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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
AWM
126
Accurate Wealth Management
Florida
$414K -$10.3K -299 -2%
LWM
127
Liberty Wealth Management
California
$413K +$409K +11,900 New
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$409K -$128K -3,717 -24%
PFA
129
Petra Financial Advisors
Colorado
$396K -$2.06K -60 -0.5%
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$389K +$33.9K +986 +10%
BWM
131
BerganKDV Wealth Management
Minnesota
$383K -$2.78K -81 -0.7%
Stifel Financial
132
Stifel Financial
Missouri
$380K -$18.6K -541 -5%
MWM
133
Mission Wealth Management
California
$378K -$7.07K -206 -2%
FFA
134
Farther Finance Advisors
California
$364K -$148K -4,297 -29%
HI
135
Harbour Investments
Wisconsin
$356K -$58.1K -1,691 -14%
AIP
136
Ahrens Investment Partners
Louisiana
$354K +$22.4K +651 +7%
PCIA
137
Prime Capital Investment Advisors
Kansas
$351K -$26.3K -767 -7%
FIA
138
Foundations Investment Advisors
Arizona
$349K +$345K +10,035 New
Fisher Asset Management
139
Fisher Asset Management
Washington
$346K +$53.9K +1,571 +19%
AWM
140
Adams Wealth Management
Utah
$334K +$12.5K +365 +4%
PA
141
PFG Advisors
Arizona
$328K +$324K +9,447 New
KOC
142
Koss-Olinger Consulting
Florida
$327K +$378 +11 +0.1%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$327K +$11.5K +335 +4%
IWC
144
Integrated Wealth Concepts
Massachusetts
$307K +$303K +8,838 New
HWA
145
HHM Wealth Advisors
Tennessee
$304K
RJT
146
Raymond James Trust
Florida
$300K
HT
147
Headlands Technologies
Illinois
$269K +$266K +7,744 New
UCFA
148
United Capital Financial Advisors
Texas
$257K +$254K +7,405 New
MCWS
149
McKinley Carter Wealth Services
West Virginia
$235K -$65.4K -1,905 -22%
MIFH
150
Migdal Insurance & Financial Holdings
Israel
$234K +$102K +2,960 +77%

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.