Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
25 hedge funds and large institutions have $119M invested in Xtrackers MSCI EAFE Hedged Equity ETF in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 2 reducing their positions, and 4 closing their positions.
650% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 2
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
33% more capital invested
Capital invested by funds: $90M → $119M (+$29.4M)
19% more funds holding
Funds holding: 21 → 25 (+4)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
8.36% less ownership
Funds ownership: 85.5% → 77.14% (-8.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWA
Lenox Wealth Advisors
New York
|
+$9.07M |
| 2 |
Jane Street
New York
|
+$5.55M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$4.4M |
| 4 |
Morgan Stanley
New York
|
+$4.38M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$2.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Goelzer Investment Management
Carmel,
Indiana
|
-$6.67M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.62M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.16M |
| 4 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$309K |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$46.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.62M | -109,450 | Closed |
|
|
RJFSA
27
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$2.16M | -90,170 | Closed |
|
|
AW
28
ACG Wealth
Atlanta,
Georgia
| – | -$309K | -12,903 | Closed |
|
|
EWM
29
Edge Wealth Management
New York
| – | -$41K | -1,697 | Closed |
|
DBEF Hedge Fund Activity: Q3 2013 in Review
25 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) for Q3 2013, worth a combined $119M — up 33% from $90M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new DBEF positions and 4 closed out — a net gain of 4 holders — while 15 added to existing stakes and 2 trimmed.
The largest buyer was Lenox Wealth Advisors, adding an estimated $9.07M. The largest seller was Goelzer Investment Management, cutting an estimated $6.67M.
- 25 institutional investors held Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) as of Q3 2013, up from 21 in Q2 2013.
- Funds reported $119M of Xtrackers MSCI EAFE Hedged Equity ETF stock for Q3 2013, up 33% quarter-over-quarter.
- 8 funds opened new Xtrackers MSCI EAFE Hedged Equity ETF positions in Q3 2013 and 4 closed out, a net change of +4 holders.
- The largest Xtrackers MSCI EAFE Hedged Equity ETF buyer in Q3 2013 was Lenox Wealth Advisors, an estimated $9.07M added.
- The largest Xtrackers MSCI EAFE Hedged Equity ETF seller in Q3 2013 was Goelzer Investment Management, an estimated $6.67M sold.
Based on aggregated 13F filings for Q3 2013.