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Xtrackers MSCI EAFE Hedged Equity ETF

202 hedge funds and large institutions have $4.63B invested in Xtrackers MSCI EAFE Hedged Equity ETF in 2016 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 54 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 22

25% more funds holding in top 10

Funds holding in top 10: 2835 (+7)

12% more funds holding

Funds holding: 181202 (+21)

2.16% more ownership

Funds ownership: 57.34%59.5% (+2.2%)

5% less capital invested

Capital invested by funds: $4.85B → $4.63B (-$229M)

29% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 76

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $399K

Holders
202
Holders Change
+21
Holders Change %
+11.6%
% of All Funds
5.05%
Holding in Top 10
35
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25%
% of All Funds
0.88%
New
44
Increased
54
Reduced
76
Closed
22
Calls
Puts
$399K
Net Calls
-$399K
Net Calls Change
+$389K
Name Holding Trade Value Shares
Change
Change in
Stake
YWP
176
YorkBridge Wealth Partners
New York
$39K +$39.1K +1,450 New
KPCM
177
Kings Point Capital Management
New York
$34K
GWM
178
Geneos Wealth Management
Colorado
$32K
PCA
179
Peddock Capital Advisors
Massachusetts
$31K -$9.12K -338 -23%
JIC
180
Joel Isaacson & Co
New York
$28K -$2.94K -109 -10%
PCP
181
Proficio Capital Partners
Massachusetts
$28K
AA
182
Ancora Advisors
Ohio
$28K +$27.2K +1,008 New
IIC
183
Integrated Investment Consultants
Michigan
$27K
HNB
184
Huntington National Bank
Ohio
$22K
IP
185
Intellectus Partners
California
$18K +$17.5K +650 New
GRP
186
Global Retirement Partners
California
$18K +$18.9K +702 New
AF
187
Allworth Financial
California
$16K
DADC
188
D.A. Davidson & Co
Montana
$15K
RFA
189
Reilly Financial Advisors
California
$15K +$14.6K +540 New
BlackRock
190
BlackRock
New York
$14K -$6.1K -226 -30%
WB
191
Webster Bank
Connecticut
$13K +$12.1K +450 New
FMII
192
Farmers & Merchants Investments Inc
Nebraska
$9K
AIM
193
Anchor Investment Management
South Carolina
$7.01K +$6.75K +250 New
CPA
194
Clear Perspective Advisors
Illinois
$6K +$5.4K +200 New
BFEC
195
Benjamin F. Edwards & Company
Missouri
$6K +$5.78K +214 New
HCC
196
Hirtle Callaghan & Co
Pennsylvania
$4K
RBA
197
Richard Bernstein Advisors
New York
$4K +$702 +26 +26%
BRC
198
Bell Rock Capital
Delaware
$4K +$3.4K +126 New
BWP
199
Baldwin Wealth Partners
Massachusetts
$3K -$5.78K -214 -68%
CCM
200
Cribstone Capital Management
Maine
$2K

DBEF Hedge Fund Activity: Q4 2016 in Review

202 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) for Q4 2016, worth a combined $4.63B — down 4.7% from $4.85B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DBEF positions and 22 closed out — a net gain of 22 holders — while 54 added to existing stakes and 76 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, opening a new position worth an estimated $37.5M. The largest seller was Jane Street, cutting an estimated $187M.

  • 202 institutional investors held Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) as of Q4 2016, up from 181 in Q3 2016.
  • Funds reported $4.63B of Xtrackers MSCI EAFE Hedged Equity ETF stock for Q4 2016, down 4.7% quarter-over-quarter.
  • 44 funds opened new Xtrackers MSCI EAFE Hedged Equity ETF positions in Q4 2016 and 22 closed out, a net change of +22 holders.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF buyer in Q4 2016 was Northwestern Mutual Wealth Management, an estimated $37.5M added.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF seller in Q4 2016 was Jane Street, an estimated $187M sold.

Based on aggregated 13F filings for Q4 2016.