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Xtrackers Short Duration High Yield Bond ETF

18 hedge funds and large institutions have $39.1M invested in Xtrackers Short Duration High Yield Bond ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

20% more funds holding

Funds holding: 1518 (+3)

9% less capital invested

Capital invested by funds: $43.1M → $39.1M (-$4.09M)

14.55% less ownership

Funds ownership: 64.11%49.56% (-15%)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

Holders
18
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
3
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFIA
1
Cantor Fitzgerald Investment Advisors
New York
$10.2M -$8.3M -173,603 -45%
HI
2
Horizon Investments
North Carolina
$7.71M
OPS
3
Orion Portfolio Solutions
Nebraska
$5.26M +$5.26M +110,024 New
DCM
4
DeGreen Capital Management
Arizona
$5.2M -$4.21M -88,028 -45%
SA
5
Stewardship Advisors
Pennsylvania
$3.77M +$3.77M +78,834 New
Ameriprise
6
Ameriprise
Minnesota
$1.86M +$91.3K +1,909 +5%
LPL Financial
7
LPL Financial
California
$1.23M +$1.01M +21,218 +479%
EL
8
Essex LLC
Illinois
$1.22M +$1.22M +25,427 New
Bank of America
9
Bank of America
North Carolina
$1.13M +$170K +3,560 +18%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$918K -$763K -15,950 -45%
Deutsche Bank
11
Deutsche Bank
Germany
$502K
CTB
12
Country Trust Bank
Illinois
$37K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$12K -$9.57K -200 -44%
UBS Group
14
UBS Group
Switzerland
$6K +$5.79K +121 New
Morgan Stanley
15
Morgan Stanley
New York
$5K +$4.83K +101 New
AssetMark Inc
16
AssetMark Inc
California
$2K
CFGS
17
Concourse Financial Group Securities
Alabama
$2K +$2.44K +51 New
Jane Street
18
Jane Street
New York
-$1.66M -34,381 Closed
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
-$272K -5,650 Closed
Wells Fargo
20
Wells Fargo
California
-$151K -3,151 -100%
FGAM
21
Financial Gravity Asset Management
Texas
-$1K -16 Closed

SHYL Hedge Fund Activity: Q3 2021 in Review

18 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Xtrackers Short Duration High Yield Bond ETF (SHYL) for Q3 2021, worth a combined $39.1M — down 9.5% from $43.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SHYL positions and 3 closed out — a net gain of 3 holders — while 3 added to existing stakes and 5 trimmed.

The largest buyer was Orion Portfolio Solutions, opening a new position worth an estimated $5.26M. The largest seller was Cantor Fitzgerald Investment Advisors, cutting an estimated $8.3M.

  • 18 institutional investors held Xtrackers Short Duration High Yield Bond ETF (SHYL) as of Q3 2021, up from 15 in Q2 2021.
  • Funds reported $39.1M of Xtrackers Short Duration High Yield Bond ETF stock for Q3 2021, down 9.5% quarter-over-quarter.
  • 6 funds opened new Xtrackers Short Duration High Yield Bond ETF positions in Q3 2021 and 3 closed out, a net change of +3 holders.
  • The largest Xtrackers Short Duration High Yield Bond ETF buyer in Q3 2021 was Orion Portfolio Solutions, an estimated $5.26M added.
  • The largest Xtrackers Short Duration High Yield Bond ETF seller in Q3 2021 was Cantor Fitzgerald Investment Advisors, an estimated $8.3M sold.

Based on aggregated 13F filings for Q3 2021.