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Xtrackers MSCI EAFE Hedged Equity ETF
DBEF

312 hedge funds and large institutions have $4.15B invested in Xtrackers MSCI EAFE Hedged Equity ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 105 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

21% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 87

11% more funds holding in top 10

Funds holding in top 10: 19 → 21 (+2)

7% more capital invested

Capital invested by funds: $3.89B → $4.15B (+$264M)

6% more funds holding

Funds holding: 295 → 312 (+17)

8.3% less ownership

Funds ownership: 83.54% → 75.25% (-8.3%)

Holders
312
Holders Change
+17
Holders Change %
+5.76%
% of All Funds
4.49%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.3%
New
40
Increased
105
Reduced
87
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$64M
2
GA
Geller Advisors
New York
+$26.2M
3
WF
Williams Financial
Vermont
+$14.4M
4
LPL Financial
LPL Financial
California
+$13.1M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$12M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$213M
2
Goldman Sachs
Goldman Sachs
New York
-$164M
3
QWP
Quotient Wealth Partners
Texas
-$7.16M
4
UCFA
United Capital Financial Advisors
Texas
-$5.81M
5
PCIG
Partners Capital Investment Group
Massachusetts
-$4.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
ME
301
McIlrath & Eck
Washington
$6.71K – – –
FP
302
Financial Perspectives
Minnesota
$6.14K – – –
MA
303
MCF Advisors
Kentucky
$5.81K – – –
RG
304
Retirement Group
California
$5.53K – – –
SS
305
Sunbelt Securities
Texas
$4.64K – – –
MRCM
306
M&R Capital Management
New Jersey
$4.09K – – –
EWA
307
EverSource Wealth Advisors
Alabama
$3.32K – – –
TAM
308
Tucker Asset Management
Colorado
$3.31K – – –
OLVIG
309
Oliver Lagore Vanvalin Investment Group
Michigan
$2.78K +$2.63K +68 New
AIM
310
Anchor Investment Management
South Carolina
$1.88K – – –
AssetMark Inc
311
AssetMark Inc
California
$1.8K -$2.48K -64 -59%
CA
312
CoreCap Advisors
Michigan
$1.31K +$1.24K +32 New
GI
313
Gradient Investments
Minnesota
$49 – – –
AC
314
AlphaCore Capital
California
– -$2.92M -78,850 Closed
WANY
315
Wealthspire Advisors (New York)
New York
– -$851K -23,000 Closed
PAS
316
Park Avenue Securities
New York
– -$672K -18,167 Closed
LCM
317
LVM Capital Management
Michigan
– -$342K -9,242 Closed
CCM
318
Crabel Capital Management
California
– -$307K -8,300 Closed
BTI
319
Blue Trust Inc
Georgia
– -$234K -6,703 Closed
AAS
320
Ameritas Advisory Services
Nebraska
– -$229K -6,201 Closed
OWMIAS
321
One Wealth Management Investment & Advisory Services
Florida
– -$204K -5,521 Closed
OA
322
Operose Advisors
Wisconsin
– -$128K -3,466 Closed
KA
323
Kozak & Associates
Colorado
– -$32.2K -866 Closed
BWL
324
Bogart Wealth LLC
Virginia
– -$14.9K -402 Closed
MFT
325
Moisand Fitzgerald Tamayo
Florida
– -$13.6K -367 Closed
10 11 12
13
14

DBEF Hedge Fund Activity: Q1 2024 in Review

312 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) for Q1 2024, worth a combined $4.15B — up 6.8% from $3.89B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new DBEF positions and 21 closed out — a net gain of 19 holders — while 105 added to existing stakes and 87 trimmed.

The largest buyer was Ameriprise, adding an estimated $64M. The largest seller was Morgan Stanley, cutting an estimated $213M.

  • 312 institutional investors held Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) as of Q1 2024, up from 295 in Q4 2023.
  • Funds reported $4.15B of Xtrackers MSCI EAFE Hedged Equity ETF stock for Q1 2024, up 6.8% quarter-over-quarter.
  • 40 funds opened new Xtrackers MSCI EAFE Hedged Equity ETF positions in Q1 2024 and 21 closed out, a net change of +19 holders.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF buyer in Q1 2024 was Ameriprise, an estimated $64M added.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF seller in Q1 2024 was Morgan Stanley, an estimated $213M sold.

Based on aggregated 13F filings for Q1 2024.