HYDW Institutional Ownership
Xtrackers Low Beta High Yield Bond ETF
1W: -0.4%
1M: -2.2%
3M: -2.6%
YTD: -2.7%
1Y: -2.7%
3Y: +17.3%
5Y: +11.2%
$45.51
+0.02 (+0.05%)
Weekly Expected Move ±0.5%
$45
$45
$46
$46
$46
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — HYDW
20
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
88M
Total Invested
4
New Positions
7
Increased
7
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (26 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Financial Gravity Companies, Inc. NEW | 420,187 | 19M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Financial Gravity Asset Management, In | 409,131 | 19M | +21,832 | +5.6% | 3Q | SEC ↗ |
| 3 | Columbus Macro, LLC | 406,373 | 18M | +15,966 | +4.1% | 17Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 389,685 | 18M | +15,520 | +4.1% | 23Q | SEC ↗ |
| 5 | Cetera Investment Advisers | 372,504 | 17M | +17,843 | +5.0% | 17Q | SEC ↗ |
| 6 | MORGAN STANLEY | 100,001 | 5M | — | +0.0% | 5Q | SEC ↗ |
| 7 | Allworth Financial LP | 55,095 | 3M | +18,437 | +50.3% | 15Q | SEC ↗ |
| 8 | MRA Advisory Group | 36,978 | 2M | -1,651 | -4.3% | 3Q | SEC ↗ |
| 9 | JPMORGAN CHASE & CO | 35,977 | 2M | +21,220 | +143.8% | 12Q | SEC ↗ |
| 10 | LPL Financial LLC | 16,429 | 748K | +2,362 | +16.8% | 9Q | SEC ↗ |
| 11 | Wealth Management Associates, Inc. | 14,930 | 679K | +4,450 | +42.5% | 3Q | SEC ↗ |
| 12 | Mutual Advisors, LLC | 9,443 | 430K | -167 | -1.7% | 10Q | SEC ↗ |
| 13 | JANE STREET GROUP, LLC | 8,384 | 382K | -28,765 | -77.4% | 2Q | SEC ↗ |
| 14 | MERCER GLOBAL ADVISORS INC /ADV NEW | 6,793 | 309K | — | +0.0% | 1Q | SEC ↗ |
| 15 | ROYAL BANK OF CANADA | 541 | 25K | — | +0.0% | 25Q | SEC ↗ |
| 16 | Capital Analysts, LLC | 368 | 17K | -422 | -53.4% | 5Q | SEC ↗ |
| 17 | IFG Advisory, LLC NEW | 200 | 9K | — | +0.0% | 1Q | SEC ↗ |
| 18 | NEW ENGLAND ASSET MANAGEMENT INC NEW | 115 | 5K | — | +0.0% | 1Q | SEC ↗ |
| 19 | OPTIMA CAPITAL LLC | 0 | 0K | -2,580 | -100.0% | 1Q | SEC ↗ |
| 20 | OSAIC HOLDINGS, INC. | 0 | 0K | -56 | -100.0% | 1Q | SEC ↗ |
| 21 | Proficio Capital Partners LLC | 0 | 0K | -29,580 | -100.0% | 1Q | SEC ↗ |
| 22 | HARBOUR INVESTMENTS, INC. | 0 | 0K | -16 | -100.0% | 1Q | SEC ↗ |
| 23 | BANK OF AMERICA CORP /DE | 0 | 0K | -3,566 | -100.0% | 13Q | SEC ↗ |
| 24 | CITIGROUP INC | 0 | 0K | -64 | -100.0% | 1Q | SEC ↗ |
| 25 | CWM, LLC | 0 | 0K | -315 | -100.0% | 17Q | SEC ↗ |
| 26 | UBS Group AG | 0 | 0K | -332 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Financial Gravity Companies, Inc. | 420,187 | 19M |
| MERCER GLOBAL ADVISORS INC /ADV | 6,793 | 309K |
| IFG Advisory, LLC | 200 | 9K |
| NEW ENGLAND ASSET MANAGEMENT INC | 115 | 5K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Proficio Capital Partners LLC | 29,580 | 1M |
| BANK OF AMERICA CORP /DE | 3,566 | 162K |
| OPTIMA CAPITAL LLC | 2,580 | 117K |
| UBS Group AG | 332 | 15K |
| CWM, LLC | 315 | 14K |
| CITIGROUP INC | 64 | 3K |
| OSAIC HOLDINGS, INC. | 56 | 3K |
| HARBOUR INVESTMENTS, INC. | 16 | 1K |
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Financial Gravity Asset Management, | +21,832 | +5.6% | 409,131 |
| JPMORGAN CHASE & CO | +21,220 | +143.8% | 35,977 |
| Allworth Financial LP | +18,437 | +50.3% | 55,095 |
| Cetera Investment Advisers | +17,843 | +5.0% | 372,504 |
| Columbus Macro, LLC | +15,966 | +4.1% | 406,373 |
| ENVESTNET ASSET MANAGEMENT INC | +15,520 | +4.1% | 389,685 |
| Wealth Management Associates, Inc. | +4,450 | +42.5% | 14,930 |
| LPL Financial LLC | +2,362 | +16.8% | 16,429 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -28,765 | -77.4% | 8,384 |
| MRA Advisory Group | -1,651 | -4.3% | 36,978 |
| Capital Analysts, LLC | -422 | -53.4% | 368 |
| Mutual Advisors, LLC | -167 | -1.7% | 9,443 |