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HYDW · Xtrackers Low Beta High Yield Bond ETF ETF

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$46.55 -0.05 (-0.12%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 22
Total Value: $260,472,148
Total Shares: 8,515,116

Institutional Ownership Trend

15 quarters

Holder Concentration

Across 22 13F filers · Δ vs Jun 30, 2023
Top Holder
69.0%
Dec 2020 → Sep 2023 · range 44.3% – 98.1%
−0.2 pts
Top 5
96.9%
Dec 2020 → Sep 2023 · range 92.4% – 99.6%
+2.7 pts
Top 10
99.2%
Dec 2020 → Sep 2023 · range 99.2% – 100.0%
−0.2 pts
HHI
5,090
Dec 2020 → Sep 2023 · range 2,798 – 9,631
Highly concentrated+97

Quarterly Activity

vs Jun 30, 2023
New
4
Increased
8
Decreased
6
Sold Out
1
Unchanged
4
Holder count: +3
Institutional value: -2.2%
Shares held: +44.8%

Top Buyers

vs Jun 30, 2023
Institution Added Now Holds Open
Financial Gravity Asset Management, Inc. +3,454,034 3,604,534
ENVESTNET ASSET MANAGEMENT INC +68,473 308,238
Cetera Investment Advisers +14,323 262,225
LPL Financial LLC +9,452 17,622
Cetera Advisor Networks LLC +4,427 29,266

Top Sellers

vs Jun 30, 2023
Institution Sold Now Holds Open
Capital Analysts, LLC −692,492 1,365
JANE STREET GROUP, LLC −244,438 42,787
Columbus Macro, LLC −3,833 85,962
CWM, LLC −1,674 38,703
Allworth Financial LP −577 3,997

Top New Positions

vs Jun 30, 2023
Institution Acquired Value (USD) Open
OSAIC HOLDINGS, INC. 12,498 $551,948
FLOW TRADERS U.S. LLC 6,377 $281,627
JPMORGAN CHASE & CO 1,627 $71,853
NewEdge Advisors, LLC 206 $9,097

Top Sold-Out Positions

vs Jun 30, 2023
Institution Previously Held Last Value (USD) Open
MORGAN STANLEY 2 $90
Filter: New 4 Increased 8 Reduced 6 Sold out 1 Unchanged 4
Showing 22 of 22
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
American Family Insurance Mutual Holding Co HYDW $179,699,247 68.99% 4,069,000
Financial Gravity Asset Management, Inc. HYDW $43,606,126 16.74% 3,604,534
ENVESTNET ASSET MANAGEMENT INC HYDW $13,612,714 5.23% 308,238
Cetera Investment Advisers HYDW $11,580,642 4.45% 262,225
Columbus Macro, LLC HYDW $3,796,339 1.46% 85,962
JANE STREET GROUP, LLC HYDW $1,889,602 0.73% 42,787
CWM, LLC HYDW $1,709,240 0.66% 38,703
Cetera Advisor Networks LLC HYDW $1,292,474 0.50% 29,266
LPL Financial LLC HYDW $778,240 0.30% 17,622
OSAIC HOLDINGS, INC. HYDW $551,948 0.21% 12,498
OLD MISSION CAPITAL LLC HYDW $406,432 0.16% 9,203
Cetera Advisors LLC HYDW $399,542 0.15% 9,047
Valmark Advisers, Inc. HYDW $318,326 0.12% 7,208
FLOW TRADERS U.S. LLC HYDW $281,627 0.11% 6,377
Allworth Financial LP HYDW $176,519 0.07% 3,997
BANK OF AMERICA CORP /DE/ HYDW $139,068 0.05% 3,149
JPMORGAN CHASE & CO HYDW $71,853 0.03% 1,627
Capital Analysts, LLC HYDW $60,282 0.02% 1,365
UBS Group AG HYDW $48,667 0.02% 1,102
ROYAL BANK OF CANADA HYDW $44,163 0.02% 1,000
NewEdge Advisors, LLC HYDW $9,097 0.00% 206
PROEQUITIES, INC. HYDW $0 0.00% 0