Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
83 hedge funds and large institutions have $1.05B invested in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
12% more funds holding
Funds holding: 74 → 83 (+9)
10% more capital invested
Capital invested by funds: $960M → $1.05B (+$92.6M)
1.09% less ownership
Funds ownership: 73.48% → 72.38% (-1.1%)
16% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 31
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$7.41M |
| 2 |
Jane Street
New York
|
+$2.71M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.84M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$1.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$661K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$2.38M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
-$1.72M |
| 3 |
BWG
Beta Wealth Group
San Diego,
California
|
-$1.52M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.13M |
| 5 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$1.07M |
HDEF Hedge Fund Activity: Q4 2023 in Review
83 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) for Q4 2023, worth a combined $1.05B — up 9.6% from $960M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new HDEF positions and 6 closed out — a net gain of 9 holders — while 26 added to existing stakes and 31 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $7.41M. The largest seller was WCG Wealth Advisors, cutting an estimated $2.38M.
- 83 institutional investors held Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) as of Q4 2023, up from 74 in Q3 2023.
- Funds reported $1.05B of Xtrackers MSCI EAFE High Dividend Yield Equity ETF stock for Q4 2023, up 9.6% quarter-over-quarter.
- 15 funds opened new Xtrackers MSCI EAFE High Dividend Yield Equity ETF positions in Q4 2023 and 6 closed out, a net change of +9 holders.
- The largest Xtrackers MSCI EAFE High Dividend Yield Equity ETF buyer in Q4 2023 was Charles Schwab Investment Advisory, an estimated $7.41M added.
- The largest Xtrackers MSCI EAFE High Dividend Yield Equity ETF seller in Q4 2023 was WCG Wealth Advisors, an estimated $2.38M sold.
Based on aggregated 13F filings for Q4 2023.