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Xtrackers Short Duration High Yield Bond ETF

29 hedge funds and large institutions have $46M invested in Xtrackers Short Duration High Yield Bond ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more capital invested

Capital invested by funds: $27.8M → $46M (+$18.1M)

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

18.91% more ownership

Funds ownership: 43.56%62.47% (+19%)

7% more funds holding

Funds holding: 2729 (+2)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
7
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1
Crumly & Associates
Illinois
$7.33M +$7.26M +167,858 New
CF
2
Cantor Fitzgerald
New York
$6.87M -$73.4K -1,696 -1%
OPS
3
Orion Portfolio Solutions
Nebraska
$4.9M +$269K +6,216 +6%
BCI
4
Brinker Capital Investments
Pennsylvania
$4.9M +$4.86M +112,248 New
AI
5
Atria Investments
North Carolina
$3.31M +$3.28M +75,768 New
AF
6
Allworth Financial
California
$3.3M -$121K -2,792 -4%
Bank of America
7
Bank of America
North Carolina
$2.4M -$198K -4,572 -8%
3AM
8
3EDGE Asset Management
Florida
$2.07M +$1.06M +24,583 +108%
Jane Street
9
Jane Street
New York
$2.03M +$1.19M +27,483 +144%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.89M +$169K +3,898 +10%
GWM
11
Geneos Wealth Management
Colorado
$1.73M -$113K -2,610 -6%
Ameriprise
12
Ameriprise
Minnesota
$869K -$214K -4,955 -20%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$779K -$15.7K -362 -2%
WWM
14
Western Wealth Management
Colorado
$760K +$37.5K +867 +5%
RF
15
RHS Financial
California
$657K -$116K -2,689 -15%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$631K +$632K +14,606 New
CAP
17
Columbia Advisory Partners
Washington
$485K +$481K +11,109 New
MML Investors Services
18
MML Investors Services
Massachusetts
$227K +$225K +5,208 New
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$226K +$224K +5,169 New
AWA
20
Aaron Wealth Advisors
Illinois
$203K +$201K +4,652 New
Osaic Holdings
21
Osaic Holdings
Arizona
$167K +$162K +3,736 +4,670%
MCC
22
Money Concepts Capital
Florida
$112K +$461K +10,663 +1,506%
UBS Group
23
UBS Group
Switzerland
$52.9K -$74.3K -1,717 -59%
AWM
24
Avior Wealth Management
Nebraska
$37.3K -$1.13K -26 -3%
SC
25
Schubert & Co
Texas
$35.1K +$34.8K +805 New

SHYL Hedge Fund Activity: Q1 2023 in Review

29 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Xtrackers Short Duration High Yield Bond ETF (SHYL) for Q1 2023, worth a combined $46M — up 65% from $27.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SHYL positions and 7 closed out — a net gain of 2 holders — while 7 added to existing stakes and 9 trimmed.

The largest buyer was Crumly & Associates, opening a new position worth an estimated $7.26M. The largest seller was WCG Wealth Advisors, exiting entirely with an estimated $523K sold.

  • 29 institutional investors held Xtrackers Short Duration High Yield Bond ETF (SHYL) as of Q1 2023, up from 27 in Q4 2022.
  • Funds reported $46M of Xtrackers Short Duration High Yield Bond ETF stock for Q1 2023, up 65% quarter-over-quarter.
  • 9 funds opened new Xtrackers Short Duration High Yield Bond ETF positions in Q1 2023 and 7 closed out, a net change of +2 holders.
  • The largest Xtrackers Short Duration High Yield Bond ETF buyer in Q1 2023 was Crumly & Associates, an estimated $7.26M added.
  • The largest Xtrackers Short Duration High Yield Bond ETF seller in Q1 2023 was WCG Wealth Advisors, an estimated $523K sold.

Based on aggregated 13F filings for Q1 2023.