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Xtrackers MSCI EAFE Hedged Equity ETF
DBEF

295 hedge funds and large institutions have $3.89B invested in Xtrackers MSCI EAFE Hedged Equity ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 93 increasing their positions, 83 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 23

21% more capital invested

Capital invested by funds: $3.2B → $3.89B (+$685M)

14% more funds holding

Funds holding: 259 → 295 (+36)

12% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 83

12% more funds holding in top 10

Funds holding in top 10: 17 → 19 (+2)

7.71% more ownership

Funds ownership: 75.83% → 83.54% (+7.7%)

Holders
295
Holders Change
+36
Holders Change %
+13.9%
% of All Funds
4.3%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.28%
New
62
Increased
93
Reduced
83
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$203M
2
Goldman Sachs
Goldman Sachs
New York
+$147M
3
Ameriprise
Ameriprise
Minnesota
+$39.3M
4
GA
Geller Advisors
New York
+$31.9M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$28.5M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$52.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$49.8M
3
AWM
Affinity Wealth Management
Delaware
-$16.2M
4
Jane Street
Jane Street
New York
-$13.6M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$9.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
176
Concurrent Investment Advisors
Florida
$439K +$420K +11,863 New
TW
177
Traveka Wealth
California
$437K +$418K +11,818 New
CA
178
Calton & Associates
Florida
$431K +$413K +11,654 New
TPWA
179
TRUE Private Wealth Advisors
Oregon
$428K -$80.1K -2,261 -16%
BCA
180
Bay Colony Advisors
Massachusetts
$425K +$407K +11,490 New
AWM
181
Avaii Wealth Management
Wisconsin
$420K -$29.4K -829 -7%
LNWWM
182
Laird Norton Wetherby Wealth Management
California
$417K – – –
Lido Advisors
183
Lido Advisors
California
$411K -$60.9K -1,719 -13%
FRA
184
Frank Rimerman Advisors
California
$407K – – –
HCA
185
Harbour Capital Advisors
Virginia
$402K -$159K -4,492 -29%
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$396K +$87.4K +2,468 +30%
LNC
187
Lincoln National Corp
Pennsylvania
$393K +$212 +6 +0.1%
PFBT
188
Parkside Financial Bank & Trust
Missouri
$388K +$49.7K +1,405 +15%
VR
189
Valued Retirements
Texas
$372K +$356K +10,053 New
CBFP
190
Cedar Brook Financial Partners
Ohio
$360K +$319 +9 +0.1%
CG
191
CFO4Life Group
Texas
$359K +$106 +3 +0%
HPM
192
Hoxton Planning & Management
West Virginia
$356K -$14.4K -407 -4%
JWCA
193
J.W. Cole Advisors
Florida
$350K +$8.32K +235 +3%
LCM
194
LVM Capital Management
Michigan
$342K +$327K +9,242 New
WWP
195
Walden Wealth Partners
Ohio
$335K +$321K +9,065 New
NAS
196
Nicolet Advisory Services
Wisconsin
$332K – – –
YIH
197
Y-Intercept (HK)
Hong Kong
$325K +$311K +8,778 New
GC
198
Garde Capital
Washington
$322K +$308K +8,700 New
BRWA
199
B. Riley Wealth Advisors
Florida
$320K +$13.9K +393 +5%
AWA
200
Acorn Wealth Advisors
Michigan
$314K +$177 +5 +0.1%
6 7
8
9 10

DBEF Hedge Fund Activity: Q4 2023 in Review

295 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) for Q4 2023, worth a combined $3.89B — up 21% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new DBEF positions and 23 closed out — a net gain of 39 holders — while 93 added to existing stakes and 83 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $203M. The largest seller was United Capital Financial Advisors, cutting an estimated $52.6M.

  • 295 institutional investors held Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) as of Q4 2023, up from 259 in Q3 2023.
  • Funds reported $3.89B of Xtrackers MSCI EAFE Hedged Equity ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 62 funds opened new Xtrackers MSCI EAFE Hedged Equity ETF positions in Q4 2023 and 23 closed out, a net change of +39 holders.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF buyer in Q4 2023 was Morgan Stanley, an estimated $203M added.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF seller in Q4 2023 was United Capital Financial Advisors, an estimated $52.6M sold.

Based on aggregated 13F filings for Q4 2023.