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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
NAS
151
Nicolet Advisory Services
Wisconsin
$272K
AFS
152
Access Financial Services
Minnesota
$266K -$277K -9,555 -52%
SW
153
SVB Wealth
Massachusetts
$264K -$68.5K -2,360 -21%
WA
154
Waddell & Associates
Tennessee
$263K -$121K -4,160 -32%
KF
155
Krilogy Financial
Missouri
$262K +$377 +13 +0.2%
BAM
156
Belpointe Asset Management
Nevada
$258K -$59.7K -2,058 -19%
GIA
157
Gladstone Institutional Advisory
Florida
$253K -$66.9K -2,307 -22%
AWA
158
Acorn Wealth Advisors
Michigan
$247K -$4.15K -143 -2%
LNC
159
Lincoln National Corp
Pennsylvania
$239K
PAS
160
Park Avenue Securities
New York
$237K +$227K +7,842 New
ASN
161
Advisory Services Network
Georgia
$222K -$1.63K -56 -0.8%
ACI
162
Alpha Cubed Investments
California
$219K -$807K -27,804 -79%
CA
163
Cetera Advisors
Colorado
$219K -$125K -4,301 -37%
DADC
164
D.A. Davidson & Co
Montana
$218K -$33.8K -1,166 -14%
IAN
165
Integrated Advisors Network
Texas
$217K +$208K +7,183 New
FWCM
166
Ferguson Wellman Capital Management
Oregon
$217K +$208K +7,186 New
HA
167
Harborview Advisors
Maine
$212K -$406K -14,000 -67%
BRWA
168
B. Riley Wealth Advisors
Florida
$210K -$31.5K -1,085 -14%
SAM
169
S.A. Mason
Michigan
$196K -$7.54K -260 -4%
PFBT
170
Parkside Financial Bank & Trust
Missouri
$170K
GRP
171
Global Retirement Partners
California
$143K +$82.4K +2,842 +151%
SQA
172
Simon Quick Advisors
New Jersey
$143K +$138K +4,748 New
IA
173
IFP Advisors
Florida
$131K
RP
174
Rowlandmiller & Partners
Georgia
$130K
Fidelity Investments
175
Fidelity Investments
Massachusetts
$127K -$36.8K -1,268 -23%

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.