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Xtrackers MSCI EAFE Hedged Equity ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 234244 (+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: 1716 (-1)

10% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 80

Holders
244
Holders Change
+10
Holders Change %
+4.27%
% of All Funds
3.89%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
35
Increased
72
Reduced
80
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$13.5M +$617K +17,897 +5%
OCM
27
One Capital Management
California
$13.2M +$3.64M +105,603 +39%
Stifel Financial
28
Stifel Financial
Missouri
$13.1M +$5.88M +170,709 +85%
AWM
29
Affinity Wealth Management
Delaware
$13.1M +$12.8M +370,823 New
TWM
30
Tradition Wealth Management
Minnesota
$13M +$419K +12,152 +3%
HNW
31
High Note Wealth
Minnesota
$11.2M -$4.65K -135 -0%
Truist Financial
32
Truist Financial
North Carolina
$9.42M +$452K +13,109 +5%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$8.8M +$811K +23,539 +10%
WMWM
34
Whitaker-Myers Wealth Managers
Ohio
$8.72M +$3.26M +94,578 +62%
TA
35
TrueWealth Advisors
Alabama
$8.53M -$1.17M -34,048 -12%
AA
36
AlphaMark Advisors
Kentucky
$8.35M +$175K +5,074 +2%
BPA
37
Beacon Pointe Advisors
California
$8.26M +$4.7M +136,537 +139%
CFG
38
Cooper Financial Group
California
$8.21M +$14.8K +429 +0.2%
CB
39
Commerce Bank
Missouri
$7.98M -$1.52M -44,087 -16%
VC
40
Vicus Capital
Pennsylvania
$7.91M -$54.6K -1,584 -0.7%
MWM
41
Moran Wealth Management
Florida
$7.69M +$4.53M +131,521 +151%
FA
42
Forefront Analytics
Pennsylvania
$7.65M -$310K -8,991 -4%
CTC
43
Central Trust Company
Missouri
$7.64M +$660K +19,167 +10%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$7.27M -$3.64M -105,551 -34%
EFG
45
Ethos Financial Group
Pennsylvania
$6.88M +$143K +4,138 +2%
US Bancorp
46
US Bancorp
Minnesota
$6.88M -$457K -13,266 -6%
CAN
47
Cetera Advisor Networks
California
$6.64M +$118K +3,421 +2%
Citigroup
48
Citigroup
New York
$6.23M +$550K +15,970 +10%
LPAM
49
Lodestar Private Asset Management
California
$6.17M -$355K -10,314 -6%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$5.99M +$454K +13,183 +8%

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.