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Xtrackers MSCI EAFE Hedged Equity ETF

225 hedge funds and large institutions have $2.71B invested in Xtrackers MSCI EAFE Hedged Equity ETF in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 58 increasing their positions, 94 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

7% more capital invested

Capital invested by funds: $2.54B → $2.71B (+$169M)

6% more funds holding

Funds holding: 213225 (+12)

3.45% more ownership

Funds ownership: 70.23%73.69% (+3.5%)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

38% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 94

Holders
225
Holders Change
+12
Holders Change %
+5.63%
% of All Funds
3.98%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
36
Increased
58
Reduced
94
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$3.42M -$443K -13,717 -12%
IA
52
IFG Advisory
Georgia
$3.37M +$36.8K +1,140 +1%
TA
53
TrueWealth Advisors
Alabama
$3.37M +$3.14M +97,158 New
Cerity Partners
54
Cerity Partners
New York
$3.25M -$2.97K -92 -0.1%
MCM
55
MAI Capital Management
Ohio
$3.05M -$66.7K -2,067 -2%
AWA
56
Arkadios Wealth Advisors
Georgia
$2.97M +$2.75M +85,126 +2,572%
KAS
57
Kestra Advisory Services
Texas
$2.82M +$1.23M +38,244 +85%
HSA
58
HBK Sorce Advisory
Pennsylvania
$2.75M -$516K -15,985 -16%
MML Investors Services
59
MML Investors Services
Massachusetts
$2.73M +$30.7K +950 +1%
CTC
60
Central Trust Company
Missouri
$2.71M -$89.2K -2,763 -3%
MMA
61
Miracle Mile Advisors
California
$2.66M +$237K +7,349 +10%
HCA
62
Heck Capital Advisors
Wisconsin
$2.63M -$734K -22,741 -23%
CA
63
Calton & Associates
Florida
$2.35M -$107K -3,319 -5%
APWM
64
Atlas Private Wealth Management
New York
$2.31M +$182K +5,627 +9%
SEEDPG
65
S.E.E.D. Planning Group
New York
$2.19M -$28.5K -882 -1%
MHS
66
M Holdings Securities
Oregon
$2.11M -$32.8K -1,017 -2%
CA
67
Crumly & Associates
Illinois
$2.06M -$3.15M -97,591 -62%
CAN
68
Cetera Advisor Networks
California
$2.05M -$164K -5,089 -8%
IRC
69
Investors Research Corp
Georgia
$2M -$13.7K -423 -0.7%
LWA
70
Lenox Wealth Advisors
New York
$1.91M +$13.9K +432 +0.8%
JMPWA
71
JP Morgan Private Wealth Advisors
California
$1.9M -$119K -3,691 -6%
CM
72
Columbus Macro
Pennsylvania
$1.87M -$976K -30,240 -35%
DAS
73
Dynamic Advisor Solutions
Arizona
$1.79M +$38.6K +1,197 +2%
IAIM
74
International Assets Investment Management
Florida
$1.68M -$167K -5,176 -10%
MIAN
75
Mariner Independent Advisor Network
Kansas
$1.66M -$334K -10,336 -17%

DBEF Hedge Fund Activity: Q4 2020 in Review

225 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) for Q4 2020, worth a combined $2.71B — up 6.7% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DBEF positions and 21 closed out — a net gain of 15 holders — while 58 added to existing stakes and 94 trimmed.

The largest buyer was Financial Advisory Group, adding an estimated $10.7M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $31.5M.

  • 225 institutional investors held Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) as of Q4 2020, up from 213 in Q3 2020.
  • Funds reported $2.71B of Xtrackers MSCI EAFE Hedged Equity ETF stock for Q4 2020, up 6.7% quarter-over-quarter.
  • 36 funds opened new Xtrackers MSCI EAFE Hedged Equity ETF positions in Q4 2020 and 21 closed out, a net change of +15 holders.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF buyer in Q4 2020 was Financial Advisory Group, an estimated $10.7M added.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF seller in Q4 2020 was Raymond James Financial Services Advisors, an estimated $31.5M sold.

Based on aggregated 13F filings for Q4 2020.