We are live on ! Find out more
DBEF icon

Xtrackers MSCI EAFE Hedged Equity ETF
DBEF

295 hedge funds and large institutions have $3.89B invested in Xtrackers MSCI EAFE Hedged Equity ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 93 increasing their positions, 83 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 23

21% more capital invested

Capital invested by funds: $3.2B → $3.89B (+$685M)

14% more funds holding

Funds holding: 259 → 295 (+36)

12% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 83

12% more funds holding in top 10

Funds holding in top 10: 17 → 19 (+2)

7.71% more ownership

Funds ownership: 75.83% → 83.54% (+7.7%)

Holders
295
Holders Change
+36
Holders Change %
+13.9%
% of All Funds
4.3%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.28%
New
62
Increased
93
Reduced
83
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$203M
2
Goldman Sachs
Goldman Sachs
New York
+$147M
3
Ameriprise
Ameriprise
Minnesota
+$39.3M
4
GA
Geller Advisors
New York
+$31.9M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$28.5M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$52.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$49.8M
3
AWM
Affinity Wealth Management
Delaware
-$16.2M
4
Jane Street
Jane Street
New York
-$13.6M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$9.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cerity Partners
76
Cerity Partners
New York
$3.5M +$3.36M +94,758 New
TFM
77
Trademark Financial Management
Minnesota
$3.43M +$3.28M +92,660 New
FMP
78
Financial Management Professionals
Texas
$3.38M +$3.23M +91,258 New
UWS
79
Unique Wealth Strategies
Illinois
$3.24M +$3.1M +87,522 New
Mariner
80
Mariner
Kansas
$3.2M -$1.05M -29,701 -26%
GA
81
Goldstein Advisors
Wisconsin
$3.15M -$124K -3,493 -4%
HSA
82
HBK Sorce Advisory
Pennsylvania
$3.12M – – –
CWM
83
Chesapeake Wealth Management
Virginia
$2.95M +$925K +26,124 +49%
AC
84
AlphaCore Capital
California
$2.92M -$212 -6 -0%
DAS
85
Dynamic Advisor Solutions
Arizona
$2.89M +$407K +11,504 +17%
SWA
86
Stratos Wealth Advisors
Ohio
$2.78M +$190K +5,379 +8%
MCM
87
MAI Capital Management
Ohio
$2.69M -$15.8K -447 -0.6%
MMA
88
Miracle Mile Advisors
California
$2.67M -$382K -10,776 -13%
MWM
89
Maltin Wealth Management
New Jersey
$2.63M -$6.8K -192 -0.3%
HWA
90
Hillcrest Wealth Advisors
New Jersey
$2.6M – – –
AWS
91
Atria Wealth Solutions
New York
$2.56M +$283K +7,985 +13%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$2.53M -$75.8K -2,142 -3%
BFPW
93
BOK Financial Private Wealth
Colorado
$2.51M – – –
NPT
94
National Philanthropic Trust
Pennsylvania
$2.5M +$2.39M +67,521 New
MFG
95
Merit Financial Group
Georgia
$2.45M +$1.64M +46,229 +231%
WWM
96
Western Wealth Management
Colorado
$2.37M -$33.7K -953 -1%
CA
97
Cetera Advisors
Colorado
$2.34M +$231K +6,512 +11%
BI
98
Berkeley Inc
Idaho
$2.32M +$283K +7,985 +15%
IRC
99
Investors Research Corp
Georgia
$2.16M +$141K +3,972 +7%
SA
100
Strategic Advisors
New York
$2.09M -$18.1K -512 -0.9%
2 3
4
5 6

DBEF Hedge Fund Activity: Q4 2023 in Review

295 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) for Q4 2023, worth a combined $3.89B — up 21% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new DBEF positions and 23 closed out — a net gain of 39 holders — while 93 added to existing stakes and 83 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $203M. The largest seller was United Capital Financial Advisors, cutting an estimated $52.6M.

  • 295 institutional investors held Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) as of Q4 2023, up from 259 in Q3 2023.
  • Funds reported $3.89B of Xtrackers MSCI EAFE Hedged Equity ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 62 funds opened new Xtrackers MSCI EAFE Hedged Equity ETF positions in Q4 2023 and 23 closed out, a net change of +39 holders.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF buyer in Q4 2023 was Morgan Stanley, an estimated $203M added.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF seller in Q4 2023 was United Capital Financial Advisors, an estimated $52.6M sold.

Based on aggregated 13F filings for Q4 2023.