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Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF

91 hedge funds and large institutions have $1.08B invested in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

95% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 20

10% more funds holding

Funds holding: 83 → 91 (+8)

1% more capital invested

Capital invested by funds: $1.07B → $1.08B (+$15.9M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.73% less ownership

Funds ownership: 73.29% → 72.56% (-0.73%)

Holders
91
Holders Change
+8
Holders Change %
+9.64%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
39
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$8.13M
2
CA
Cetera Advisors
Colorado
+$5.64M
3
TFGT
TS Financial Group (TSFG)
Illinois
+$4.43M
4
SIM
SSI Investment Management
California
+$3.56M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.4M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$9.07M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.84M
3
WWA
WCG Wealth Advisors
Nevada
-$3.65M
4
Jane Street
Jane Street
New York
-$2.23M
5
OMC
Old Mission Capital
Illinois
-$2.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CGA
51
Crescent Grove Advisors
Illinois
$521K +$9.65K +399 +2%
RJA
52
Raymond James & Associates
Florida
$519K +$509K +21,052 New
AWM
53
Austin Wealth Management
Texas
$505K +$58.2K +2,406 +14%
Citadel Advisors
54
Citadel Advisors
Florida
$496K -$117K -4,846 -19%
WIA
55
World Investment Advisors
California
$433K +$33.8K +1,399 +9%
Mariner
56
Mariner
Kansas
$410K +$131K +5,435 +49%
AAS
57
Annex Advisory Services
Wisconsin
$410K +$402K +16,619 New
PCIA
58
Prime Capital Investment Advisors
Kansas
$399K -$24.7K -1,020 -6%
GCP
59
GSA Capital Partners
United Kingdom
$393K +$101K +4,179 +36%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$353K +$47K +1,942 +16%
FA
61
FDx Advisors
Illinois
$324K +$70.6K +2,917 +29%
HWM
62
HB Wealth Management
Georgia
$280K – – –
Comerica Bank
63
Comerica Bank
Texas
$273K -$1.48K -61 -0.5%
MWM
64
Maripau Wealth Management
Indiana
$267K – – –
SAW
65
Signal Advisors Wealth
Michigan
$267K – – –
Creative Planning
66
Creative Planning
Kansas
$262K +$26.5K +1,097 +12%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$258K +$127K +5,248 +100%
CPL
68
CAP Partners LLC
Tennessee
$241K +$236K +9,757 New
USCWA
69
U.S. Capital Wealth Advisors
Texas
$232K +$290 +12 +0.1%
SC
70
Savant Capital
Illinois
$230K – – –
AWM
71
Avior Wealth Management
Nebraska
$223K +$219K +9,047 New
FIA
72
Foundations Investment Advisors
Arizona
$215K – – –
MA
73
MONECO Advisors
Connecticut
$210K +$206K +8,510 New
BFPW
74
BOK Financial Private Wealth
Colorado
$190K +$187K +7,718 New
NCM
75
Northwest Capital Management
Oregon
$171K – – –
1 2
3
4

HDEF Hedge Fund Activity: Q1 2024 in Review

91 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) for Q1 2024, worth a combined $1.08B — up 1.5% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HDEF positions and 9 closed out — a net gain of 9 holders — while 39 added to existing stakes and 20 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $8.13M. The largest seller was Morgan Stanley, cutting an estimated $9.07M.

  • 91 institutional investors held Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) as of Q1 2024, up from 83 in Q4 2023.
  • Funds reported $1.08B of Xtrackers MSCI EAFE High Dividend Yield Equity ETF stock for Q1 2024, up 1.5% quarter-over-quarter.
  • 18 funds opened new Xtrackers MSCI EAFE High Dividend Yield Equity ETF positions in Q1 2024 and 9 closed out, a net change of +9 holders.
  • The largest Xtrackers MSCI EAFE High Dividend Yield Equity ETF buyer in Q1 2024 was Charles Schwab Investment Advisory, an estimated $8.13M added.
  • The largest Xtrackers MSCI EAFE High Dividend Yield Equity ETF seller in Q1 2024 was Morgan Stanley, an estimated $9.07M sold.

Based on aggregated 13F filings for Q1 2024.