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Xtrackers MSCI EAFE Hedged Equity ETF

234 hedge funds and large institutions have $3.02B invested in Xtrackers MSCI EAFE Hedged Equity ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 77 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

5% more capital invested

Capital invested by funds: $2.87B → $3.02B (+$145M)

3% more funds holding

Funds holding: 228234 (+6)

0.62% more ownership

Funds ownership: 74.88%75.51% (+0.62%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

14% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 77

Holders
234
Holders Change
+6
Holders Change %
+2.63%
% of All Funds
4.07%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
28
Increased
66
Reduced
77
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
76
Dimension Capital Management
Florida
$1.62M
CG
77
Caprock Group
Idaho
$1.57M
OGF
78
Orin Green Financial
California
$1.56M
BAM
79
Belpointe Asset Management
Nevada
$1.56M -$11K -295 -0.7%
AI
80
Atria Investments
North Carolina
$1.53M +$34.7K +929 +2%
BT
81
Brandywine Trust
Delaware
$1.52M
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$1.5M -$6.54K -175 -0.4%
NFP
83
Novak Financial Planning
Maryland
$1.39M
LA
84
LVW Advisors
New York
$1.38M -$50K -1,338 -4%
William Blair & Company
85
William Blair & Company
Illinois
$1.36M -$3.74K -100 -0.3%
EWM
86
Evercore Wealth Management
New York
$1.36M
KAS
87
Kestra Advisory Services
Texas
$1.34M -$121K -3,231 -8%
GC
88
Gilbert & Cook
Iowa
$1.26M +$40.3K +1,077 +3%
CG
89
CFO4Life Group
Texas
$1.23M -$137K -3,664 -10%
SPC
90
Sigma Planning Corp
Michigan
$1.23M +$234K +6,250 +24%
WCM
91
Wealthcare Capital Management
Virginia
$1.18M +$30.1K +805 +3%
PFGIA
92
Patriot Financial Group Insurance Agency
Massachusetts
$1.17M +$69.9K +1,869 +6%
SL
93
SWMG LLC
Texas
$1.08M +$31.2K +835 +3%
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$1.04M -$395K -10,573 -28%
CFG
95
Citizens Financial Group
Rhode Island
$1.04M
CC
96
Cedar Capital
Illinois
$1.03M -$30.4K -812 -3%
AP
97
Advisor Partners
California
$1M +$41.8K +1,117 +4%
PB
98
Pinnacle Bancorp
Nebraska
$973K
MWM
99
Mission Wealth Management
California
$947K -$35.2K -942 -4%
MFG
100
Merit Financial Group
Georgia
$941K -$2.77K -74 -0.3%

DBEF Hedge Fund Activity: Q2 2021 in Review

234 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) for Q2 2021, worth a combined $3.02B — up 5% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DBEF positions and 20 closed out — a net gain of 8 holders — while 66 added to existing stakes and 77 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $32.4M. The largest seller was Citadel Advisors, cutting an estimated $12.2M.

  • 234 institutional investors held Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) as of Q2 2021, up from 228 in Q1 2021.
  • Funds reported $3.02B of Xtrackers MSCI EAFE Hedged Equity ETF stock for Q2 2021, up 5% quarter-over-quarter.
  • 28 funds opened new Xtrackers MSCI EAFE Hedged Equity ETF positions in Q2 2021 and 20 closed out, a net change of +8 holders.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF buyer in Q2 2021 was Bank of Montreal, an estimated $32.4M added.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF seller in Q2 2021 was Citadel Advisors, an estimated $12.2M sold.

Based on aggregated 13F filings for Q2 2021.