XTRACKERS MSCI EAFE HIGH DIV (HDEF) Institutional Ownership Changes & 13F Activity
XTRACKERS MSCI EAFE HIGH DIV (HDEF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Charles Schwab Investment Management Inc, Morgan Stanley, Wcg Wealth Advisors Llc, Coldstream Capital Management Inc, and Larson Financial Group Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +6,058 | +41.2% | 20,746 | $666.78K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +55,899 | — | 55,899 | $1.80M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +359 | +2.7% | 13,640 | $438.40K | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Sell | -17,315 | -1.7% | 1,015,884 | $32.65M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +7,339 | +88.2% | 15,663 | $503.41K | Q2 2026 | Aug 18, 2026 |
| Charles Schwab Investment Management Inc | Sell | -1,861,202 | -7.3% | 23,761,393 | $763.69M | Q2 2026 | Aug 14, 2026 |
| Wcg Wealth Advisors Llc | Sell | -197,401 | -14.8% | 1,136,736 | $36.53M | Q2 2026 | Aug 14, 2026 |
| Coldstream Capital Management Inc | Buy | +106,678 | +22.4% | 583,660 | $18.76M | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Buy | +98,712 | +30751.4% | 99,033 | $3.18M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +86,120 | +7.4% | 1,242,881 | $39.95M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -32,832 | -7.9% | 381,715 | $12.27M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +17,233 | +106.3% | 33,442 | $1.07M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +14,996 | — | 14,996 | $481.00K | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Sell | -13,933 | -4.5% | 297,930 | $9.58M | Q2 2026 | Aug 14, 2026 |
| Shepherd Kaplan Krochuk, Llc | Sell | -13,577 | -20.7% | 51,877 | $1.67M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +11,162 | +55.0% | 31,457 | $1.01M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -7,654 | -1.2% | 613,126 | $19.71M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +4,389 | +2.4% | 189,021 | $6.08M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +3,778 | +13.1% | 32,653 | $1.05M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +2,714 | +2.8% | 100,451 | $3.23M | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +2,030 | +5.8% | 36,750 | $1.18M | Q2 2026 | Aug 14, 2026 |
| Perspective Wealth Advisors Llc | Buy | +1,066 | +7.5% | 15,270 | $490.78K | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Buy | +822 | +16.7% | 5,746 | $184.68K | Q2 2026 | Aug 14, 2026 |
| Sei Investments Co | Sell | -365 | -3.3% | 10,859 | $349.00K | Q2 2026 | Aug 14, 2026 |
| Synergy Investment Management, Llc | Buy | +356 | — | 356 | $12.09K | Q2 2026 | Aug 14, 2026 |
| Entrewealth, Llc | Buy | +355 | +3.5% | 10,423 | $352.61K | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions Llc | Buy | +211 | — | 211 | $1.74M | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +182 | +2.4% | 7,756 | $249.00K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +1,508,042 | +113.6% | 2,835,059 | $91.12M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -10,038 | -1.6% | 635,354 | $20.42M | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about HDEF activity
Which institutional owners are buying HDEF?
Institutional owners buying HDEF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in HDEF activity?
"Buy" means an investor increased their reported position in HDEF compared to the prior reporting period. This reflects growing exposure to XTRACKERS MSCI EAFE HIGH DIV (HDEF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in HDEF increasing?
Institutional interest in HDEF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.