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Xtrackers USD High Yield Corporate Bond ETF

32 hedge funds and large institutions have $490M invested in Xtrackers USD High Yield Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 1

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

146% more capital invested

Capital invested by funds: $199M → $490M (+$291M)

88% more funds holding

Funds holding: 1732 (+15)

61.69% more ownership

Funds ownership: 34.64%96.33% (+62%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
32
Holders Change
+15
Holders Change %
+88.24%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
10
Reduced
1
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$282M +$284M +6,987,900 New
ERSOT
2
Employees Retirement System of Texas
Texas
$136M
HI
3
Horizon Investments
North Carolina
$38.4M +$14.4M +355,573 +61%
Fisher Asset Management
4
Fisher Asset Management
Washington
$7.43M +$7.47M +184,060 New
PI
5
PFS Investments
Georgia
$5.29M +$5.31M +130,668 New
FI
6
FormulaFolio Investments
Michigan
$3.53M +$3.55M +87,394 New
Bank of America
7
Bank of America
North Carolina
$3.08M +$60.6K +1,492 +2%
KBFS
8
Kohmann Bosshard Financial Services
Ohio
$2.48M +$1.57M +38,716 +170%
Wells Fargo
9
Wells Fargo
California
$2.34M +$2.31M +56,866 +4,953%
FFS
10
Founders Financial Securities
Maryland
$1.57M +$732K +18,031 +87%
FAAS
11
First Allied Advisory Services
California
$1.51M +$1.51M +37,239 New
CM
12
Columbus Macro
Pennsylvania
$1.49M +$1.5M +37,006 New
AP
13
Advisors Preferred
Maryland
$1.16M +$1.16M +28,628 New
HighTower Advisors
14
HighTower Advisors
Illinois
$949K +$959K +23,610 New
State of Tennessee, Department of Treasury
15
State of Tennessee, Department of Treasury
Tennessee
$903K +$909K +22,375 New
Morgan Stanley
16
Morgan Stanley
New York
$530K +$185K +4,562 +53%
MIFH
17
Migdal Insurance & Financial Holdings
Israel
$478K -$110K -2,718 -19%
BCM
18
Bluefin Capital Management
New York
$395K +$397K +9,779 New
AG
19
Advisor Group
Arizona
$385K +$387K +9,531 New
GAM
20
Gemmer Asset Management
California
$191K +$189K +4,664 +6,759%
IA
21
IFP Advisors
Florida
$46K +$18.2K +449 +66%
UBS Group
22
UBS Group
Switzerland
$27K +$26.4K +650 +2,500%
FANJ
23
Financial Architects (New Jersey)
New Jersey
$25K +$25.2K +621 New
BTIS
24
BB&T Investment Services
North Carolina
$23K +$22.1K +543 +1,645%
AIM
25
Advantage Investment Management
Iowa
$17K +$16.8K +414 New

HYLB Hedge Fund Activity: Q4 2017 in Review

32 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Xtrackers USD High Yield Corporate Bond ETF (HYLB) for Q4 2017, worth a combined $490M — up 146% from $199M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new HYLB positions and 5 closed out — a net gain of 15 holders — while 10 added to existing stakes and 1 trimmed.

The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $284M. The largest seller was WBI Investments, exiting entirely with an estimated $10.6M sold.

  • 32 institutional investors held Xtrackers USD High Yield Corporate Bond ETF (HYLB) as of Q4 2017, up from 17 in Q3 2017.
  • Funds reported $490M of Xtrackers USD High Yield Corporate Bond ETF stock for Q4 2017, up 146% quarter-over-quarter.
  • 20 funds opened new Xtrackers USD High Yield Corporate Bond ETF positions in Q4 2017 and 5 closed out, a net change of +15 holders.
  • The largest Xtrackers USD High Yield Corporate Bond ETF buyer in Q4 2017 was Charles Schwab Investment Advisory, an estimated $284M added.
  • The largest Xtrackers USD High Yield Corporate Bond ETF seller in Q4 2017 was WBI Investments, an estimated $10.6M sold.

Based on aggregated 13F filings for Q4 2017.