XTRS LOW BETA HI YIELD ETF (HYDW) Institutional Ownership Changes & 13F Activity
XTRS LOW BETA HI YIELD ETF (HYDW). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Columbus Macro, Llc, Envestnet Asset Management Inc, Cetera Investment Advisers, Financial Gravity Asset Management, Inc., and Morgan Stanley.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cetera Investment Advisers | Buy | +447,945 | — | 447,945 | $21.14M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +3,566 | — | 3,566 | $168.25K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +541 | — | 541 | $26.00K | Q4 2025 | Feb 17, 2026 |
| New England Asset Management Inc | Buy | +115 | — | 115 | $5.43K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +56 | — | 56 | $2.64K | Q4 2025 | Feb 17, 2026 |
| Financial Gravity Asset Management, Inc. | Buy | +387,299 | — | 387,299 | $18.27M | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +100,001 | — | 100,001 | $4.72M | Q4 2025 | Feb 13, 2026 |
| Proficio Capital Partners Llc | Buy | +29,580 | — | 29,580 | $1.40M | Q4 2025 | Feb 12, 2026 |
| Lpl Financial Llc | Buy | +18,645 | — | 18,645 | $879.75K | Q4 2025 | Feb 11, 2026 |
| Jpmorgan Chase & Co | Buy | +12,101 | — | 12,101 | $570.97K | Q4 2025 | Feb 11, 2026 |
| Capital Analysts, Llc | Buy | +360 | — | 360 | $17.00K | Q4 2025 | Feb 11, 2026 |
| Envestnet Asset Management Inc | Buy | +470,416 | — | 470,416 | $22.20M | Q4 2025 | Feb 10, 2026 |
| Allworth Financial Lp | Buy | +36,436 | — | 36,436 | $1.72M | Q4 2025 | Feb 05, 2026 |
| Mutual Advisors, Llc | Buy | +9,087 | — | 9,087 | $428.76K | Q4 2025 | Feb 02, 2026 |
| Cwm, Llc | Buy | +315 | — | 315 | $15.00K | Q4 2025 | Jan 26, 2026 |
| Optima Capital Llc | Buy | +2,580 | — | 2,580 | $121.73K | Q4 2025 | Jan 23, 2026 |
| Wealth Management Associates, Inc. | Buy | +8,380 | — | 8,380 | $395.40K | Q4 2025 | Jan 20, 2026 |
| Mra Advisory Group | Buy | +25,984 | — | 25,984 | $1.23M | Q4 2025 | Jan 16, 2026 |
| Columbus Macro, Llc | Buy | +486,995 | — | 486,995 | $22.98M | Q4 2025 | Jan 15, 2026 |
Frequently asked questions about HYDW activity
Which institutional owners are buying HYDW?
Institutional owners buying HYDW include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in HYDW activity?
"Buy" means an investor increased their reported position in HYDW compared to the prior reporting period. This reflects growing exposure to XTRS LOW BETA HI YIELD ETF (HYDW) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in HYDW increasing?
Institutional interest in HYDW can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.