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Xtrackers MSCI EAFE High Dividend Yield Equity ETF

74 hedge funds and large institutions have $960M invested in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

9% more funds holding

Funds holding: 6874 (+6)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less capital invested

Capital invested by funds: $965M → $960M (-$4.73M)

1.02% less ownership

Funds ownership: 74.5%73.48% (-1%)

Holders
74
Holders Change
+6
Holders Change %
+8.82%
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
29
Reduced
20
Closed
6
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
51
Lincoln National Corp
Pennsylvania
$308K +$315K +13,625 New
USCWA
52
U.S. Capital Wealth Advisors
Texas
$276K +$323 +14 +0.1%
FA
53
FDx Advisors
Illinois
$271K -$6.17K -267 -2%
Creative Planning
54
Creative Planning
Kansas
$261K -$15.2K -657 -5%
HWM
55
HB Wealth Management
Georgia
$256K
Comerica Bank
56
Comerica Bank
Texas
$251K +$257K +11,111 New
Prudential Financial
57
Prudential Financial
New Jersey
$232K +$3.03K +131 +1%
SWM
58
SeaCrest Wealth Management
New York
$213K -$86.8K -3,759 -29%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$157K
NCM
60
Northwest Capital Management
Oregon
$157K
PTC
61
Private Trust Company
Ohio
$119K
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$76.7K
Fidelity Investments
63
Fidelity Investments
Massachusetts
$75.1K -$20.2K -874 -21%
WB
64
Webster Bank
Connecticut
$43.2K +$44.1K +1,911 New
Deutsche Bank
65
Deutsche Bank
Germany
$33.9K +$33.5K +1,450 +2,900%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$18.3K
PB
67
Pinnacle Bancorp
Nebraska
$11.6K
JFGIW
68
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.3K +$10.5K +454 New
FFA
69
Fairfield Financial Advisors
Massachusetts
$10K
CAL
70
Capital Analysts LLC
Pennsylvania
$6K +$6.19K +268 New
Wells Fargo
71
Wells Fargo
California
$2.41K -$41.2K -1,783 -94%
NRG
72
Nemes Rush Group
Michigan
$1.99K
FWM
73
Focused Wealth Management
New York
$1.94K
OLVIG
74
Oliver Lagore Vanvalin Investment Group
Michigan
$723 +$739 +32 New
KWM
75
Kingsview Wealth Management
Oregon
-$1.42M -61,840 Closed