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Xtrackers MSCI EAFE High Dividend Yield Equity ETF

102 hedge funds and large institutions have $1.18B invested in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

133% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 18

15% more funds holding

Funds holding: 89102 (+13)

0.32% more ownership

Funds ownership: 72.59%72.91% (+0.32%)

9% less capital invested

Capital invested by funds: $1.29B → $1.18B (-$113M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
102
Holders Change
+13
Holders Change %
+14.61%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
42
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$818M -$24.5M -966,138 -3%
AF
2
Allworth Financial
California
$44.4M +$3.08M +121,685 +7%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$37M +$3.64M +143,856 +10%
Bank of America
4
Bank of America
North Carolina
$24.6M +$957K +37,793 +4%
UBS Group
5
UBS Group
Switzerland
$20.9M -$506K -19,976 -2%
Morgan Stanley
6
Morgan Stanley
New York
$18.8M -$248K -9,773 -1%
Corient Private Wealth
7
Corient Private Wealth
Florida
$14.4M +$13.4K +528 +0.1%
WWA
8
WCG Wealth Advisors
Nevada
$12.2M +$182K +7,186 +1%
GWM
9
Geneos Wealth Management
Colorado
$12.1M +$343K +13,534 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$11.9M +$3.16M +124,712 +34%
CCM
11
Coldstream Capital Management
Washington
$10.7M -$106K -4,204 -0.9%
CM
12
Columbus Macro
Pennsylvania
$10.2M +$4.24M +167,443 +67%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$9.59M +$230K +9,091 +2%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$7.87M +$476K +18,802 +6%
Jane Street
15
Jane Street
New York
$7.21M +$6.3M +248,684 +518%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$7.04M -$3.04M -120,211 -29%
BCI
17
Brinker Capital Investments
Pennsylvania
$7.01M +$229K +9,044 +3%
OPS
18
Orion Portfolio Solutions
Nebraska
$7.01M +$229K +9,044 +3%
WPIC
19
White Pine Investment Company
Michigan
$6.52M -$2.24M -88,366 -25%
LPL Financial
20
LPL Financial
California
$6.45M +$1.89M +74,700 +39%
VA
21
Valmark Advisers
Ohio
$6.44M +$68.6K +2,707 +1%
TFGT
22
TS Financial Group (TSFG)
Illinois
$5.76M +$3.15M +124,535 +111%
RIG
23
RiverFront Investment Group
Virginia
$5.06M +$188K +7,437 +4%
SL
24
Systelligence LLC
Minnesota
$4.99M +$5.2M +205,407 New
BWG
25
Beta Wealth Group
California
$4.87M +$72.7K +2,870 +1%