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Xtrackers Short Duration High Yield Bond ETF

28 hedge funds and large institutions have $59.4M invested in Xtrackers Short Duration High Yield Bond ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 4

12% more capital invested

Capital invested by funds: $52.8M → $59.4M (+$6.57M)

1.69% more ownership

Funds ownership: 65.66%67.35% (+1.7%)

7% less funds holding

Funds holding: 3028 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
16
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SL
1
Systelligence LLC
Minnesota
$9.86M +$2.55M +58,904 +35%
CA
2
Crumly & Associates
Illinois
$7.32M +$268K +6,191 +4%
CF
3
Cantor Fitzgerald
New York
$7.24M +$590K +13,642 +9%
Ameriprise
4
Ameriprise
Minnesota
$5.19M +$4.51M +104,169 +628%
BCI
5
Brinker Capital Investments
Pennsylvania
$4.97M +$93.6K +2,163 +2%
OPS
6
Orion Portfolio Solutions
Nebraska
$4.97M +$93.6K +2,163 +2%
AF
7
Allworth Financial
California
$3.64M +$449K +10,386 +14%
3AM
8
3EDGE Asset Management
Florida
$2.64M +$162K +3,740 +6%
Bank of America
9
Bank of America
North Carolina
$2.23M +$87.9K +2,031 +4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.02M +$176K +4,065 +9%
Jane Street
11
Jane Street
New York
$1.8M -$2.74M -63,355 -60%
AI
12
Atria Investments
North Carolina
$1.74M +$114K +2,644 +7%
GWM
13
Geneos Wealth Management
Colorado
$1.05M -$274K -6,342 -21%
RC
14
Rovin Capital
Arizona
$785K +$790K +18,253 New
WWM
15
Western Wealth Management
Colorado
$778K +$8.22K +190 +1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$676K -$23.2K -536 -3%
CAP
17
Columbia Advisory Partners
Washington
$483K +$4.67K +108 +1%
PA
18
PFG Advisors
Arizona
$418K +$164K +3,786 +64%
RF
19
RHS Financial
California
$401K -$237K -5,488 -37%
LPL Financial
20
LPL Financial
California
$369K +$371K +8,570 New
AWA
21
Aaron Wealth Advisors
Illinois
$224K
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$203K +$204K +4,722 New
Osaic Holdings
23
Osaic Holdings
Arizona
$164K +$24.6K +569 +18%
AWM
24
Avior Wealth Management
Nebraska
$80K +$37.5K +866 +87%
Comerica Bank
25
Comerica Bank
Texas
$78K +$78.4K +1,812 New

SHYL Hedge Fund Activity: Q3 2023 in Review

28 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Xtrackers Short Duration High Yield Bond ETF (SHYL) for Q3 2023, worth a combined $59.4M — up 12% from $52.8M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SHYL and 4 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 16 added.

The largest buyer was Ameriprise, adding an estimated $4.51M. The largest seller was Jane Street, cutting an estimated $2.74M.

  • 28 institutional investors held Xtrackers Short Duration High Yield Bond ETF (SHYL) as of Q3 2023, down from 30 in Q2 2023.
  • Funds reported $59.4M of Xtrackers Short Duration High Yield Bond ETF stock for Q3 2023, up 12% quarter-over-quarter.
  • 4 funds opened new Xtrackers Short Duration High Yield Bond ETF positions in Q3 2023 and 6 closed out, a net change of -2 holders.
  • The largest Xtrackers Short Duration High Yield Bond ETF buyer in Q3 2023 was Ameriprise, an estimated $4.51M added.
  • The largest Xtrackers Short Duration High Yield Bond ETF seller in Q3 2023 was Jane Street, an estimated $2.74M sold.

Based on aggregated 13F filings for Q3 2023.