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Xtrackers MSCI EAFE Hedged Equity ETF

259 hedge funds and large institutions have $3.2B invested in Xtrackers MSCI EAFE Hedged Equity ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 89 increasing their positions, 74 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

20% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 74

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

4% more funds holding

Funds holding: 250259 (+9)

0% less capital invested

Capital invested by funds: $3.21B → $3.2B (-$8.09M)

2% less ownership

Funds ownership: 77.83%75.83% (-2%)

Holders
259
Holders Change
+9
Holders Change %
+3.6%
% of All Funds
4.11%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.27%
New
31
Increased
89
Reduced
74
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
101
Empirical Asset Management
Massachusetts
$1.48M -$3.2K -91 -0.2%
EH
102
Equitable Holdings
New York
$1.48M +$566K +16,124 +61%
BWM
103
BCS Wealth Management
Tennessee
$1.47M +$1.48M +42,181 New
CG
104
Caprock Group
Idaho
$1.44M
IA
105
IFG Advisory
Georgia
$1.44M +$34.8K +990 +2%
BCI
106
Brinker Capital Investments
Pennsylvania
$1.4M -$57.4K -1,633 -4%
OPS
107
Orion Portfolio Solutions
Nebraska
$1.4M -$57.4K -1,633 -4%
WCM
108
Wealthcare Capital Management
Virginia
$1.38M +$77K +2,192 +6%
EWM
109
Evercore Wealth Management
New York
$1.24M
TLA
110
Tanglewood Legacy Advisors
Texas
$1.21M -$54.4K -1,550 -4%
SPIA
111
Steward Partners Investment Advisory
New York
$1.16M -$312K -8,893 -21%
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$1.16M -$93.8K -2,671 -7%
OGF
113
Orin Green Financial
California
$1.14M -$213K -6,065 -16%
Deutsche Bank
114
Deutsche Bank
Germany
$1.08M -$19K -540 -2%
Northern Trust
115
Northern Trust
Illinois
$1.08M +$9.17K +261 +0.8%
ONB
116
Old National Bancorp
Indiana
$1.05M -$145K -4,141 -12%
DCM
117
Dimension Capital Management
Florida
$1.04M
USCWA
118
U.S. Capital Wealth Advisors
Texas
$982K -$537K -15,304 -35%
CFG
119
Citizens Financial Group
Rhode Island
$953K
KAS
120
Kestra Advisory Services
Texas
$936K -$843K -24,010 -47%
PAS
121
Park Avenue Securities
New York
$928K -$887K -25,251 -49%
PB
122
Pinnacle Bancorp
Nebraska
$905K
CM
123
Columbus Macro
Pennsylvania
$903K -$74.6K -2,125 -8%
MWM
124
Mission Wealth Management
California
$897K
PG
125
Patten Group
Tennessee
$883K +$130K +3,710 +17%

DBEF Hedge Fund Activity: Q3 2023 in Review

259 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) for Q3 2023, worth a combined $3.2B — down 0.25% from $3.21B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DBEF positions and 21 closed out — a net gain of 10 holders — while 89 added to existing stakes and 74 trimmed.

The largest buyer was Ameriprise, adding an estimated $64.6M. The largest seller was Envestnet Asset Management, cutting an estimated $87.5M.

  • 259 institutional investors held Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) as of Q3 2023, up from 250 in Q2 2023.
  • Funds reported $3.2B of Xtrackers MSCI EAFE Hedged Equity ETF stock for Q3 2023, down 0.25% quarter-over-quarter.
  • 31 funds opened new Xtrackers MSCI EAFE Hedged Equity ETF positions in Q3 2023 and 21 closed out, a net change of +10 holders.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF buyer in Q3 2023 was Ameriprise, an estimated $64.6M added.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $87.5M sold.

Based on aggregated 13F filings for Q3 2023.