We are live on ! Find out more
DBEF icon

Xtrackers MSCI EAFE Hedged Equity ETF
DBEF

250 hedge funds and large institutions have $3.21B invested in Xtrackers MSCI EAFE Hedged Equity ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 65

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

8% more capital invested

Capital invested by funds: $2.98B → $3.21B (+$227M)

2% more funds holding

Funds holding: 244 → 250 (+6)

1.05% more ownership

Funds ownership: 76.78% → 77.83% (+1.1%)

6% less funds holding in top 10

Funds holding in top 10: 16 → 15 (-1)

Holders
250
Holders Change
+6
Holders Change %
+2.46%
% of All Funds
3.93%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
26
Increased
101
Reduced
65
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$21.1M
2
Ameriprise
Ameriprise
Minnesota
+$18.5M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$15.4M
4
OMC
Old Mission Capital
Illinois
+$13.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.1M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$11.1M
2
M1FG
Mach-1 Financial Group
Arkansas
-$5.98M
3
UCFA
United Capital Financial Advisors
Texas
-$3.77M
4
FAG
Financial Advisory Group
Texas
-$2.29M
5
SAF
Smith Anglin Financial
Texas
-$2.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
126
Sigma Planning Corp
Michigan
$858K +$149K +4,155 +21%
WANY
127
Wealthspire Advisors (New York)
New York
$814K – – –
PIAS
128
PCA Investment Advisory Services
Ohio
$787K +$3.35K +93 +0.4%
PG
129
Patten Group
Tennessee
$764K -$21.6K -601 -3%
CAG
130
Curtis Advisory Group
California
$725K +$85.4K +2,375 +13%
TCWM
131
Total Clarity Wealth Management
Illinois
$725K -$3.42K -95 -0.5%
Creative Planning
132
Creative Planning
Kansas
$719K +$36.3K +1,009 +5%
MFG
133
Merit Financial Group
Georgia
$708K -$16.8K -468 -2%
BA
134
Bellwether Advisors
Nebraska
$666K – – –
SFS
135
Sowell Financial Services
Arkansas
$661K +$447K +12,435 +199%
SCA
136
Snowden Capital Advisors
New York
$640K +$15.5K +431 +2%
ACM
137
Advisors Capital Management
New Jersey
$633K +$6.29K +175 +1%
LA
138
LVW Advisors
New York
$617K -$108K -3,000 -15%
RIS
139
Retirement Income Solutions
Michigan
$602K – – –
FAM
140
Family Asset Management
South Carolina
$597K -$60.5K -1,681 -9%
IWP
141
Icon Wealth Partners
Texas
$582K – – –
FFN
142
Focus Financial Network
Minnesota
$578K -$17.2K -477 -3%
DWP
143
Destiny Wealth Partners
Florida
$576K – – –
GIM
144
Goelzer Investment Management
Indiana
$569K – – –
Corient Private Wealth
145
Corient Private Wealth
Florida
$567K -$249K -6,914 -30%
LWM
146
Liberty Wealth Management
California
$538K +$18.3K +509 +3%
WP
147
WealthSource Partners
California
$474K +$20.9K +580 +5%
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$472K -$36.9K -1,026 -7%
EAM
149
Evanson Asset Management
California
$465K +$7.84K +218 +2%
CAC
150
Certified Advisory Corp
Florida
$465K +$473K +13,141 New
4 5
6
7 8

DBEF Hedge Fund Activity: Q2 2023 in Review

250 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) for Q2 2023, worth a combined $3.21B — up 7.6% from $2.98B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DBEF positions and 20 closed out — a net gain of 6 holders — while 101 added to existing stakes and 65 trimmed.

The largest buyer was LPL Financial, adding an estimated $21.1M. The largest seller was Goldman Sachs, cutting an estimated $11.1M.

  • 250 institutional investors held Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) as of Q2 2023, up from 244 in Q1 2023.
  • Funds reported $3.21B of Xtrackers MSCI EAFE Hedged Equity ETF stock for Q2 2023, up 7.6% quarter-over-quarter.
  • 26 funds opened new Xtrackers MSCI EAFE Hedged Equity ETF positions in Q2 2023 and 20 closed out, a net change of +6 holders.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF buyer in Q2 2023 was LPL Financial, an estimated $21.1M added.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF seller in Q2 2023 was Goldman Sachs, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2023.