Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
36 hedge funds and large institutions have $553M invested in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
150% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 6
33% more funds holding
Funds holding: 27 → 36 (+9)
17% more capital invested
Capital invested by funds: $475M → $553M (+$78.8M)
1.4% less ownership
Funds ownership: 87.52% → 86.13% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$49M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$8.46M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$5.22M |
| 4 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
+$3.52M |
| 5 |
B
Brightworth
Atlanta,
Georgia
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CST
Charles Schwab Trust
Henderson,
Nevada
|
-$2.77M |
| 2 |
SP
SWS Partners
Columbus,
Ohio
|
-$2.61M |
| 3 |
LPL Financial
San Diego,
California
|
-$451K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$237K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$209K |
HDEF Hedge Fund Activity: Q1 2021 in Review
36 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) for Q1 2021, worth a combined $553M — up 17% from $475M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new HDEF positions and 4 closed out — a net gain of 9 holders — while 15 added to existing stakes and 6 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $49M. The largest seller was Charles Schwab Trust, cutting an estimated $2.77M.
- 36 institutional investors held Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) as of Q1 2021, up from 27 in Q4 2020.
- Funds reported $553M of Xtrackers MSCI EAFE High Dividend Yield Equity ETF stock for Q1 2021, up 17% quarter-over-quarter.
- 13 funds opened new Xtrackers MSCI EAFE High Dividend Yield Equity ETF positions in Q1 2021 and 4 closed out, a net change of +9 holders.
- The largest Xtrackers MSCI EAFE High Dividend Yield Equity ETF buyer in Q1 2021 was Charles Schwab Investment Advisory, an estimated $49M added.
- The largest Xtrackers MSCI EAFE High Dividend Yield Equity ETF seller in Q1 2021 was Charles Schwab Trust, an estimated $2.77M sold.
Based on aggregated 13F filings for Q1 2021.