Dbx ETF Tr (HDEF) Hedge Fund Ownership (Q2 2026)

Dbx ETF Tr (HDEF)

136 + Investors. Track Smart Money conviction in HDEF. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — HDEF

Based on 133 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their HDEF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (99% of max)

99% of all-time peak

133 hedge funds hold HDEF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +25% more funds vs a year ago

fund count last 6Q

+27 new funds entered over the past year (+25% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 56% buying

70 buying54 selling

Last quarter: 70 funds bought or added vs 54 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 17 → 20 → 25 → 16. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 23% medium ■ 29% new

64 out of 133 hedge funds have held HDEF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

19 → 17 → 20 → 25 → 16 new funds/Q

New funds entering each quarter: 17 → 20 → 25 → 16. A growing number of institutions are discovering HDEF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 50% veterans vs 33% newcomers

■ 50% veterans ■ 17% 1-2yr ■ 33% new

Entry-cohort mix of 133 holders: 66 (50%) are 2+ year veterans, 23 entered 1–2 years ago, and 44 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 70% AUM from top-100 funds

70% from top-100 AUM funds

18 of 133 holders are among the 100 largest funds by AUM, controlling 70% of total institutional value in HDEF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.1

out of 10

Moderate Exit Risk

Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	136	133	2.26%
13F Shares	46M	46M	-1.02%
Total Value	$1.43B	$1.45B	-1.5%
New Positions	22	16	+6
Increased Positions	48	54	-6
Closed Positions	19	17	+2
Reduced Positions	41	37	+4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

136

133

2.26%

13F Shares

46M

-1.02%

Total Value

$1.43B

$1.45B

-1.5%

New Positions

Increased Positions

-6

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

136 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HDEF. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 HDEF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Paller Financial Services Inc	3.27%	136,113	$4.4M
2	ETF Portfolio Partners, Inc.	2.31%	302,668	$9.7M
3	Shepherd Kaplan Krochuk, LLC	1.32%	51,877	$1.7M
4	Columbus Macro, LLC	1.26%	402,360	$12.9M
5	SWS Partners	0.87%	125,266	$4.0M
6	WCG Wealth Advisors LLC	0.87%	1,136,736	$36.5M
7	Geneos Wealth Management Inc.	0.66%	1,006,549	$32.4M
8	Investment Partners, LTD.	0.52%	51,942	$1.7M
9	5T Wealth, LLC	0.38%	31,511	$1.0M
10	Aprio Wealth Management, LLC	0.29%	183,752	$5.9M
11	Perspective Wealth Advisors LLC	0.27%	15,270	$491K
12	Allworth Financial LP	0.24%	1,769,198	$56.9M
13	Coldstream Capital Management Inc	0.23%	583,660	$18.8M
14	Allen Investment Management, LLC	0.23%	596,285	$19.2M
15	DeLarme Wealth Management, Inc.	0.21%	11,481	$369K
16	Wetzel Investment Advisors, INC.	0.20%	17,716	$569K
17	Indivisible Partners	0.18%	100,648	$3.2M
18	RiverFront Investment Group, LLC	0.17%	392,423	$12.6M
19	Nicolet Bankshares Inc	0.15%	150,453	$4.8M
20	Austin Wealth Management, LLC	0.14%	20,239	$674K
21	Entrewealth, LLC	0.13%	10,423	$353K
22	Tradition Wealth Management, LLC	0.13%	65,661	$2.1M
23	REDW Wealth LLC	0.13%	11,070	$356K
24	Valmark Advisers, Inc.	0.11%	330,063	$10.6M
25	Focused Alpha, LLC	0.11%	13,491	$434K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Dbx ETF Tr (HDEF)

What does the Smart Money Trend signal show for HDEF?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their HDEF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for HDEF?

Slight buying edge — 56% buying: Last quarter: 70 funds bought or added vs 54 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HDEF holders?

Elite ownership — 70% AUM from top-100 funds: 18 of 133 holders are among the 100 largest funds by AUM, controlling 70% of total institutional value in HDEF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HDEF?

48% of holders stayed for 2+ years: 64 out of 133 hedge funds have held HDEF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Dbx ETF Tr (HDEF)

Smart Money Signals — HDEF

Selling streak — 1 quarter in a row

At the ownership peak (99% of max)

Fast accumulation — +25% more funds vs a year ago

Slight buying edge — 56% buying

Fewer new buyers each quarter (-9 vs last Q)

48% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 50% veterans vs 33% newcomers

Elite ownership — 70% AUM from top-100 funds

Institutional Sentiment Summary — HDEF

Hedge Fund Ownership: HDEF

Market Analysis: HDEF

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: HDEF

Hedge Fund Positioning: HDEF

Statistics: HDEF

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Dbx ETF Tr (HDEF)

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