Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
244 hedge funds and large institutions have $2.98B invested in Xtrackers MSCI EAFE Hedged Equity ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 72 increasing their positions, 80 reducing their positions, and 16 closing their positions.
119% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 16
7% more capital invested
Capital invested by funds: $2.79B → $2.98B (+$192M)
4% more funds holding
Funds holding: 234 → 244 (+10)
0.15% more ownership
Funds ownership: 76.63% → 76.78% (+0.15%)
6% less funds holding in top 10
Funds holding in top 10: 17 → 16 (-1)
10% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 80
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
+$12.8M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.88M |
| 3 |
GA
Geller Advisors
New York
|
+$7.16M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$6.55M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$5.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$28.4M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$14.5M |
| 3 |
RWP
Reliant Wealth Planning
Louisville,
Kentucky
|
-$8.92M |
| 4 |
Jane Street
New York
|
-$5.87M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$3.64M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HWM
251
HB Wealth Management
Atlanta,
Georgia
| – | -$201K | -6,229 | Closed |
|
|
CAS
252
Coppell Advisory Solutions
Coppell,
Texas
| – | -$180K | -5,590 | Closed |
|
|
CASC
253
Coppell Advisory Solutions Corp
Coppell,
Texas
| – | -$180K | -5,590 | Closed |
|
|
EI
254
Ellevest Inc
New York
| – | -$102K | -3,161 | Closed |
|
|
TRCT
255
Tower Research Capital (TRC)
New York
| – | -$30K | -923 | Closed |
|
|
BL
256
Balentine LLC
Atlanta,
Georgia
| – | -$20.9K | -648 | Closed |
|
|
OWA
257
One Wealth Advisors
San Francisco,
California
| – | -$20.4K | -632 | Closed |
|
258
BlackRock
New York
| – | -$5.87K | -182 | Closed |
|
259
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$4K | -111 | Closed |
|
|
SSG
260
Summit Securities Group
New York
| – | +$34 | +1 | New |
|
DBEF Hedge Fund Activity: Q1 2023 in Review
244 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) for Q1 2023, worth a combined $2.98B — up 6.9% from $2.79B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new DBEF positions and 16 closed out — a net gain of 19 holders — while 72 added to existing stakes and 80 trimmed.
The largest buyer was Affinity Wealth Management, opening a new position worth an estimated $12.8M. The largest seller was Goldman Sachs, cutting an estimated $28.4M.
- 244 institutional investors held Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) as of Q1 2023, up from 234 in Q4 2022.
- Funds reported $2.98B of Xtrackers MSCI EAFE Hedged Equity ETF stock for Q1 2023, up 6.9% quarter-over-quarter.
- 35 funds opened new Xtrackers MSCI EAFE Hedged Equity ETF positions in Q1 2023 and 16 closed out, a net change of +19 holders.
- The largest Xtrackers MSCI EAFE Hedged Equity ETF buyer in Q1 2023 was Affinity Wealth Management, an estimated $12.8M added.
- The largest Xtrackers MSCI EAFE Hedged Equity ETF seller in Q1 2023 was Goldman Sachs, an estimated $28.4M sold.
Based on aggregated 13F filings for Q1 2023.