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Xtrackers USD High Yield Corporate Bond ETF

225 hedge funds and large institutions have $3.53B invested in Xtrackers USD High Yield Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 76 increasing their positions, 84 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 32

2% more funds holding

Funds holding: 221225 (+4)

1% more capital invested

Capital invested by funds: $3.5B → $3.53B (+$29.8M)

10% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 84

5.22% less ownership

Funds ownership: 96.79%91.57% (-5.2%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

73% less call options, than puts

Call options by funds: $1.31M | Put options by funds: $4.94M

Holders
225
Holders Change
+4
Holders Change %
+1.81%
% of All Funds
3.53%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
38
Increased
76
Reduced
84
Closed
32
Calls
$1.31M
Puts
$4.94M
Net Calls
-$3.63M
Net Calls Change
-$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
126
Stratos Wealth Partners
Ohio
$408K -$4.42K -129 -1%
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$387K +$324K +9,464 +541%
BCI
128
Brinker Capital Investments
Pennsylvania
$385K +$382K +11,148 New
OPS
129
Orion Portfolio Solutions
Nebraska
$385K +$382K +11,148 New
AWM
130
Accurate Wealth Management
Florida
$381K -$34.2K -998 -8%
BWM
131
BerganKDV Wealth Management
Minnesota
$377K -$3.15K -92 -0.8%
MFG
132
Merit Financial Group
Georgia
$372K +$370K +10,796 New
PCIA
133
Prime Capital Investment Advisors
Kansas
$363K +$14.4K +419 +4%
FEM
134
Fulcrum Equity Management
Texas
$340K +$338K +9,851 New
XF
135
XML Financial
Maryland
$335K -$130K -3,787 -28%
AWM
136
AE Wealth Management
Kansas
$329K -$2.27M -66,307 -87%
Stifel Financial
137
Stifel Financial
Missouri
$321K -$56.6K -1,653 -15%
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$317K -$68.5K -2,000 -18%
KOC
139
Koss-Olinger Consulting
Florida
$315K -$9.15K -267 -3%
FFA
140
Farther Finance Advisors
California
$314K -$47K -1,370 -13%
Fisher Asset Management
141
Fisher Asset Management
Washington
$311K -$32.3K -943 -9%
FIA
142
Foundations Investment Advisors
Arizona
$307K -$39.4K -1,149 -11%
CIS
143
Continental Investors Services
Washington
$305K +$303K +8,828 New
HWA
144
HHM Wealth Advisors
Tennessee
$302K
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$300K -$105K -3,073 -26%
RJT
146
Raymond James Trust
Florida
$298K
AWM
147
Adams Wealth Management
Utah
$273K -$57.9K -1,689 -18%
CFGS
148
Concourse Financial Group Securities
Alabama
$271K +$267K +7,786 +10,666%
MLA
149
My Legacy Advisors
Oregon
$267K -$372K -10,841 -59%
CW
150
CreativeOne Wealth
Kansas
$249K -$186K -5,426 -43%

HYLB Hedge Fund Activity: Q2 2023 in Review

225 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Xtrackers USD High Yield Corporate Bond ETF (HYLB) for Q2 2023, worth a combined $3.53B — up 0.85% from $3.5B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new HYLB positions and 32 closed out — a net gain of 6 holders — while 76 added to existing stakes and 84 trimmed.

The largest buyer was Ocean Park Asset Management, opening a new position worth an estimated $73.5M. The largest seller was Jefferies Financial Group, exiting entirely with an estimated $86.8M sold.

  • 225 institutional investors held Xtrackers USD High Yield Corporate Bond ETF (HYLB) as of Q2 2023, up from 221 in Q1 2023.
  • Funds reported $3.53B of Xtrackers USD High Yield Corporate Bond ETF stock for Q2 2023, up 0.85% quarter-over-quarter.
  • 38 funds opened new Xtrackers USD High Yield Corporate Bond ETF positions in Q2 2023 and 32 closed out, a net change of +6 holders.
  • The largest Xtrackers USD High Yield Corporate Bond ETF buyer in Q2 2023 was Ocean Park Asset Management, an estimated $73.5M added.
  • The largest Xtrackers USD High Yield Corporate Bond ETF seller in Q2 2023 was Jefferies Financial Group, an estimated $86.8M sold.

Based on aggregated 13F filings for Q2 2023.