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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
TFS
76
Thoroughbred Financial Services
Tennessee
$4.75M +$154K +3,987 +4%
NC
77
NewSquare Capital
Pennsylvania
$4.57M +$364K +9,418 +9%
AWS
78
Atria Wealth Solutions
New York
$4.53M +$1.61M +41,519 +60%
WWG
79
West Wealth Group
California
$4.17M +$3.94M +101,930 New
EH
80
Equitable Holdings
New York
$4.12M +$2.59M +66,979 +199%
WWS
81
Wellington Wealth Strategies
Indiana
$4.11M +$3.88M +100,330 New
TFM
82
Trademark Financial Management
Minnesota
$3.87M +$69K +1,784 +2%
SWA
83
Stratos Wealth Advisors
Ohio
$3.85M +$728K +18,827 +25%
HSA
84
HBK Sorce Advisory
Pennsylvania
$3.58M +$117K +3,028 +4%
Mariner
85
Mariner
Kansas
$3.48M -$59.6K -1,541 -2%
RWA
86
Redhawk Wealth Advisors
Minnesota
$3.45M +$3.26M +84,396 New
CWM
87
Chesapeake Wealth Management
Virginia
$3.43M +$158K +4,085 +5%
GA
88
Goldstein Advisors
Wisconsin
$3.42M -$64.4K -1,666 -2%
HPC
89
Hobart Private Capital
North Carolina
$3.37M +$3.19M +82,451 New
FMP
90
Financial Management Professionals
Texas
$3.34M -$370K -9,564 -10%
MCM
91
MAI Capital Management
Ohio
$3.28M +$290K +7,500 +10%
DAS
92
Dynamic Advisor Solutions
Arizona
$3.07M -$121K -3,138 -4%
MFG
93
Merit Financial Group
Georgia
$2.92M +$212K +5,476 +8%
MWM
94
Maltin Wealth Management
New Jersey
$2.85M -$58.7K -1,518 -2%
SPIA
95
Steward Partners Investment Advisory
New York
$2.83M +$644K +16,650 +32%
PAG
96
Private Advisor Group
New Jersey
$2.82M -$1.96M -50,584 -42%
SFS
97
Security Financial Services
Indiana
$2.8M +$2.64M +68,396 New
NPT
98
National Philanthropic Trust
Pennsylvania
$2.76M -$1.82K -47 -0.1%
JPG
99
Jordan Park Group
California
$2.71M -$1.52M -39,405 -37%
BI
100
Berkeley Inc
Idaho
$2.65M +$76.1K +1,967 +3%
2 3
4
5 6

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.