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Xtrackers MSCI EAFE Hedged Equity ETF
DBEF

250 hedge funds and large institutions have $3.21B invested in Xtrackers MSCI EAFE Hedged Equity ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 65

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

8% more capital invested

Capital invested by funds: $2.98B → $3.21B (+$227M)

2% more funds holding

Funds holding: 244 → 250 (+6)

1.05% more ownership

Funds ownership: 76.78% → 77.83% (+1.1%)

6% less funds holding in top 10

Funds holding in top 10: 16 → 15 (-1)

Holders
250
Holders Change
+6
Holders Change %
+2.46%
% of All Funds
3.93%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
26
Increased
101
Reduced
65
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$21.1M
2
Ameriprise
Ameriprise
Minnesota
+$18.5M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$15.4M
4
OMC
Old Mission Capital
Illinois
+$13.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.1M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$11.1M
2
M1FG
Mach-1 Financial Group
Arkansas
-$5.98M
3
UCFA
United Capital Financial Advisors
Texas
-$3.77M
4
FAG
Financial Advisory Group
Texas
-$2.29M
5
SAF
Smith Anglin Financial
Texas
-$2.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
226
Bogart Wealth LLC
Virginia
$14.2K – – –
BC
227
Bartlett & Co
Ohio
$12K – – –
BCWM
228
Bartlett & Co Wealth Management
Ohio
$11.6K – – –
FDCDDQ
229
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.37K – – –
SIC
230
Salem Investment Counselors
North Carolina
$8.84K – – –
FA
231
Fiduciary Alliance
South Carolina
$7.11K +$7.23K +201 New
TRCT
232
Tower Research Capital (TRC)
New York
$7.07K +$7.19K +200 New
WT
233
Whittier Trust
California
$7.07K – – –
ME
234
McIlrath & Eck
Washington
$5.8K – – –
CSPIA
235
Cary Street Partners Investment Advisory
Virginia
$5.31K – – –
FP
236
Financial Perspectives
Minnesota
$5.31K – – –
SS
237
Sunbelt Securities
Texas
$4.01K – – –
HCP
238
Hexagon Capital Partners
Arkansas
$3.85K -$9.35K -260 -70%
ASBI
239
American State Bank (Iowa)
Iowa
$3.71K – – –
BWP
240
Baldwin Wealth Partners
Massachusetts
$3.54K – – –
MRCM
241
M&R Capital Management
New Jersey
$3.54K – – –
CAS
242
Coppell Advisory Solutions
Texas
$3.09K +$3.17K +88 New
TC
243
Truvestments Capital
Florida
$3.02K +$108 +3 +4%
EWA
244
EverSource Wealth Advisors
Alabama
$2.9K – – –
TAM
245
Tucker Asset Management
Colorado
$2.87K – – –
JFA
246
JNBA Financial Advisors
Minnesota
$2.65K – – –
CPG
247
Cornerstone Planning Group
New Jersey
$2.3K +$2.34K +65 New
AIM
248
Anchor Investment Management
South Carolina
$1.63K – – –
BNP Paribas Financial Markets
249
BNP Paribas Financial Markets
France
$141 +$144 +4 New
GWSA
250
Global Wealth Strategies & Associates
Colorado
$51 – – –
7 8 9
10
11

DBEF Hedge Fund Activity: Q2 2023 in Review

250 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) for Q2 2023, worth a combined $3.21B — up 7.6% from $2.98B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DBEF positions and 20 closed out — a net gain of 6 holders — while 101 added to existing stakes and 65 trimmed.

The largest buyer was LPL Financial, adding an estimated $21.1M. The largest seller was Goldman Sachs, cutting an estimated $11.1M.

  • 250 institutional investors held Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) as of Q2 2023, up from 244 in Q1 2023.
  • Funds reported $3.21B of Xtrackers MSCI EAFE Hedged Equity ETF stock for Q2 2023, up 7.6% quarter-over-quarter.
  • 26 funds opened new Xtrackers MSCI EAFE Hedged Equity ETF positions in Q2 2023 and 20 closed out, a net change of +6 holders.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF buyer in Q2 2023 was LPL Financial, an estimated $21.1M added.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF seller in Q2 2023 was Goldman Sachs, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2023.