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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+6,058+41.2%20,746$666.78KQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+55,89955,899$1.80MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+359+2.7%13,640$438.40KQ2 2026Aug 27, 2026
Mercer Global Advisors IncSell-17,315-1.7%1,015,884$32.65MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+7,339+88.2%15,663$503.41KQ2 2026Aug 18, 2026
Charles Schwab Investment Management IncSell-1,861,202-7.3%23,761,393$763.69MQ2 2026Aug 14, 2026
Wcg Wealth Advisors LlcSell-197,401-14.8%1,136,736$36.53MQ2 2026Aug 14, 2026
Coldstream Capital Management IncBuy+106,678+22.4%583,660$18.76MQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+98,712+30751.4%99,033$3.18MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+86,120+7.4%1,242,881$39.95MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-32,832-7.9%381,715$12.27MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+17,233+106.3%33,442$1.07MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+14,99614,996$481.00KQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcSell-13,933-4.5%297,930$9.58MQ2 2026Aug 14, 2026
Shepherd Kaplan Krochuk, LlcSell-13,577-20.7%51,877$1.67MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+11,162+55.0%31,457$1.01MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-7,654-1.2%613,126$19.71MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+4,389+2.4%189,021$6.08MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+3,778+13.1%32,653$1.05MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+2,714+2.8%100,451$3.23MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+2,030+5.8%36,750$1.18MQ2 2026Aug 14, 2026
Perspective Wealth Advisors LlcBuy+1,066+7.5%15,270$490.78KQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+822+16.7%5,746$184.68KQ2 2026Aug 14, 2026
Sei Investments CoSell-365-3.3%10,859$349.00KQ2 2026Aug 14, 2026
Synergy Investment Management, LlcBuy+356356$12.09KQ2 2026Aug 14, 2026
Entrewealth, LlcBuy+355+3.5%10,423$352.61KQ2 2026Aug 14, 2026
Coppell Advisory Solutions LlcBuy+211211$1.74MQ2 2026Aug 14, 2026
Betterment LlcBuy+182+2.4%7,756$249.00KQ2 2026Aug 14, 2026
Morgan StanleyBuy+1,508,042+113.6%2,835,059$91.12MQ2 2026Aug 13, 2026
Ubs Group AgSell-10,038-1.6%635,354$20.42MQ2 2026Aug 13, 2026
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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.