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Xtrackers USD High Yield Corporate Bond ETF

222 hedge funds and large institutions have $3.5B invested in Xtrackers USD High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 77 increasing their positions, 71 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

7.91% more ownership

Funds ownership: 88.88%96.79% (+7.9%)

8% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 71

0% less capital invested

Capital invested by funds: $3.51B → $3.5B (-$10.4M)

3% less funds holding

Funds holding: 230222 (-8)

12% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 42

Holders
222
Holders Change
-8
Holders Change %
-3.48%
% of All Funds
3.54%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.21%
New
37
Increased
77
Reduced
71
Closed
42
Calls
$10.5M
Puts
Net Calls
+$10.5M
Net Calls Change
-$6.64M
Name Holding Trade Value Shares
Change
Change in
Stake
NC
26
NinePointTwo Capital
California
$17.9M -$3.51M -102,314 -17%
PI
27
PFS Investments
Georgia
$16.8M +$9.43M +274,778 +128%
RFC
28
Regions Financial Corp
Alabama
$15.3M -$3.59M -104,426 -19%
Truist Financial
29
Truist Financial
North Carolina
$11.1M +$204K +5,932 +2%
MAM
30
Meeder Asset Management
Ohio
$10.7M -$1.18M -34,293 -10%
UBS Group
31
UBS Group
Switzerland
$10.2M +$2.99M +87,070 +42%
TC
32
Toews Corporation
New Jersey
$9.93M +$9.81M +285,800 New
AFIMH
33
American Family Insurance Mutual Holding
Wisconsin
$9.9M
OBWG
34
Onyx Bridge Wealth Group
New York
$9.69M +$9.24M +269,181 +2,762%
PLU
35
Performa Ltd (US)
South Carolina
$9.04M +$1.43M +41,690 +19%
RIA
36
Retirement Investment Advisors
Oklahoma
$8.73M +$7.05M +205,318 +447%
BWM
37
Boyd Wealth Management
California
$8.48M +$8.37M +243,894 New
Morgan Stanley
38
Morgan Stanley
New York
$7.9M +$263K +7,647 +3%
LPL Financial
39
LPL Financial
California
$7.85M +$403K +11,723 +5%
AWM
40
Avior Wealth Management
Nebraska
$7.18M +$418K +12,177 +6%
RIM
41
Rakuten Investment Management
Japan
$7.1M +$364K +10,600 +5%
BCM
42
Brookstone Capital Management
Illinois
$7.09M -$5.8M -169,046 -45%
OMC
43
Old Mission Capital
Illinois
$6.03M +$4.77M +138,849 +400%
Betterment LLC
44
Betterment LLC
New York
$5.63M +$343K +9,992 +7%
CIP
45
Capital Insight Partners
Arizona
$5.45M +$500K +14,559 +10%
RA
46
Riversedge Advisors
Delaware
$5.39M +$25.9K +754 +0.5%
DF
47
Donoghue Forlines
Massachusetts
$5.05M +$4.04M +117,600 +426%
WWA
48
WCG Wealth Advisors
Nevada
$5M +$430K +12,516 +10%
MWM
49
Marion Wealth Management
Pennsylvania
$4.96M -$2.8M -81,485 -36%
LSPW
50
Lake Street Private Wealth
Illinois
$4.74M +$752K +21,910 +19%

HYLB Hedge Fund Activity: Q1 2023 in Review

222 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Xtrackers USD High Yield Corporate Bond ETF (HYLB) for Q1 2023, worth a combined $3.5B — down 0.3% from $3.51B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of HYLB and 37 opened new positions — a net loss of 5 holders — while 71 trimmed existing stakes and 77 added.

The largest buyer was VOYA Investment Management, adding an estimated $115M. The largest seller was Bank of America, cutting an estimated $338M.

  • 222 institutional investors held Xtrackers USD High Yield Corporate Bond ETF (HYLB) as of Q1 2023, down from 230 in Q4 2022.
  • Funds reported $3.5B of Xtrackers USD High Yield Corporate Bond ETF stock for Q1 2023, down 0.3% quarter-over-quarter.
  • 37 funds opened new Xtrackers USD High Yield Corporate Bond ETF positions in Q1 2023 and 42 closed out, a net change of -5 holders.
  • The largest Xtrackers USD High Yield Corporate Bond ETF buyer in Q1 2023 was VOYA Investment Management, an estimated $115M added.
  • The largest Xtrackers USD High Yield Corporate Bond ETF seller in Q1 2023 was Bank of America, an estimated $338M sold.

Based on aggregated 13F filings for Q1 2023.