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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
OMC
76
Old Mission Capital
Illinois
$1.54M -$4.69M -145,162 -76%
OGF
77
Orin Green Financial
California
$1.52M +$1.46M +45,124 New
CG
78
CFO4Life Group
Texas
$1.51M -$12.3K -382 -0.8%
BAM
79
Belpointe Asset Management
Nevada
$1.47M -$377K -11,686 -21%
DCM
80
Dimension Capital Management
Florida
$1.45M
Northern Trust
81
Northern Trust
Illinois
$1.42M -$193K -5,970 -12%
BT
82
Brandywine Trust
Delaware
$1.36M
CG
83
Caprock Group
Idaho
$1.35M
AI
84
Atria Investments
North Carolina
$1.34M +$171K +5,306 +15%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$1.33M +$20.4K +633 +2%
LA
86
LVW Advisors
New York
$1.3M +$466K +14,432 +60%
EWM
87
Evercore Wealth Management
New York
$1.21M -$560K -17,356 -32%
William Blair & Company
88
William Blair & Company
Illinois
$1.2M
GC
89
Gilbert & Cook
Iowa
$1.19M -$210K -6,517 -16%
NFP
90
Novak Financial Planning
Maryland
$1.18M +$1.14M +35,203 New
CC
91
Cedar Capital
Illinois
$1.13M -$177K -5,496 -14%
KL
92
KWMG LLC
Kansas
$1.12M -$76.7K -2,377 -7%
NC
93
NewSquare Capital
Pennsylvania
$1.08M +$196K +6,087 +23%
PAG
94
Private Advisor Group
New Jersey
$1.03M -$525K -16,254 -35%
AP
95
Advisor Partners
California
$990K +$943K +29,206 New
SL
96
SWMG LLC
Texas
$977K +$924K +28,629 New
WCM
97
Wealthcare Capital Management
Virginia
$956K -$175K -5,421 -16%
Jane Street
98
Jane Street
New York
$953K -$1.2M -37,079 -57%
BI
99
Berkeley Inc
Idaho
$948K +$910K +28,195 New
MWM
100
Mission Wealth Management
California
$942K -$107K -3,303 -11%

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.