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Xtrackers MSCI EAFE Hedged Equity ETF

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: 244250 (+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: 1615 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
WMG
26
WESCAP Management Group
California
$18.6M -$84K -2,335 -0.4%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$17.1M +$906K +25,190 +5%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$16.2M +$10.4M +288,958 +168%
AWM
29
Affinity Wealth Management
Delaware
$15.8M +$2.69M +74,843 +20%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$15.1M +$1.65M +45,848 +12%
OMC
31
Old Mission Capital
Illinois
$14.1M +$13.7M +382,055 +2,161%
TWM
32
Tradition Wealth Management
Minnesota
$14M +$942K +26,194 +7%
OCM
33
One Capital Management
California
$13.3M +$52.7K +1,464 +0.4%
BPA
34
Beacon Pointe Advisors
California
$13.2M +$4.94M +137,431 +59%
Truist Financial
35
Truist Financial
North Carolina
$11.4M +$1.96M +54,490 +20%
HNW
36
High Note Wealth
Minnesota
$10.9M -$383K -10,636 -3%
WMWM
37
Whitaker-Myers Wealth Managers
Ohio
$10.5M +$1.72M +47,818 +19%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$9.82M +$985K +27,380 +11%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$8.85M +$1.57M +43,625 +21%
TA
40
TrueWealth Advisors
Alabama
$8.53M -$46.9K -1,303 -0.5%
CTC
41
Central Trust Company
Missouri
$8.52M +$857K +23,812 +11%
MML Investors Services
42
MML Investors Services
Massachusetts
$8.31M +$2.76M +76,813 +49%
AA
43
AlphaMark Advisors
Kentucky
$8.25M -$141K -3,933 -2%
CFG
44
Cooper Financial Group
California
$8.21M -$40.3K -1,121 -0.5%
CAN
45
Cetera Advisor Networks
California
$7.95M +$1.3M +36,149 +19%
CB
46
Commerce Bank
Missouri
$7.94M -$84.2K -2,340 -1%
VC
47
Vicus Capital
Pennsylvania
$7.81M -$139K -3,871 -2%
MWM
48
Moran Wealth Management
Florida
$7.75M +$28.2K +784 +0.4%
CCMG
49
Clark Capital Management Group
Pennsylvania
$7.06M +$7.18M +199,532 New
EFG
50
Ethos Financial Group
Pennsylvania
$6.88M

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.