Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
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.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
45% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 20
9% more funds holding
Funds holding: 68 → 74 (+6)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% less capital invested
Capital invested by funds: $965M → $960M (-$4.73M)
1.02% less ownership
Funds ownership: 74.5% → 73.48% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$19.8M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$6.74M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.33M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.71M |
| 5 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$8.34M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$8.34M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.85M |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$1.42M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.4M |
HDEF Hedge Fund Activity: Q3 2023 in Review
74 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) for Q3 2023, worth a combined $960M — down 0.49% from $965M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new HDEF positions and 6 closed out — a net gain of 6 holders — while 29 added to existing stakes and 20 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $19.8M. The largest seller was Brinker Capital Investments, cutting an estimated $8.34M.
- 74 institutional investors held Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) as of Q3 2023, up from 68 in Q2 2023.
- Funds reported $960M of Xtrackers MSCI EAFE High Dividend Yield Equity ETF stock for Q3 2023, down 0.49% quarter-over-quarter.
- 12 funds opened new Xtrackers MSCI EAFE High Dividend Yield Equity ETF positions in Q3 2023 and 6 closed out, a net change of +6 holders.
- The largest Xtrackers MSCI EAFE High Dividend Yield Equity ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $19.8M added.
- The largest Xtrackers MSCI EAFE High Dividend Yield Equity ETF seller in Q3 2023 was Brinker Capital Investments, an estimated $8.34M sold.
Based on aggregated 13F filings for Q3 2023.