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Xtrackers Short Duration High Yield Bond ETF

31 hedge funds and large institutions have $61.6M invested in Xtrackers Short Duration High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

3% more capital invested

Capital invested by funds: $59.8M → $61.6M (+$1.77M)

0.94% more ownership

Funds ownership: 56.55%57.49% (+0.94%)

3% less funds holding

Funds holding: 3231 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
31
Holders Change
-1
Holders Change %
-3.13%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
17
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$18.1M -$67.5K -1,510 -0.4%
CA
2
Crumly & Associates
Illinois
$9.03M +$802K +17,936 +10%
CFIA
3
Cantor Fitzgerald Investment Advisors
New York
$5.86M +$1.49M +33,200 +35%
BCI
4
Brinker Capital Investments
Pennsylvania
$4.64M +$115K +2,567 +3%
OPS
5
Orion Portfolio Solutions
Nebraska
$4.64M +$115K +2,567 +3%
CIA
6
Concurrent Investment Advisors
Florida
$2.47M +$1.95M +43,562 +410%
LPL Financial
7
LPL Financial
California
$2.15M +$403K +9,016 +24%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.1M +$14.8K +332 +0.7%
SA
9
Sanctuary Advisors
Indiana
$1.57M +$215K +4,802 +16%
Jane Street
10
Jane Street
New York
$1.39M -$2.67M -59,694 -66%
AI
11
Atria Investments
North Carolina
$1.26M +$42.7K +954 +4%
FTS
12
Fifth Third Securities
Ohio
$1.19M -$123K -2,743 -10%
Ameriprise
13
Ameriprise
Minnesota
$1.1M -$502K -11,234 -32%
RC
14
Rovin Capital
Arizona
$1.08M +$36.7K +821 +4%
PA
15
PFG Advisors
Arizona
$984K +$214K +4,788 +29%
AssetMark Inc
16
AssetMark Inc
California
$629K -$26.2K -586 -4%
AF
17
Allworth Financial
California
$593K -$392K -8,770 -40%
GIA
18
Gladstone Institutional Advisory
Florida
$590K +$266K +5,950 +85%
UWM
19
USAdvisors Wealth Management
Minnesota
$440K +$25K +560 +6%
GWM
20
Geneos Wealth Management
Colorado
$408K -$53K -1,185 -12%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$401K +$12.4K +277 +3%
DAS
22
Diversify Advisory Services
Utah
$354K +$14.4K +322 +4%
AWA
23
Aaron Wealth Advisors
Illinois
$212K
RJA
24
Raymond James & Associates
Florida
$209K +$205K +4,591 New
JP Morgan Chase
25
JP Morgan Chase
New York
$93.4K +$91.6K +2,048 New

SHYL Hedge Fund Activity: Q3 2024 in Review

31 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Xtrackers Short Duration High Yield Bond ETF (SHYL) for Q3 2024, worth a combined $61.6M — up 3% from $59.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SHYL and 3 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 17 added.

The largest buyer was Concurrent Investment Advisors, adding an estimated $1.95M. The largest seller was Jane Street, cutting an estimated $2.67M.

  • 31 institutional investors held Xtrackers Short Duration High Yield Bond ETF (SHYL) as of Q3 2024, down from 32 in Q2 2024.
  • Funds reported $61.6M of Xtrackers Short Duration High Yield Bond ETF stock for Q3 2024, up 3% quarter-over-quarter.
  • 3 funds opened new Xtrackers Short Duration High Yield Bond ETF positions in Q3 2024 and 4 closed out, a net change of -1 holder.
  • The largest Xtrackers Short Duration High Yield Bond ETF buyer in Q3 2024 was Concurrent Investment Advisors, an estimated $1.95M added.
  • The largest Xtrackers Short Duration High Yield Bond ETF seller in Q3 2024 was Jane Street, an estimated $2.67M sold.

Based on aggregated 13F filings for Q3 2024.