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Xtrackers MSCI EAFE Hedged Equity ETF

227 hedge funds and large institutions have $2.66B invested in Xtrackers MSCI EAFE Hedged Equity ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 109 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.19% more ownership

Funds ownership: 68.9%69.09% (+0.19%)

2% less capital invested

Capital invested by funds: $2.7B → $2.66B (-$46.2M)

5% less funds holding

Funds holding: 239227 (-12)

25% less funds holding in top 10

Funds holding in top 10: 2015 (-5)

36% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 33

54% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 109

Holders
227
Holders Change
-12
Holders Change %
-5.02%
% of All Funds
4.65%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.31%
New
21
Increased
50
Reduced
109
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
126
IHT Wealth Management
Illinois
$496K +$101K +3,480 +27%
CWM
127
Chesapeake Wealth Management
Virginia
$492K +$472K +16,277 New
SIA
128
Starfire Investment Advisers
Michigan
$472K
Deutsche Bank
129
Deutsche Bank
Germany
$455K -$525K -18,090 -55%
CCM
130
Colorado Capital Management
Colorado
$449K -$13.8K -474 -3%
JWCA
131
J.W. Cole Advisors
Florida
$449K +$431K +14,846 New
SSWM
132
Sheets Smith Wealth Management
North Carolina
$430K -$2.62M -90,298 -86%
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$412K -$243K -8,367 -38%
WCA
134
Westover Capital Advisors
Delaware
$411K -$113K -3,894 -22%
CAM
135
Cozad Asset Management
Illinois
$408K +$392K +13,498 New
UWM
136
USAdvisors Wealth Management
Minnesota
$367K +$352K +12,150 New
IWP
137
IAG Wealth Partners
Wisconsin
$366K +$100K +3,453 +40%
HB
138
Homrich & Berg
Georgia
$354K -$1.09M -37,476 -76%
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$352K -$493 -17 -0.1%
BWM
140
BerganKDV Wealth Management
Minnesota
$340K +$326K +11,238 New
BCMO
141
Buckingham Capital Management (Ohio)
Ohio
$336K -$11.6K -400 -3%
PCS
142
Personal CFO Solutions
New Jersey
$334K -$1.82M -62,653 -85%
EAM
143
Evanson Asset Management
California
$328K +$5.51K +190 +2%
NFG
144
Next Financial Group
Texas
$327K +$26K +895 +9%
Thrivent Financial for Lutherans
145
Thrivent Financial for Lutherans
Minnesota
$326K
WP
146
WealthSource Partners
California
$321K
GSWM
147
Golden State Wealth Management
California
$318K +$20K +690 +7%
FNT
148
First National Trust
Pennsylvania
$317K -$388K -13,379 -56%
EH
149
Equitable Holdings
New York
$289K +$4.5K +155 +2%
Stifel Financial
150
Stifel Financial
Missouri
$283K +$116 +4 +0%

DBEF Hedge Fund Activity: Q2 2020 in Review

227 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) for Q2 2020, worth a combined $2.66B — down 1.7% from $2.7B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of DBEF and 21 opened new positions — a net loss of 12 holders — while 109 trimmed existing stakes and 50 added.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $21.1M. The largest seller was Goldman Sachs, cutting an estimated $116M.

  • 227 institutional investors held Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) as of Q2 2020, down from 239 in Q1 2020.
  • Funds reported $2.66B of Xtrackers MSCI EAFE Hedged Equity ETF stock for Q2 2020, down 1.7% quarter-over-quarter.
  • 21 funds opened new Xtrackers MSCI EAFE Hedged Equity ETF positions in Q2 2020 and 33 closed out, a net change of -12 holders.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF buyer in Q2 2020 was Northwestern Mutual Wealth Management, an estimated $21.1M added.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF seller in Q2 2020 was Goldman Sachs, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2020.