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Xtrackers MSCI EAFE Hedged Equity ETF

259 hedge funds and large institutions have $3.7B invested in Xtrackers MSCI EAFE Hedged Equity ETF in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 81 increasing their positions, 87 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 20

9% more funds holding

Funds holding: 238259 (+21)

6% more capital invested

Capital invested by funds: $3.49B → $3.7B (+$212M)

4% more funds holding in top 10

Funds holding in top 10: 2324 (+1)

0.19% more ownership

Funds ownership: 70.18%70.37% (+0.19%)

7% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 87

Holders
259
Holders Change
+21
Holders Change %
+8.82%
% of All Funds
5.1%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.47%
New
45
Increased
81
Reduced
87
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
226
Trust Company of Vermont
Vermont
$25K
AIC
227
Archer Investment Corporation
Indiana
$24K +$24K +722 New
CWM
228
Cranbrook Wealth Management
Michigan
$20K
CAL
229
Capital Advisors Ltd
Ohio
$18K
CAC
230
Certified Advisory Corp
Florida
$18K +$166 +5 +1%
VCP
231
Verus Capital Partners
Arizona
$17K +$16.7K +502 New
CWP
232
CFM Wealth Partners
Texas
$17K +$16.8K +505 New
AssetMark Inc
233
AssetMark Inc
California
$16K +$15.6K +469 New
BlackRock
234
BlackRock
New York
$15K +$265 +8 +2%
OPS
235
Orion Portfolio Solutions
Nebraska
$14K +$13.4K +403 New
FGAM
236
Financial Gravity Asset Management
Texas
$13K
LJHT
237
Laurie J. Hall Trustee
$13K +$12.9K +390 New
FWM
238
Filbrandt Wealth Management
Wisconsin
$12K +$12.5K +376 New
HI
239
Hudock Inc
Pennsylvania
$9K
FDCDDQ
240
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.95K
SIC
241
Salem Investment Counselors
North Carolina
$8K -$9.96K -300 -55%
PA
242
PSI Advisors
Florida
$8K +$8.43K +254 New
SPIA
243
Steward Partners Investment Advisory
New York
$7K -$37.4K -1,126 -83%
AA
244
Ancora Advisors
Ohio
$7K +$6.64K +200 New
KTC
245
Kistler-Tiffany Companies
Pennsylvania
$6K
FP
246
Financial Perspectives
Minnesota
$5.07K +$4.98K +150 New
GWM
247
Geneos Wealth Management
Colorado
$5K
LWM
248
Liberty Wealth Management
California
$5K
SIM
249
Sonora Investment Management
Arizona
$5K +$4.51K +136 New
CT
250
Caldwell Trust
Florida
$4.93K +$4.84K +146 New

DBEF Hedge Fund Activity: Q4 2019 in Review

259 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) for Q4 2019, worth a combined $3.7B — up 6.1% from $3.49B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new DBEF positions and 20 closed out — a net gain of 25 holders — while 81 added to existing stakes and 87 trimmed.

The largest buyer was IndexIQ Advisors, adding an estimated $26.8M. The largest seller was UBS Group, cutting an estimated $18.2M.

  • 259 institutional investors held Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) as of Q4 2019, up from 238 in Q3 2019.
  • Funds reported $3.7B of Xtrackers MSCI EAFE Hedged Equity ETF stock for Q4 2019, up 6.1% quarter-over-quarter.
  • 45 funds opened new Xtrackers MSCI EAFE Hedged Equity ETF positions in Q4 2019 and 20 closed out, a net change of +25 holders.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF buyer in Q4 2019 was IndexIQ Advisors, an estimated $26.8M added.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF seller in Q4 2019 was UBS Group, an estimated $18.2M sold.

Based on aggregated 13F filings for Q4 2019.