Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
20 hedge funds and large institutions have $381M invested in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
21% more capital invested
Capital invested by funds: $315M → $381M (+$65.6M)
18% more funds holding
Funds holding: 17 → 20 (+3)
5.14% less ownership
Funds ownership: 95.43% → 90.29% (-5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$34.9M |
| 2 |
Morgan Stanley
New York
|
+$4.38M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.14M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$736K |
| 5 |
LPL Financial
San Diego,
California
|
+$659K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$1.82M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$920K |
| 3 |
PCM
Peak Capital Management
Greenwood Village,
Colorado
|
-$474K |
| 4 |
VA
Valmark Advisers
Akron,
Ohio
|
-$78.9K |
| 5 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
-$61.9K |
HDEF Hedge Fund Activity: Q4 2019 in Review
20 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) for Q4 2019, worth a combined $381M — up 21% from $315M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HDEF positions and 3 closed out — a net gain of 4 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $34.9M. The largest seller was Redhawk Wealth Advisors, cutting an estimated $1.82M.
- 20 institutional investors held Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) as of Q4 2019, up from 17 in Q3 2019.
- Funds reported $381M of Xtrackers MSCI EAFE High Dividend Yield Equity ETF stock for Q4 2019, up 21% quarter-over-quarter.
- 7 funds opened new Xtrackers MSCI EAFE High Dividend Yield Equity ETF positions in Q4 2019 and 3 closed out, a net change of +4 holders.
- The largest Xtrackers MSCI EAFE High Dividend Yield Equity ETF buyer in Q4 2019 was Charles Schwab Investment Advisory, an estimated $34.9M added.
- The largest Xtrackers MSCI EAFE High Dividend Yield Equity ETF seller in Q4 2019 was Redhawk Wealth Advisors, an estimated $1.82M sold.
Based on aggregated 13F filings for Q4 2019.