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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
AWA
176
Arkadios Wealth Advisors
Georgia
$112K -$20.6K -710 -16%
BBA
177
Braun-Bostich & Associates
Pennsylvania
$109K
CFG
178
CKW Financial Group
Hawaii
$87K -$38.2M -1,318,387 -100%
CFGS
179
Concourse Financial Group Securities
Alabama
$84K -$6.47K -223 -7%
PIMG
180
Patriot Investment Management Group
Tennessee
$72.1K +$69.2K +2,385 New
TC
181
Truvestments Capital
Florida
$69K +$29 +1 +0%
Franklin Resources
182
Franklin Resources
California
$65K +$60.9K +2,100 New
BWA
183
Burt Wealth Advisors
Maryland
$60K
PCIA
184
Prime Capital Investment Advisors
Kansas
$56K
M
185
MOTCO
Texas
$52K
AF
186
Advisornet Financial
Minnesota
$50K
TFGT
187
TS Financial Group (TSFG)
Illinois
$47K -$6.99K -241 -13%
VFA
188
Valeo Financial Advisors
Indiana
$43K
JCM
189
Jacobi Capital Management
Pennsylvania
$42K +$6.88K +237 +20%
HFA
190
Hoover Financial Advisors
Pennsylvania
$39K +$37K +1,276 New
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$37K
SIAP
192
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$37K
SFS
193
Sowell Financial Services
Arkansas
$32K
APA
194
American Portfolios Advisors
New York
$29.8K -$24.7K -851 -46%
RBC
195
Roble Belko & Company
Pennsylvania
$29K -$15.3K -527 -35%
GI
196
Gradient Investments
Minnesota
$26K
AAP
197
Arax Advisory Partners
Colorado
$23K
FHA
198
Flagship Harbor Advisors
Massachusetts
$23K +$3.51K +121 +18%
OPS
199
Orion Portfolio Solutions
Nebraska
$22K -$87 -3 -0.4%
TCOV
200
Trust Company of Vermont
Vermont
$22K

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.