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Xtrackers MSCI EAFE High Dividend Yield Equity ETF

121 hedge funds and large institutions have $1.48B invested in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

53% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 34

9% more funds holding

Funds holding: 111121 (+10)

4% more capital invested

Capital invested by funds: $1.43B → $1.48B (+$50.8M)

0.55% more ownership

Funds ownership: 70.12%70.66% (+0.55%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
121
Holders Change
+10
Holders Change %
+9.01%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
20
Increased
52
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$864M -$52.3M -1,779,865 -6%
AF
2
Allworth Financial
California
$55.7M +$1.12M +38,250 +2%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$53.9M +$53.5M +1,820,344 +15,884%
OBWP
4
O'Brien Wealth Partners
Massachusetts
$52.5M -$179K -6,102 -0.3%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$50.1M +$1.1M +37,291 +2%
Morgan Stanley
6
Morgan Stanley
New York
$36.1M +$13M +443,690 +57%
Bank of America
7
Bank of America
North Carolina
$29.2M +$970K +33,008 +3%
GWM
8
Geneos Wealth Management
Colorado
$28.5M +$644K +21,925 +2%
Wells Fargo
9
Wells Fargo
California
$25.8M +$75K +2,551 +0.3%
UBS Group
10
UBS Group
Switzerland
$22.4M -$2.35M -79,828 -9%
Corient Private Wealth
11
Corient Private Wealth
Florida
$17.9M +$333K +11,314 +2%
LPL Financial
12
LPL Financial
California
$16.5M +$3.42M +116,470 +26%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$15.4M +$277K +9,434 +2%
CCM
14
Coldstream Capital Management
Washington
$13M +$643K +21,868 +5%
CM
15
Columbus Macro
Pennsylvania
$12.2M -$9.93K -338 -0.1%
WWA
16
WCG Wealth Advisors
Nevada
$11.2M -$1.23M -41,813 -10%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$11.1M +$99.2K +3,376 +0.9%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$10.3M -$1.82M -62,093 -15%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$10.1M +$696K +23,686 +7%
BCI
20
Brinker Capital Investments
Pennsylvania
$9.86M +$388K +13,205 +4%
TFGT
21
TS Financial Group (TSFG)
Illinois
$8.92M +$381K +12,964 +4%
VA
22
Valmark Advisers
Ohio
$8.58M +$109K +3,713 +1%
EPP
23
ETF Portfolio Partners
Kansas
$8.46M +$148K +5,024 +2%
RIG
24
RiverFront Investment Group
Virginia
$8.38M +$235K +7,981 +3%
WPIC
25
White Pine Investment Company
Michigan
$7.45M -$124K -4,221 -2%

HDEF Hedge Fund Activity: Q3 2025 in Review

121 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) for Q3 2025, worth a combined $1.48B — up 3.6% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new HDEF positions and 8 closed out — a net gain of 12 holders — while 52 added to existing stakes and 34 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $53.5M. The largest seller was Charles Schwab, cutting an estimated $52.3M.

  • 121 institutional investors held Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) as of Q3 2025, up from 111 in Q2 2025.
  • Funds reported $1.48B of Xtrackers MSCI EAFE High Dividend Yield Equity ETF stock for Q3 2025, up 3.6% quarter-over-quarter.
  • 20 funds opened new Xtrackers MSCI EAFE High Dividend Yield Equity ETF positions in Q3 2025 and 8 closed out, a net change of +12 holders.
  • The largest Xtrackers MSCI EAFE High Dividend Yield Equity ETF buyer in Q3 2025 was Mercer Global Advisors, an estimated $53.5M added.
  • The largest Xtrackers MSCI EAFE High Dividend Yield Equity ETF seller in Q3 2025 was Charles Schwab, an estimated $52.3M sold.

Based on aggregated 13F filings for Q3 2025.