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Xtrackers MSCI EAFE Hedged Equity ETF
DBEF

328 hedge funds and large institutions have $4.5B invested in Xtrackers MSCI EAFE Hedged Equity ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 71 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 22

94% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 71

10% more funds holding in top 10

Funds holding in top 10: 21 → 23 (+2)

8% more capital invested

Capital invested by funds: $4.15B → $4.5B (+$351M)

5% more funds holding

Funds holding: 312 → 328 (+16)

0.58% less ownership

Funds ownership: 75.25% → 74.66% (-0.58%)

Holders
328
Holders Change
+16
Holders Change %
+5.13%
% of All Funds
4.74%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
45
Increased
138
Reduced
71
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$66.2M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$47.4M
3
Ameriprise
Ameriprise
Minnesota
+$43.2M
4
GA
Geller Advisors
New York
+$29.4M
5
LPL Financial
LPL Financial
California
+$28.4M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$13.9M
2
VC
Vicus Capital
Pennsylvania
-$8.68M
3
Cerity Partners
Cerity Partners
New York
-$7.5M
4
OMC
Old Mission Capital
Illinois
-$7.22M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$6.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
176
Goelzer Investment Management
Indiana
$654K – – –
BAM
177
Belpointe Asset Management
Nevada
$642K -$208K -5,062 -25%
AWM
178
Avior Wealth Management
Nebraska
$634K +$112K +2,718 +22%
HH
179
Hilltop Holdings
Texas
$633K -$29.5K -717 -4%
Fidelity Investments
180
Fidelity Investments
Massachusetts
$617K +$188K +4,568 +44%
CIA
181
Concurrent Investment Advisors
Florida
$613K +$137K +3,320 +29%
WIP
182
WealthCare Investment Partners
Rhode Island
$613K +$163K +3,952 +36%
HF
183
HRT Financial
New York
$589K +$585K +14,217 New
CIBC Private Wealth Group
184
CIBC Private Wealth Group
Georgia
$580K +$237K +5,757 +71%
DAS
185
Diversify Advisory Services
Utah
$576K +$567K +13,779 New
IWC
186
Integrated Wealth Concepts
Massachusetts
$563K – – –
KF
187
KKM Financial
Illinois
$545K – – –
CAS
188
Coppell Advisory Solutions
Texas
$531K +$527K +12,803 New
SFC
189
Swisher Financial Concepts
Ohio
$526K – – –
RCA
190
Ranch Capital Advisors
Florida
$521K – – –
PWA
191
Provenance Wealth Advisors
Florida
$519K – – –
PW
192
Peninsula Wealth
California
$516K +$500K +12,153 New
SFS
193
Sowell Financial Services
Arkansas
$516K +$513K +12,478 New
Lido Advisors
194
Lido Advisors
California
$513K +$56.7K +1,378 +13%
TW
195
Traveka Wealth
California
$499K -$13.1K -319 -3%
BCA
196
Bay Colony Advisors
Massachusetts
$479K +$2.35K +57 +0.5%
AWM
197
Avaii Wealth Management
Wisconsin
$470K – – –
CA
198
Calton & Associates
Florida
$470K -$11.2K -273 -2%
LNWWM
199
Laird Norton Wetherby Wealth Management
California
$467K – – –
IFG
200
Independent Financial Group
California
$458K -$41.1K -999 -8%
6 7
8
9 10

DBEF Hedge Fund Activity: Q2 2024 in Review

328 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) for Q2 2024, worth a combined $4.5B — up 8.5% from $4.15B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new DBEF positions and 22 closed out — a net gain of 23 holders — while 138 added to existing stakes and 71 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $66.2M. The largest seller was Goldman Sachs, cutting an estimated $13.9M.

  • 328 institutional investors held Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) as of Q2 2024, up from 312 in Q1 2024.
  • Funds reported $4.5B of Xtrackers MSCI EAFE Hedged Equity ETF stock for Q2 2024, up 8.5% quarter-over-quarter.
  • 45 funds opened new Xtrackers MSCI EAFE Hedged Equity ETF positions in Q2 2024 and 22 closed out, a net change of +23 holders.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF buyer in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $66.2M added.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF seller in Q2 2024 was Goldman Sachs, an estimated $13.9M sold.

Based on aggregated 13F filings for Q2 2024.