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Xtrackers MSCI EAFE High Dividend Yield Equity ETF

83 hedge funds and large institutions have $1.07B invested in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

12% more funds holding

Funds holding: 7483 (+9)

11% more capital invested

Capital invested by funds: $960M → $1.07B (+$106M)

0.18% less ownership

Funds ownership: 73.48%73.29% (-0.18%)

16% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 31

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
83
Holders Change
+9
Holders Change %
+12.16%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
26
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$305K +$285K +12,349 New
GCP
52
GSA Capital Partners
United Kingdom
$290K +$270K +11,733 New
TFGT
53
TS Financial Group (TSFG)
Illinois
$289K +$270K +11,730 New
HWM
54
HB Wealth Management
Georgia
$280K
Mariner
55
Mariner
Kansas
$276K -$63.4K -2,750 -20%
Comerica Bank
56
Comerica Bank
Texas
$274K
MWM
57
Maripau Wealth Management
Indiana
$267K +$250K +10,828 New
SAW
58
Signal Advisors Wealth
Michigan
$267K +$250K +10,828 New
FA
59
FDx Advisors
Illinois
$252K -$41.1K -1,784 -15%
Creative Planning
60
Creative Planning
Kansas
$235K -$46.6K -2,024 -18%
USCWA
61
U.S. Capital Wealth Advisors
Texas
$232K -$64.7K -2,807 -23%
SC
62
Savant Capital
Illinois
$230K +$215K +9,333 New
OIA
63
OneDigital Investment Advisors
Kansas
$227K +$212K +9,210 New
CAM
64
Cresset Asset Management
Illinois
$218K -$144K -6,251 -41%
FIA
65
Foundations Investment Advisors
Arizona
$211K +$201K +8,715 New
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$175K +$3.5K +152 +2%
NCM
67
Northwest Capital Management
Oregon
$171K
PTC
68
Private Trust Company
Ohio
$130K
Fidelity Investments
69
Fidelity Investments
Massachusetts
$129K +$43.8K +1,902 +57%
WB
70
Webster Bank
Connecticut
$47.2K
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$21.6K +$1.43K +62 +8%
PS
72
Principal Securities
Iowa
$19.3K +$18K +783 New
PB
73
Pinnacle Bancorp
Nebraska
$12.7K
Deutsche Bank
74
Deutsche Bank
Germany
$12.3K -$23K -1,000 -67%
FFA
75
Fairfield Financial Advisors
Massachusetts
$11K