Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DBX ETF TR (HDEF)

127 + 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
↑ +12
Streak
5Q ▲
Buyers last Q
58%

Smart Money Signals — HDEF

Based on 126 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added HDEF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
126 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 — +33% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+33% 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 — 58% buying

68 buying49 selling
Last quarter: 68 funds bought or added vs 49 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.
➡️

Steady new buyers — ~22 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 15 → 20 → 22. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 23% medium ■ 32% new
57 out of 126 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.
💎

Buying through price weakness — shares +3%, value -72%

Value
-71%
Shares
+2%
Last quarter: funds added +3% more shares while total portfolio value only changed -72%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

22 → 17 → 15 → 20 → 22 new funds/Q
New funds entering each quarter: 17 → 15 → 20 → 22. A growing number of institutions are discovering HDEF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 48% of holders stayed 2+ years

■ 48% veterans ■ 15% 1-2yr ■ 37% new
Of 127 current holders: 61 (48%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds
16 of 126 holders are among the 100 largest funds by AUM, controlling 66% 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.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 0 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: HDEF
2026 Q1 Stats Unlock in 15 days 127 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 127 114 11.4%
13F Shares 52M 50M 2.73%
Total Value $1.56B $5.57B -71.92%
New Positions 22 20 +2
Increased Positions 46 48 -2
Closed Positions 10 10 -
Reduced Positions 39 31 +8
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HDEF

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
Revenue (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

127 + investors

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

Top 25 institutional holders of HDEF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Paller Financial Services Inc 3.97% 148,244 $4.8M
2 TSFG, LLC 2.75% 558,701 $18K
3 White Pine Investment CO 1.85% 246,317 $8K
4 Columbus Macro, LLC 1.40% 403,987 $13.1M
5 SWS Partners 0.98% 122,872 $4.0M
6 5T Wealth, LLC 0.38% 30,032 $973K
7 Indivisible Partners 0.29% 102,727 $3.3M
8 DeLarme Wealth Management, Inc. 0.24% 11,521 $373K
9 WETZEL INVESTMENT ADVISORS, INC. 0.24% 18,392 $596K
10 Central Pacific Bank - Trust Division 0.21% 50,980 $1.7M
11 FDx Advisors, Inc. 0.13% 12,475 —
12 Austin Wealth Management, LLC 0.12% 16,573 $542K
13 Valmark Advisers, Inc. 0.12% 312,640 $10.1M
14 Private Wealth Group, LLC 0.12% 7,739 $251K
15 Headland Capital, LLC 0.11% 12,090 $392K
16 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.10% 1,535,170 $49.1M
17 KAVAR CAPITAL PARTNERS GROUP, LLC 0.09% 21,026 $681K
18 LGT Financial Advisors LLC 0.08% 505 $16K
19 Dynamic Advisor Solutions LLC 0.07% 69,795 $2.3M
20 Patten Group, Inc. 0.07% 12,169 $394K
21 Lodestone Wealth Management LLC 0.07% 5,321 $172K
22 Janney Montgomery Scott LLC 0.03% 382,043 $12K
23 NorthCrest Asset Manangement, LLC 0.03% 27,546 $897K
24 GDS Wealth Management 0.03% 13,446 $436K
25 Mutual Advisors, LLC 0.02% 34,720 $1.1M
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?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added HDEF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HDEF?

Slight buying edge — 58% buying: Last quarter: 68 funds bought or added vs 49 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 — 66% AUM from top-100 funds: 16 of 126 holders are among the 100 largest funds by AUM, controlling 66% 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?

45% of holders stayed for 2+ years: 57 out of 126 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.

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.