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Xtrackers MSCI EAFE High Dividend Yield Equity ETF

68 hedge funds and large institutions have $965M invested in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

5% more funds holding

Funds holding: 6568 (+3)

1% more capital invested

Capital invested by funds: $957M → $965M (+$7.78M)

0.95% less ownership

Funds ownership: 75.45%74.5% (-0.95%)

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
14
Increased
30
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SP
26
SWS Partners
Ohio
$2.32M -$19.9K -844 -0.8%
OMC
27
Old Mission Capital
Illinois
$2.24M -$4.79M -203,452 -68%
HighTower Advisors
28
HighTower Advisors
Illinois
$2.21M +$1.03M +43,910 +84%
CA
29
CSM Advisors
Pennsylvania
$2.16M +$22.1K +938 +1%
RIG
30
RiverFront Investment Group
Virginia
$2.15M +$365K +15,527 +20%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$1.49M +$1.53M +64,850 New
KWM
32
Kingsview Wealth Management
Oregon
$1.42M +$1.45M +61,840 New
JWM
33
Jackson Wealth Management
Florida
$1.36M -$62.1K -2,639 -4%
AWM
34
Aprio Wealth Management
Georgia
$1.33M +$1.02M +43,421 +299%
GT
35
Glenmede Trust
Pennsylvania
$976K
JP Morgan Chase
36
JP Morgan Chase
New York
$724K +$269K +11,425 +57%
DAS
37
Dynamic Advisor Solutions
Arizona
$687K +$80.7K +3,431 +13%
NA
38
NewEdge Advisors
Louisiana
$621K +$494 +21 +0.1%
CGA
39
Crescent Grove Advisors
Illinois
$504K
AAS
40
Avantax Advisory Services
Texas
$468K +$478K +20,315 New
Stifel Financial
41
Stifel Financial
Missouri
$374K +$382K +16,228 New
IA
42
IFP Advisors
Florida
$352K -$5.67K -241 -2%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$346K +$56K +2,382 +19%
CAN
44
Cetera Advisor Networks
California
$331K +$338K +14,368 New
CAM
45
Cresset Asset Management
Illinois
$313K +$320K +13,597 New
SWM
46
SeaCrest Wealth Management
New York
$303K -$1.36K -58 -0.4%
FA
47
FDx Advisors
Illinois
$282K -$42.3K -1,799 -13%
Creative Planning
48
Creative Planning
Kansas
$281K +$17.2K +732 +6%
USCWA
49
U.S. Capital Wealth Advisors
Texas
$281K +$988 +42 +0.3%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$269K +$37.8K +1,609 +16%