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Xtrackers Short Duration High Yield Bond ETF

30 hedge funds and large institutions have $52.8M invested in Xtrackers Short Duration High Yield Bond ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

15% more capital invested

Capital invested by funds: $46M → $52.8M (+$6.81M)

3% more funds holding

Funds holding: 2930 (+1)

3.19% more ownership

Funds ownership: 62.47%65.66% (+3.2%)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
8
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SL
1
Systelligence LLC
Minnesota
$7.4M +$7.35M +170,351 New
CA
2
Crumly & Associates
Illinois
$7.12M -$170K -3,936 -2%
CF
3
Cantor Fitzgerald
New York
$6.72M -$113K -2,608 -2%
BCI
4
Brinker Capital Investments
Pennsylvania
$4.93M +$48.5K +1,124 +1%
OPS
5
Orion Portfolio Solutions
Nebraska
$4.93M +$48.5K +1,124 +1%
Jane Street
6
Jane Street
New York
$4.57M +$2.53M +58,668 +126%
AF
7
Allworth Financial
California
$3.22M -$65K -1,506 -2%
3AM
8
3EDGE Asset Management
Florida
$2.54M +$482K +11,167 +24%
Bank of America
9
Bank of America
North Carolina
$2.17M -$219K -5,068 -9%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.86M -$13.9K -323 -0.7%
AI
11
Atria Investments
North Carolina
$1.65M -$1.64M -37,884 -50%
GWM
12
Geneos Wealth Management
Colorado
$1.34M -$379K -8,774 -22%
WWM
13
Western Wealth Management
Colorado
$777K +$20.5K +476 +3%
Ameriprise
14
Ameriprise
Minnesota
$721K -$137K -3,165 -16%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$706K -$69.5K -1,611 -9%
RF
16
RHS Financial
California
$644K -$9.93K -230 -2%
CAP
17
Columbia Advisory Partners
Washington
$483K
PA
18
PFG Advisors
Arizona
$258K +$256K +5,933 New
AWA
19
Aaron Wealth Advisors
Illinois
$226K +$24.2K +560 +12%
MML Investors Services
20
MML Investors Services
Massachusetts
$208K -$18K -418 -8%
Osaic Holdings
21
Osaic Holdings
Arizona
$141K -$24.9K -577 -15%
UBS Group
22
UBS Group
Switzerland
$91K +$38.1K +882 +73%
AWM
23
Avior Wealth Management
Nebraska
$43.1K +$5.96K +138 +16%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$11K
AIP
25
Ameritas Investment Partners
Nebraska
$10.9K +$10.8K +250 New

SHYL Hedge Fund Activity: Q2 2023 in Review

30 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Xtrackers Short Duration High Yield Bond ETF (SHYL) for Q2 2023, worth a combined $52.8M — up 15% from $46M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SHYL positions and 4 closed out — a net gain of 1 holder — while 8 added to existing stakes and 12 trimmed.

The largest buyer was Systelligence LLC, opening a new position worth an estimated $7.35M. The largest seller was Atria Investments, cutting an estimated $1.64M.

  • 30 institutional investors held Xtrackers Short Duration High Yield Bond ETF (SHYL) as of Q2 2023, up from 29 in Q1 2023.
  • Funds reported $52.8M of Xtrackers Short Duration High Yield Bond ETF stock for Q2 2023, up 15% quarter-over-quarter.
  • 5 funds opened new Xtrackers Short Duration High Yield Bond ETF positions in Q2 2023 and 4 closed out, a net change of +1 holder.
  • The largest Xtrackers Short Duration High Yield Bond ETF buyer in Q2 2023 was Systelligence LLC, an estimated $7.35M added.
  • The largest Xtrackers Short Duration High Yield Bond ETF seller in Q2 2023 was Atria Investments, an estimated $1.64M sold.

Based on aggregated 13F filings for Q2 2023.