp
Alabama
$10.9M +$46K +1,249 +0.4%
FA
30
FDx Advisors
Illinois
$10.2M +$1.24M +33,552 +14%
AWM
31
AE Wealth Management
Kansas
$9.6M +$9.45M +256,716 New
CFA
32
Carroll Financial Associates
North Carolina
$9.47M +$697K +18,919 +8%
SS
33
Simplicity Solutions
Minnesota
$9.43M +$9.06M +246,140 +4,032%
CPO
34
Cerity Partners OCIO
New York
$8.92M -$857K -23,273 -9%
EPM
35
Elm Partners Management
Pennsylvania
$8.64M +$3.63M +98,649 +74%
KBFS
36
Kohmann Bosshard Financial Services
Ohio
$7.72M +$208K +5,658 +3%
SAS
37
Sage Advisory Services
Texas
$6.67M +$6.19M +168,225 +1,643%
RIM
38
Rakuten Investment Management
Japan
$6.14M +$184K +5,000 +3%
PC
39
Premise Capital
Illinois
$5.98M +$5.95M +161,528 New
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$5.92M -$2.33M -63,207 -29%
QI
41
QS Investors
New York
$4.99M -$298K -8,086 -6%
ERSOT
42
Employees Retirement System of Texas
Texas
$4.67M
MML Investors Services
43
MML Investors Services
Massachusetts
$4.57M +$1.63M +44,369 +57%
SFP
44
Strategic Financial Planning
Texas
$4.01M +$90.7K +2,464 +2%
JP Morgan Chase
45
JP Morgan Chase
New York
$3.83M +$3.67M +99,626 +3,740%
TC
46
Toews Corporation
New Jersey
$3.74M +$3.68M +100,000 New
RJFSA
47
Raymond James Financial Services Advisors
Florida
$3.49M +$3.05M +82,895 +798%
CM
48
Columbus Macro
Pennsylvania
$3.48M +$1.06M +28,890 +45%
Citadel Advisors
49
Citadel Advisors
Florida
$3.28M +$1.99M +54,111 +161%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$3.28M -$387K -10,500 -11%

HYLB Hedge Fund Activity: Q2 2020 in Review

161 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Xtrackers USD High Yield Corporate Bond ETF (HYLB) for Q2 2020, worth a combined $4.13B — up 32% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new HYLB positions and 37 closed out — a net gain of 2 holders — while 60 added to existing stakes and 49 trimmed.

The largest buyer was American Family Insurance Mutual Holding, opening a new position worth an estimated $859M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $664M.

  • 161 institutional investors held Xtrackers USD High Yield Corporate Bond ETF (HYLB) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $4.13B of Xtrackers USD High Yield Corporate Bond ETF stock for Q2 2020, up 32% quarter-over-quarter.
  • 39 funds opened new Xtrackers USD High Yield Corporate Bond ETF positions in Q2 2020 and 37 closed out, a net change of +2 holders.
  • The largest Xtrackers USD High Yield Corporate Bond ETF buyer in Q2 2020 was American Family Insurance Mutual Holding, an estimated $859M added.
  • The largest Xtrackers USD High Yield Corporate Bond ETF seller in Q2 2020 was Charles Schwab Investment Advisory, an estimated $664M sold.

Based on aggregated 13F filings for Q2 2020.