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Xtrackers USD High Yield Corporate Bond ETF

176 hedge funds and large institutions have $4B invested in Xtrackers USD High Yield Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 77 increasing their positions, 38 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 20

103% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 38

67% more funds holding in top 10

Funds holding in top 10: 915 (+6)

30% more capital invested

Capital invested by funds: $3.08B → $4B (+$928M)

17% more funds holding

Funds holding: 150176 (+26)

1.69% more ownership

Funds ownership: 113.91%115.6% (+1.7%)

Holders
176
Holders Change
+26
Holders Change %
+17.33%
% of All Funds
3.47%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.3%
New
46
Increased
77
Reduced
38
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$1.01B +$49.7M +1,244,640 +5%
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$519M +$233M +5,838,140 +83%
Bank of America
3
Bank of America
North Carolina
$278M +$4.19M +104,820 +2%
Fisher Asset Management
4
Fisher Asset Management
Washington
$235M +$29.2M +730,163 +14%
Wells Fargo
5
Wells Fargo
California
$223M +$202M +5,067,481 +1,104%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$163M -$26.3M -658,700 -14%
VA
7
Valmark Advisers
Ohio
$162M +$1.66M +41,541 +1%
AFIMH
8
American Family Insurance Mutual Holding
Wisconsin
$134M +$133M +3,319,625 New
FI
9
FormulaFolio Investments
Michigan
$133M +$73.4M +1,836,367 +126%
AssetMark Inc
10
AssetMark Inc
California
$117M +$51.6M +1,292,376 +80%
WI
11
WBI Investments
New Jersey
$105M +$42.2M +1,055,983 +68%
GC
12
Grimes & Company
Massachusetts
$72.7M +$3.4M +85,199 +5%
Deutsche Bank
13
Deutsche Bank
Germany
$71.7M +$38.2M +957,417 +116%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$70.9M -$17M -426,654 -20%
PP
15
Prudential plc
United Kingdom
$68.6M +$5.21M +130,344 +8%
Ameriprise
16
Ameriprise
Minnesota
$68.5M +$66.9M +1,674,444 +6,387%
HI
17
Horizon Investments
North Carolina
$65.7M +$10.2M +255,802 +19%
CCMG
18
Clark Capital Management Group
Pennsylvania
$37.7M +$1.61M +40,400 +5%
AG
19
Advisor Group
Arizona
$35.1M +$219K +5,480 +0.6%
PI
20
PFS Investments
Georgia
$30.9M -$130K -3,246 -0.4%
SWM
21
SigFig Wealth Management
California
$28.5M +$3.37M +84,331 +14%
MAM
22
Meeder Asset Management
Ohio
$24.8M +$18.2M +456,681 +287%
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$23.3M +$4.21M +105,367 +22%
LPL Financial
24
LPL Financial
California
$22.6M -$5.63M -141,070 -20%
FTUS
25
Flow Traders U.S.
New York
$20.1M +$20M +499,698 New

HYLB Hedge Fund Activity: Q4 2019 in Review

176 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Xtrackers USD High Yield Corporate Bond ETF (HYLB) for Q4 2019, worth a combined $4B — up 30% from $3.08B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new HYLB positions and 20 closed out — a net gain of 26 holders — while 77 added to existing stakes and 38 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $233M. The largest seller was UBS AM, exiting entirely with an estimated $66.5M sold.

  • 176 institutional investors held Xtrackers USD High Yield Corporate Bond ETF (HYLB) as of Q4 2019, up from 150 in Q3 2019.
  • Funds reported $4B of Xtrackers USD High Yield Corporate Bond ETF stock for Q4 2019, up 30% quarter-over-quarter.
  • 46 funds opened new Xtrackers USD High Yield Corporate Bond ETF positions in Q4 2019 and 20 closed out, a net change of +26 holders.
  • The largest Xtrackers USD High Yield Corporate Bond ETF buyer in Q4 2019 was Manulife (Manufacturers Life Insurance), an estimated $233M added.
  • The largest Xtrackers USD High Yield Corporate Bond ETF seller in Q4 2019 was UBS AM, an estimated $66.5M sold.

Based on aggregated 13F filings for Q4 2019.