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Xtrackers MSCI EAFE High Dividend Yield Equity ETF

65 hedge funds and large institutions have $934M invested in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

30% more capital invested

Capital invested by funds: $720M → $934M (+$214M)

18% more funds holding

Funds holding: 5565 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.68% less ownership

Funds ownership: 84.32%81.64% (-2.7%)

Holders
65
Holders Change
+10
Holders Change %
+18.18%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
23
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$1.65M +$478K +23,348 +45%
QA
27
Quantitative Advantage
Minnesota
$1.37M +$365K +17,854 +40%
OPS
28
Orion Portfolio Solutions
Nebraska
$1.26M +$202K +9,889 +21%
RIG
29
RiverFront Investment Group
Virginia
$1.22M +$1.14M +55,888 New
HighTower Advisors
30
HighTower Advisors
Illinois
$994K +$933K +45,586 New
GT
31
Glenmede Trust
Pennsylvania
$916K
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$830K -$1.07M -52,122 -58%
CGA
33
Crescent Grove Advisors
Illinois
$477K +$448K +21,887 New
NA
34
NewEdge Advisors
Louisiana
$417K +$551K +26,946 New
IA
35
IFP Advisors
Florida
$362K +$44.1K +2,157 +17%
NCM
36
Northwest Capital Management
Oregon
$346K +$325K +15,863 New
SWM
37
SeaCrest Wealth Management
New York
$318K -$22.4K -1,095 -7%
FA
38
FDx Advisors
Illinois
$307K -$2.91K -142 -1%
Creative Planning
39
Creative Planning
Kansas
$271K +$254K +12,403 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$270K +$254K +12,417 New
Mariner
41
Mariner
Kansas
$266K +$250K +12,193 New
FTUS
42
Flow Traders U.S.
New York
$265K -$743K -36,323 -75%
USCWA
43
U.S. Capital Wealth Advisors
Texas
$265K -$49.7K -2,428 -17%
HWM
44
HB Wealth Management
Georgia
$261K +$12.7K +621 +5%
JP Morgan Chase
45
JP Morgan Chase
New York
$259K +$243K +11,852 New
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$239K +$5.59K +273 +3%
AWM
47
Aprio Wealth Management
Georgia
$237K +$15.7K +768 +8%
DAS
48
Dynamic Advisor Solutions
Arizona
$236K +$222K +10,829 New
AWM
49
Avaii Wealth Management
Wisconsin
$219K +$205K +10,039 New
Osaic Holdings
50
Osaic Holdings
Arizona
$116K -$71.7K -3,502 -40%

HDEF Hedge Fund Activity: Q4 2022 in Review

65 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) for Q4 2022, worth a combined $934M — up 30% from $720M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new HDEF positions and 8 closed out — a net gain of 11 holders — while 23 added to existing stakes and 16 trimmed.

The largest buyer was Allworth Financial, adding an estimated $16.9M. The largest seller was UBS Group, cutting an estimated $1.62M.

  • 65 institutional investors held Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) as of Q4 2022, up from 55 in Q3 2022.
  • Funds reported $934M of Xtrackers MSCI EAFE High Dividend Yield Equity ETF stock for Q4 2022, up 30% quarter-over-quarter.
  • 19 funds opened new Xtrackers MSCI EAFE High Dividend Yield Equity ETF positions in Q4 2022 and 8 closed out, a net change of +11 holders.
  • The largest Xtrackers MSCI EAFE High Dividend Yield Equity ETF buyer in Q4 2022 was Allworth Financial, an estimated $16.9M added.
  • The largest Xtrackers MSCI EAFE High Dividend Yield Equity ETF seller in Q4 2022 was UBS Group, an estimated $1.62M sold.

Based on aggregated 13F filings for Q4 2022.