Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dbx ETF Tr (HDEF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
57%

Smart Money Signals — HDEF

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

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% 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 — 57% buying

70 buying53 selling
Last quarter: 70 funds bought or added vs 53 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: 16 → 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 → 16 → 20 → 25 → 16 new funds/Q
New funds entering each quarter: 16 → 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 — 71% AUM from top-100 funds

71% from top-100 AUM funds
19 of 133 holders are among the 100 largest funds by AUM, controlling 71% 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.

Institutional Sentiment Summary — HDEF

In 2026 Q1, 70 hedge funds were net buyers of HDEF (16 opened a new position, 54 added to an existing one), while 53 reduced or exited (37 trimmed, 16 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 71% of total institutional value in HDEF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 133.

Hedge Fund Ownership: HDEF

How many hedge funds hold HDEF — quarterly history vs. share price
Quarterly hedge fund ownership of HDEF vs. share price

Market Analysis: HDEF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HDEF

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Dbx ETF Tr (HDEF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HDEF has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
HDEF
-2.7%
SPY
+15.1%

HDEF outperformed SPY by -17.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
HDEF
-3.4%
SPY
+1.3%

Since the filing became public, HDEF outperformed SPY by -4.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: HDEF
132 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 132 133 -0.75%
13F Shares 46M 52M -11.17%
Total Value $1.45B $1.57B -7.69%
New Positions 16 25 -9
Increased Positions 54 47 +7
Closed Positions 17 11 +6
Reduced Positions 37 39 -2
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HDEF

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Short % of Float --

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Institutional Holders (2026 Q1)

132 + 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:
Top 25 HDEF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Paller Financial Services Inc 3.97% 148,244 $4.8M
2 ETF Portfolio Partners, Inc. 2.58% 302,623 $9.8M
3 Shepherd Kaplan Krochuk, LLC 1.78% 65,454 $2.1M
4 Columbus Macro, LLC 1.40% 403,987 $13.1M
5 WCG Wealth Advisors LLC 1.21% 1,334,137 $43.2M
6 SWS Partners 0.98% 122,872 $4.0M
7 Geneos Wealth Management Inc. 0.75% 998,515 $32.4M
8 Investment Partners, LTD. 0.60% 52,050 $1.7M
9 5T Wealth, LLC 0.38% 30,032 $973K
10 Aprio Wealth Management, LLC 0.32% 180,826 $5.9M
11 Perspective Wealth Advisors LLC 0.30% 14,204 $460K
12 Indivisible Partners 0.29% 102,727 $3.3M
13 Allworth Financial LP 0.25% 1,922,650 $62.3M
14 DeLarme Wealth Management, Inc. 0.24% 11,521 $373K
15 Allen Investment Management, LLC 0.24% 596,285 $19.2M
16 Wetzel Investment Advisors, INC. 0.24% 18,392 $596K
17 Ssi Investment Management LLC 0.22% 98,006 $3.2M
18 Central Pacific Bank - Trust Division 0.21% 50,980 $1.7M
19 Coldstream Capital Management Inc 0.19% 476,982 $15.5M
20 RiverFront Investment Group, LLC 0.18% 368,959 $12.0M
21 Tradition Wealth Management, LLC 0.15% 65,943 $2.1M
22 Entrewealth, LLC 0.15% 10,068 $326K
23 Nicolet Bankshares Inc 0.14% 121,083 $3.9M
24 REDW Wealth LLC 0.14% 11,070 $359K
25 Focused Alpha, LLC 0.13% 13,196 $428K
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for HDEF?

Slight buying edge — 57% buying: Last quarter: 70 funds bought or added vs 53 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 — 71% AUM from top-100 funds: 19 of 133 holders are among the 100 largest funds by AUM, controlling 71% 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.

Is it too late to buy Dbx ETF Tr (HDEF) following the 2026 Q1 hedge fund 13F filings?

As of today, HDEF has moved -3.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -4.7%. Since the quarter end (March 31, 2026), HDEF has gained -2.7% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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