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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
CA
26
Crewe Advisors
Utah
$27.5M +$345K +8,928 +1%
BF
27
Blankinship & Foster
California
$26.3M -$1.66M -42,976 -6%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$24.4M +$1.56M +40,441 +7%
Stifel Financial
29
Stifel Financial
Missouri
$23.4M +$202K +5,224 +0.9%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$23.1M +$1.86M +48,014 +9%
WMG
31
WESCAP Management Group
California
$22.4M +$762K +19,717 +4%
TWM
32
Tradition Wealth Management
Minnesota
$20.2M +$715K +18,480 +4%
BFS
33
Burkett Financial Services
South Carolina
$19.2M -$361K -9,339 -2%
WMWM
34
Whitaker-Myers Wealth Managers
Ohio
$19.2M +$2.27M +58,628 +14%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$18M +$1.55M +39,969 +10%
JP Morgan Chase
36
JP Morgan Chase
New York
$17.5M +$2.93M +75,706 +21%
VWA
37
Visionary Wealth Advisors
Illinois
$17.2M -$81.4K -2,106 -0.5%
Truist Financial
38
Truist Financial
North Carolina
$16.5M +$6.16M +159,231 +65%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$15.6M -$1.1M -28,401 -7%
HP
40
Hilltop Partners
Indiana
$15.5M +$2.07M +53,402 +16%
WF
41
Williams Financial
Vermont
$15.2M +$14.4M +371,827 New
NA
42
NewEdge Advisors
Louisiana
$13.8M +$804K +20,798 +7%
SWP
43
Stratos Wealth Partners
Ohio
$13.7M +$271K +6,999 +2%
HNW
44
High Note Wealth
Minnesota
$13.6M +$953K +24,643 +8%
PCIA
45
Prime Capital Investment Advisors
Kansas
$12.3M +$1.83M +47,237 +19%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$11.8M +$3.26M +84,205 +41%
FI
47
Financial Insights
Washington
$11.7M +$1.12M +29,078 +11%
Cerity Partners
48
Cerity Partners
New York
$11.5M +$7.17M +185,521 +196%
TA
49
TrueWealth Advisors
Alabama
$11.1M +$743K +19,222 +8%
CAN
50
Cetera Advisor Networks
California
$10.8M +$835K +21,594 +9%
1
2
3 4 5

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.