DeGreen Capital Management LLC Q2 2021 vs. Q3 2021 13F Holdings Review

DeGreen Capital Management LLC, a reputable investment management firm, recently released its Q3 13F filings, detailing the company's shifts in holdings and securities. The Q2 2021 vs. Q3 2021 comparison offers an exciting insight into the company's investment strategies and the current state of the market.

SPDR State Street Global and Vanguard Funds Remain Firm Favorites

The comparison shows that DeGreen Capital Management LLC has maintained significant holdings in two respective exchange-traded funds: SPDR State Street Global and Vanguard. The latter experienced a 5.7% increase in shares from Q2 to Q3, while the former saw a 1.5% bump.

One notable change is the reduction of holdings in Deutsche Asset Management's VOO. From the Q2 report, VOO saw a decrease of 8.6% in shares, which translates to a reduced valuation of $2,229 when both quarters' data are compared.

WisdomTree's XSOE Big Increase in Shareholdings

However, a notable increase in DeGreen Capital Management LLC's shareholdings is WisdomTree's XSOE, which saw a 44.1% incline in shares. The ETF tracks high dividend-paying companies relative to other companies in emerging markets.

SPDR State Street Global's FLRN and FLOT See Impressive Growth

Another exciting revelation from the report is the remarkable surge in holdings for single fund families, specifically the SPDR State Street Global's FLRN and FLOT. The two funds saw a 125.7% and 108.1% increase in shares, respectively. Both funds are ideal for investors seeking floating-rate securities and Treasury bonds.

Van Eck's SJNK Gets Hammered in Q3 2021

Nonetheless, not all holdings fared well, with Van Eck's SJNK plummeting over 50% in both shares and valuation. The sell-off highlights investors losing interest in the ETF, which tracks the dollar-denominated high yield bonds issued in the US.

Closing thoughts

DeGreen Capital Management LLC's Q2 2021 vs. Q3 2021 13F holdings comparison provides insight into the changing trends and market outlook that can help investors make informed decisions. It is crucial to note that these changes do not signal a lack of profitability in any of the funds or issuers mentioned here, but rather reflect the shifting market and investment objectives. Both seasoned and amateur investors alike should use this report to inform decisions they make regarding securities.