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Xtrackers USD High Yield Corporate Bond ETF
HYLB

214 hedge funds and large institutions have $2.7B invested in Xtrackers USD High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 90 increasing their positions, 62 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 62

0% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 33

2% less funds holding

Funds holding: 219 → 214 (-5)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

10.38% less ownership

Funds ownership: 94.41% → 84.03% (-10%)

13% less capital invested

Capital invested by funds: $3.1B → $2.7B (-$403M)

96% less call options, than puts

Call options by funds: $4K | Put options by funds: $96K

Holders
214
Holders Change
-5
Holders Change %
-2.28%
% of All Funds
3.08%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
33
Increased
90
Reduced
62
Closed
33
Calls
$4K
Puts
$96K
Net Calls
-$92K
Net Calls Change
-$109K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$72.1M
2
RA
Rational Advisors
New York
+$36.5M
3
SA
Stewardship Advisors
Pennsylvania
+$17.4M
4
PP
Prudential plc
United Kingdom
+$17M
5
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$15.4M

Top Sellers

1
FGAM
Financial Gravity Asset Management
Texas
-$224M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$201M
3
Goldman Sachs
Goldman Sachs
New York
-$166M
4
Macquarie Group
Macquarie Group
Australia
-$42.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$29M
Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
126
Beacon Pointe Advisors
California
$364K +$95.6K +2,695 +36%
XF
127
XML Financial
Maryland
$351K +$15K +422 +4%
OCM
128
Objective Capital Management
Ohio
$349K -$33.3K -938 -9%
GFPC
129
Global Financial Private Client
Florida
$341K – – –
HWA
130
HHM Wealth Advisors
Tennessee
$312K – – –
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$310K +$2.48K +70 +0.8%
Creative Planning
132
Creative Planning
Kansas
$286K -$5.18K -146 -2%
HWM
133
Horizons Wealth Management
North Carolina
$286K – – –
PCIA
134
Prime Capital Investment Advisors
Kansas
$282K -$83.2K -2,345 -23%
MFG
135
Merit Financial Group
Georgia
$251K -$54.2K -1,526 -18%
MMA
136
Miracle Mile Advisors
California
$249K +$1.35K +38 +0.5%
RA
137
Riversedge Advisors
Delaware
$243K -$994 -28 -0.4%
FFN
138
Focus Financial Network
Minnesota
$238K +$38.7K +1,091 +19%
AGC
139
Aspen Grove Capital
Colorado
$238K +$237K +6,665 New
EWA
140
EP Wealth Advisors
California
$236K +$234K +6,595 New
Stifel Financial
141
Stifel Financial
Missouri
$234K -$23K -647 -9%
AWM
142
Adams Wealth Management
Utah
$229K -$2.31K -65 -1%
WS
143
Wedbush Securities
California
$220K – – –
PAS
144
Park Avenue Securities
New York
$217K +$216K +6,076 New
NS
145
NBC Securities
Alabama
$211K -$5.29K -149 -3%
LNC
146
Lincoln National Corp
Pennsylvania
$209K +$208K +5,860 New
SF
147
Summit Financial
New Jersey
$205K +$203K +5,729 New
FHA
148
First Horizon Advisors
Tennessee
$201K +$114K +3,216 +134%
AIP
149
Ameritas Investment Partners
Nebraska
$154K -$9.76K -275 -6%
HCP
150
Hexagon Capital Partners
Arkansas
$153K +$33.1K +932 +28%
4 5
6
7 8

HYLB Hedge Fund Activity: Q1 2024 in Review

214 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Xtrackers USD High Yield Corporate Bond ETF (HYLB) for Q1 2024, worth a combined $2.7B — down 13% from $3.1B a quarter earlier.

Fund positioning in HYLB was balanced in Q1 2024: 33 funds opened new positions, 33 closed out, 90 added to existing stakes and 62 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $72.1M. The largest seller was Financial Gravity Asset Management, cutting an estimated $224M.

  • 214 institutional investors held Xtrackers USD High Yield Corporate Bond ETF (HYLB) as of Q1 2024, down from 219 in Q4 2023.
  • Funds reported $2.7B of Xtrackers USD High Yield Corporate Bond ETF stock for Q1 2024, down 13% quarter-over-quarter.
  • 33 funds opened new Xtrackers USD High Yield Corporate Bond ETF positions in Q1 2024 and 33 closed out, a net change of 0 holders.
  • The largest Xtrackers USD High Yield Corporate Bond ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $72.1M added.
  • The largest Xtrackers USD High Yield Corporate Bond ETF seller in Q1 2024 was Financial Gravity Asset Management, an estimated $224M sold.

Based on aggregated 13F filings for Q1 2024.