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Xtrackers Short Duration High Yield Bond ETF

42 hedge funds and large institutions have $77M invested in Xtrackers Short Duration High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding

Funds holding: 3142 (+11)

25% more capital invested

Capital invested by funds: $61.6M → $77M (+$15.4M)

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

0.14% less ownership

Funds ownership: 57.49%57.35% (-0.14%)

Holders
42
Holders Change
+11
Holders Change %
+35.48%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
15
Reduced
12
Closed
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
$20.5M +$2.77M +61,455 +15%
CA
2
Crumly & Associates
Illinois
$9.29M +$432K +9,564 +5%
CFIA
3
Cantor Fitzgerald Investment Advisors
New York
$6.24M +$501K +11,091 +9%
BCI
4
Brinker Capital Investments
Pennsylvania
$4.78M +$235K +5,199 +5%
OPS
5
Orion Portfolio Solutions
Nebraska
$4.78M +$235K +5,199 +5%
LPL Financial
6
LPL Financial
California
$4.16M +$2.07M +45,967 +98%
AFG
7
ABLE Financial Group
Arizona
$4.09M +$4.13M +91,451 New
CIA
8
Concurrent Investment Advisors
Florida
$3.71M +$1.3M +28,777 +53%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.27M +$210K +4,648 +10%
FTS
10
Fifth Third Securities
Ohio
$1.95M +$792K +17,550 +67%
SA
11
Sanctuary Advisors
Indiana
$1.67M +$96.9K +2,147 +6%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.46M +$1.46M +32,374 +17,220%
AI
13
Atria Investments
North Carolina
$1.21M -$27.4K -608 -2%
RWM
14
Rialto Wealth Management
New York
$1.14M +$1.15M +25,402 New
RC
15
Rovin Capital
Arizona
$1.13M +$71.1K +1,575 +7%
Jane Street
16
Jane Street
New York
$1.07M -$296K -6,556 -21%
Ameriprise
17
Ameriprise
Minnesota
$973K -$96.9K -2,147 -9%
IAIM
18
International Assets Investment Management
Florida
$825K +$830K +18,395 New
PA
19
PFG Advisors
Arizona
$707K -$261K -5,775 -27%
AssetMark Inc
20
AssetMark Inc
California
$596K -$20.5K -455 -3%
GIA
21
Gladstone Institutional Advisory
Florida
$585K +$6.18K +137 +1%
UWM
22
USAdvisors Wealth Management
Minnesota
$506K +$74.9K +1,659 +17%
AF
23
Allworth Financial
California
$498K -$89.7K -1,988 -15%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$381K -$12.7K -282 -3%
DAS
25
Diversify Advisory Services
Utah
$350K -$181 -4 -0.1%

SHYL Hedge Fund Activity: Q4 2024 in Review

42 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Xtrackers Short Duration High Yield Bond ETF (SHYL) for Q4 2024, worth a combined $77M — up 25% from $61.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SHYL positions and 0 closed out — a net gain of 12 holders — while 15 added to existing stakes and 12 trimmed.

The largest buyer was ABLE Financial Group, opening a new position worth an estimated $4.13M. The largest seller was Jane Street, cutting an estimated $296K.

  • 42 institutional investors held Xtrackers Short Duration High Yield Bond ETF (SHYL) as of Q4 2024, up from 31 in Q3 2024.
  • Funds reported $77M of Xtrackers Short Duration High Yield Bond ETF stock for Q4 2024, up 25% quarter-over-quarter.
  • 12 funds opened new Xtrackers Short Duration High Yield Bond ETF positions in Q4 2024 and 0 closed out, a net change of +12 holders.
  • The largest Xtrackers Short Duration High Yield Bond ETF buyer in Q4 2024 was ABLE Financial Group, an estimated $4.13M added.
  • The largest Xtrackers Short Duration High Yield Bond ETF seller in Q4 2024 was Jane Street, an estimated $296K sold.

Based on aggregated 13F filings for Q4 2024.