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Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF

Overview Fund Activity

74 hedge funds and large institutions have $960M invested in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
74
Holders Change
+6
Holders Change %
+8.82%
% of All Funds
1.18%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
29
Reduced
20
Closed
6
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
+$7K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$32.4M
2
CSIA
2
Charles Schwab Investment Advisory
California
$661M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.27M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.67M
5
OWM
5
Orgel Wealth Management
Wisconsin
$1.21M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$9.59M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$9.59M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.24M
4
KWM
4
Kingsview Wealth Management
Oregon
$0
5
UBS Group
5
UBS Group
Switzerland
$21.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$661M 29,263,546 +291,672 +1%
AF
2
Allworth Financial
California
$38.4M 1,700,699 +49,107 +3%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$32.4M 1,434,549 +856,079 +148%
UBS Group
4
UBS Group
Switzerland
$21.2M 940,058 -60,500 -6%
Bank of America
5
Bank of America
North Carolina
$20.6M 912,230 +50,145 +6%
WWA
6
WCG Wealth Advisors
Nevada
$16.9M 738,732 +38,543 +6%
Corient Private Wealth
7
Corient Private Wealth
Florida
$13M 574,981 +17,844 +3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$12.2M 540,598 +36,830 +7%
Morgan Stanley
9
Morgan Stanley
New York
$12.1M 534,579 +5,651 +1%
CCM
10
Coldstream Capital Management
Washington
$11.9M 527,762 -29,254 -5%
WPIC
11
White Pine Investment Company
Michigan
$11M 486,246 +10,654 +2%
BCI
12
Brinker Capital Investments
Pennsylvania
$9.59M 424,395 -361,088 -46%
OPS
13
Orion Portfolio Solutions
Nebraska
$9.59M 424,395 -361,088 -46%
GWM
14
Geneos Wealth Management
Colorado
$7.32M 323,820 +23,777 +8%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$7.27M 321,942 +144,380 +81%
TWM
16
Tradition Wealth Management
Minnesota
$6.44M 284,923 +11,921 +4%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$6.43M 284,594 +3,718 +1%
BWG
18
Beta Wealth Group
California
$5.84M 258,675 +4,461 +2%
VA
19
Valmark Advisers
Ohio
$5.77M 255,461 -2,834 -1%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$5.66M 250,548 -30,367 -11%
CM
21
Columbus Macro
Pennsylvania
$5.48M 242,778 -15,258 -6%
Jane Street
22
Jane Street
New York
$4.96M 219,357 -23,443 -10%
LPL Financial
23
LPL Financial
California
$3.21M 141,969 +38,540 +37%
RIG
24
RiverFront Investment Group
Virginia
$2.79M 123,585 +30,337 +33%
SKK
25
Shepherd Kaplan Krochuk
Massachusetts
$2.29M 101,438 -57,315 -36%
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