Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
40 hedge funds and large institutions have $616M invested in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 5 reducing their positions, and 3 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 5
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
11% more capital invested
Capital invested by funds: $553M → $616M (+$62.8M)
11% more funds holding
Funds holding: 36 → 40 (+4)
3.07% less ownership
Funds ownership: 86.13% → 83.06% (-3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$41.6M |
| 2 |
Morgan Stanley
New York
|
+$3.32M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$2.04M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$1.13M |
| 5 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
+$966K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$81.8K |
| 2 |
CST
Charles Schwab Trust
Henderson,
Nevada
|
-$50.6K |
| 3 |
TFA
Teamwork Financial Advisors
San Antonio,
Texas
|
-$34.7K |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$25.5K |
| 5 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$11.6K |
HDEF Hedge Fund Activity: Q2 2021 in Review
40 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) for Q2 2021, worth a combined $616M — up 11% from $553M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HDEF positions and 3 closed out — a net gain of 4 holders — while 20 added to existing stakes and 5 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $41.6M. The largest seller was Brinker Capital Investments, cutting an estimated $81.8K.
- 40 institutional investors held Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) as of Q2 2021, up from 36 in Q1 2021.
- Funds reported $616M of Xtrackers MSCI EAFE High Dividend Yield Equity ETF stock for Q2 2021, up 11% quarter-over-quarter.
- 7 funds opened new Xtrackers MSCI EAFE High Dividend Yield Equity ETF positions in Q2 2021 and 3 closed out, a net change of +4 holders.
- The largest Xtrackers MSCI EAFE High Dividend Yield Equity ETF buyer in Q2 2021 was Charles Schwab Investment Advisory, an estimated $41.6M added.
- The largest Xtrackers MSCI EAFE High Dividend Yield Equity ETF seller in Q2 2021 was Brinker Capital Investments, an estimated $81.8K sold.
Based on aggregated 13F filings for Q2 2021.