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Xtrackers MSCI EAFE Hedged Equity ETF
DBEF

312 hedge funds and large institutions have $4.15B invested in Xtrackers MSCI EAFE Hedged Equity ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 105 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

21% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 87

11% more funds holding in top 10

Funds holding in top 10: 19 → 21 (+2)

7% more capital invested

Capital invested by funds: $3.89B → $4.15B (+$264M)

6% more funds holding

Funds holding: 295 → 312 (+17)

8.3% less ownership

Funds ownership: 83.54% → 75.25% (-8.3%)

Holders
312
Holders Change
+17
Holders Change %
+5.76%
% of All Funds
4.49%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.3%
New
40
Increased
105
Reduced
87
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$64M
2
GA
Geller Advisors
New York
+$26.2M
3
WF
Williams Financial
Vermont
+$14.4M
4
LPL Financial
LPL Financial
California
+$13.1M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$12M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$213M
2
Goldman Sachs
Goldman Sachs
New York
-$164M
3
QWP
Quotient Wealth Partners
Texas
-$7.16M
4
UCFA
United Capital Financial Advisors
Texas
-$5.81M
5
PCIG
Partners Capital Investment Group
Massachusetts
-$4.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
LA
176
LVW Advisors
New York
$632K -$229K -5,927 -28%
SPC
177
Sigma Planning Corp
Michigan
$619K +$585K +15,132 New
AWM
178
Apollon Wealth Management
South Carolina
$607K -$284K -7,352 -33%
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$586K +$30.3K +783 +6%
PWM
180
Perigon Wealth Management
California
$570K +$58.5K +1,512 +12%
EAM
181
Evanson Asset Management
California
$564K – – –
IWC
182
Integrated Wealth Concepts
Massachusetts
$556K -$38.1K -984 -7%
KF
183
KKM Financial
Illinois
$537K – – –
PFBT
184
Parkside Financial Bank & Trust
Missouri
$532K +$96.7K +2,500 +24%
AWM
185
Avior Wealth Management
Nebraska
$515K +$487K +12,583 New
RCA
186
Ranch Capital Advisors
Florida
$514K – – –
PWA
187
Provenance Wealth Advisors
Florida
$513K – – –
SFC
188
Swisher Financial Concepts
Ohio
$512K -$26.1K -675 -5%
TW
189
Traveka Wealth
California
$506K +$20.8K +538 +5%
IFG
190
Independent Financial Group
California
$493K -$54.1K -1,399 -10%
CA
191
Calton & Associates
Florida
$476K -$1.16K -30 -0.3%
BCA
192
Bay Colony Advisors
Massachusetts
$470K +$116 +3 +0%
HIC
193
Hartline Investment Corp
Illinois
$470K +$444K +11,493 New
CIA
194
Concurrent Investment Advisors
Florida
$469K -$15.3K -395 -3%
AWM
195
Avaii Wealth Management
Wisconsin
$465K – – –
CICC
196
Capital Investment Counsel (Colorado)
Colorado
$462K +$140K +3,611 +47%
LNWWM
197
Laird Norton Wetherby Wealth Management
California
$461K – – –
Lido Advisors
198
Lido Advisors
California
$450K -$4.02K -104 -0.9%
FRA
199
Frank Rimerman Advisors
California
$450K – – –
HCA
200
Harbour Capital Advisors
Virginia
$445K – – –
6 7
8
9 10

DBEF Hedge Fund Activity: Q1 2024 in Review

312 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) for Q1 2024, worth a combined $4.15B — up 6.8% from $3.89B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new DBEF positions and 21 closed out — a net gain of 19 holders — while 105 added to existing stakes and 87 trimmed.

The largest buyer was Ameriprise, adding an estimated $64M. The largest seller was Morgan Stanley, cutting an estimated $213M.

  • 312 institutional investors held Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) as of Q1 2024, up from 295 in Q4 2023.
  • Funds reported $4.15B of Xtrackers MSCI EAFE Hedged Equity ETF stock for Q1 2024, up 6.8% quarter-over-quarter.
  • 40 funds opened new Xtrackers MSCI EAFE Hedged Equity ETF positions in Q1 2024 and 21 closed out, a net change of +19 holders.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF buyer in Q1 2024 was Ameriprise, an estimated $64M added.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF seller in Q1 2024 was Morgan Stanley, an estimated $213M sold.

Based on aggregated 13F filings for Q1 2024.