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Xtrackers USD High Yield Corporate Bond ETF

45 hedge funds and large institutions have $981M invested in Xtrackers USD High Yield Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 17 increasing their positions, 2 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 2

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

100% more capital invested

Capital invested by funds: $490M → $981M (+$491M)

41% more funds holding

Funds holding: 3245 (+13)

16.94% more ownership

Funds ownership: 96.33%113.28% (+17%)

Holders
45
Holders Change
+13
Holders Change %
+40.63%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
17
Reduced
2
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$607M +$334M +8,343,285 +119%
ERSOT
2
Employees Retirement System of Texas
Texas
$129M
VA
3
Valmark Advisers
Ohio
$68.1M +$68.7M +1,717,776 New
HI
4
Horizon Investments
North Carolina
$41.4M +$4.17M +104,220 +11%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.6M +$29.9M +747,420 New
Fisher Asset Management
6
Fisher Asset Management
Washington
$24.2M +$17.1M +427,073 +232%
UBS AM
7
UBS AM
Illinois
$18.1M +$18.2M +456,129 New
PI
8
PFS Investments
Georgia
$9.5M +$4.39M +109,750 +84%
Jane Street
9
Jane Street
New York
$7.42M +$7.49M +187,254 New
Wells Fargo
10
Wells Fargo
California
$7.17M +$4.91M +122,879 +212%
FAAS
11
First Allied Advisory Services
California
$4.86M +$3.43M +85,719 +230%
CM
12
Columbus Macro
Pennsylvania
$4.65M +$3.22M +80,479 +217%
Bank of America
13
Bank of America
North Carolina
$3.46M +$440K +11,001 +14%
KBFS
14
Kohmann Bosshard Financial Services
Ohio
$3.44M +$1.01M +25,189 +41%
Deutsche Bank
15
Deutsche Bank
Germany
$3.09M +$3.12M +77,935 New
Mackenzie Financial
16
Mackenzie Financial
Ontario, Canada
$3.02M +$3.04M +76,098 New
Morgan Stanley
17
Morgan Stanley
New York
$2.49M +$1.99M +49,745 +379%
AP
18
Advisors Preferred
Maryland
$2.39M +$1.27M +31,697 +111%
HighTower Advisors
19
HighTower Advisors
Illinois
$2.38M +$1.47M +36,888 +156%
UBS Group
20
UBS Group
Switzerland
$1.72M +$1.71M +42,712 +6,318%
FFS
21
Founders Financial Securities
Maryland
$1.55M +$13.5K +337 +0.9%
IF
22
IRON Financial
Illinois
$1.41M +$1.42M +35,538 New
State of Tennessee, Department of Treasury
23
State of Tennessee, Department of Treasury
Tennessee
$886K
FI
24
FormulaFolio Investments
Michigan
$862K -$2.62M -65,631 -75%
RJA
25
Raymond James & Associates
Florida
$759K +$766K +19,161 New

HYLB Hedge Fund Activity: Q1 2018 in Review

45 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Xtrackers USD High Yield Corporate Bond ETF (HYLB) for Q1 2018, worth a combined $981M — up 100% from $490M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HYLB positions and 7 closed out — a net gain of 14 holders — while 17 added to existing stakes and 2 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $334M. The largest seller was FormulaFolio Investments, cutting an estimated $2.62M.

  • 45 institutional investors held Xtrackers USD High Yield Corporate Bond ETF (HYLB) as of Q1 2018, up from 32 in Q4 2017.
  • Funds reported $981M of Xtrackers USD High Yield Corporate Bond ETF stock for Q1 2018, up 100% quarter-over-quarter.
  • 21 funds opened new Xtrackers USD High Yield Corporate Bond ETF positions in Q1 2018 and 7 closed out, a net change of +14 holders.
  • The largest Xtrackers USD High Yield Corporate Bond ETF buyer in Q1 2018 was Charles Schwab Investment Advisory, an estimated $334M added.
  • The largest Xtrackers USD High Yield Corporate Bond ETF seller in Q1 2018 was FormulaFolio Investments, an estimated $2.62M sold.

Based on aggregated 13F filings for Q1 2018.