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Xtrackers MSCI EAFE Hedged Equity ETF

259 hedge funds and large institutions have $3.7B invested in Xtrackers MSCI EAFE Hedged Equity ETF in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 81 increasing their positions, 87 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 20

9% more funds holding

Funds holding: 238259 (+21)

6% more capital invested

Capital invested by funds: $3.49B → $3.7B (+$212M)

4% more funds holding in top 10

Funds holding in top 10: 2324 (+1)

0.19% more ownership

Funds ownership: 70.18%70.37% (+0.19%)

7% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 87

Holders
259
Holders Change
+21
Holders Change %
+8.82%
% of All Funds
5.1%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.47%
New
45
Increased
81
Reduced
87
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
151
SVB Wealth
Massachusetts
$481K -$24.5K -739 -5%
FAN
152
Financial Advisors Network
California
$471K -$287K -8,644 -38%
AWA
153
Acorn Wealth Advisors
Michigan
$456K -$21.7K -654 -5%
IWC
154
Integrated Wealth Concepts
Massachusetts
$456K -$18.7K -565 -4%
IA
155
IFP Advisors
Florida
$415K -$2M -60,175 -83%
VF
156
Virtu Financial
New York
$414K +$407K +12,269 New
CWM
157
Confluence Wealth Management
Oregon
$408K
DWM
158
Dakota Wealth Management
Florida
$408K +$401K +12,073 New
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$394K -$48.1K -1,450 -11%
PPA
160
Parametric Portfolio Associates
Washington
$392K +$385K +11,607 New
LFAS
161
Level Four Advisory Services
Texas
$388K +$23.8K +716 +7%
GVAG
162
Great Valley Advisor Group
Delaware
$383K +$2.56K +77 +0.7%
Stifel Financial
163
Stifel Financial
Missouri
$381K +$4.31K +130 +1%
Creative Planning
164
Creative Planning
Kansas
$374K +$367K +11,074 New
Fidelity Investments
165
Fidelity Investments
Massachusetts
$363K -$17.1K -515 -5%
EAM
166
Evanson Asset Management
California
$360K +$3.55K +107 +1%
BRWA
167
B. Riley Wealth Advisors
Florida
$342K +$92.9K +2,801 +38%
CAM
168
Cresset Asset Management
Illinois
$341K
SAM
169
SignalPoint Asset Management
Missouri
$333K -$42.4K -1,278 -11%
JIC
170
Johnson Investment Counsel
Ohio
$333K -$2.02K -61 -0.6%
MFG
171
Merit Financial Group
Georgia
$323K +$8.3K +250 +3%
NAS
172
Nicolet Advisory Services
Wisconsin
$304K -$22.4K -675 -7%
KF
173
Krilogy Financial
Missouri
$296K -$2.49K -75 -0.8%
EH
174
Equitable Holdings
New York
$291K +$286K +8,625 New
SEI Investments
175
SEI Investments
Pennsylvania
$283K +$274K +8,266 New

DBEF Hedge Fund Activity: Q4 2019 in Review

259 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) for Q4 2019, worth a combined $3.7B — up 6.1% from $3.49B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new DBEF positions and 20 closed out — a net gain of 25 holders — while 81 added to existing stakes and 87 trimmed.

The largest buyer was IndexIQ Advisors, adding an estimated $26.8M. The largest seller was UBS Group, cutting an estimated $18.2M.

  • 259 institutional investors held Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) as of Q4 2019, up from 238 in Q3 2019.
  • Funds reported $3.7B of Xtrackers MSCI EAFE Hedged Equity ETF stock for Q4 2019, up 6.1% quarter-over-quarter.
  • 45 funds opened new Xtrackers MSCI EAFE Hedged Equity ETF positions in Q4 2019 and 20 closed out, a net change of +25 holders.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF buyer in Q4 2019 was IndexIQ Advisors, an estimated $26.8M added.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF seller in Q4 2019 was UBS Group, an estimated $18.2M sold.

Based on aggregated 13F filings for Q4 2019.