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Xtrackers MSCI EAFE Hedged Equity ETF
DBEF

206 hedge funds and large institutions have $4.77B invested in Xtrackers MSCI EAFE Hedged Equity ETF in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 58 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

10.82% more ownership

Funds ownership: 57.26% → 68.08% (+11%)

2% more funds holding

Funds holding: 201 → 206 (+5)

3% less capital invested

Capital invested by funds: $4.9B → $4.77B (-$131M)

12% less funds holding in top 10

Funds holding in top 10: 34 → 30 (-4)

31% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 84

Holders
206
Holders Change
+5
Holders Change %
+2.49%
% of All Funds
5.14%
Holding in Top 10
30
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.76%
% of All Funds
0.75%
New
29
Increased
58
Reduced
84
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
+$21.8M
2
SG Americas Securities
SG Americas Securities
New York
+$16.9M
3
Cerity Partners
Cerity Partners
New York
+$14.3M
4
FTUS
Flow Traders U.S.
New York
+$11.5M
5
OMC
Old Mission Capital
Illinois
+$10.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$131M
2
Morgan Stanley
Morgan Stanley
New York
-$81.6M
3
MWM
Mission Wealth Management
California
-$65.9M
4
BCI
Brinker Capital Investments
Pennsylvania
-$14.5M
5
PI
PHH Investments
Texas
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
201
M&R Capital Management
New Jersey
$3K – – –
CG
202
Cutler Group
California
$3K +$3.03K +100 New
Simplex Trading
203
Simplex Trading
Illinois
$3K +$3.03K +100 New
CCM
204
Cribstone Capital Management
Maine
$2K – – –
TFA
205
Transamerica Financial Advisors
Florida
$1K -$165K -5,460 -100%
MA
206
MUFG Americas
New York
$1K – – –
FIG
207
FundX Investment Group
California
– -$9.72M -323,700 Closed
MIAN
208
Mariner Independent Advisor Network
Kansas
– -$3.39M -112,807 Closed
NWM
209
Northwest Wealth Management
Iowa
– -$3.15M -104,945 Closed
Lido Advisors
210
Lido Advisors
California
– -$2.82M -94,031 Closed
AIP
211
Almanack Investment Partners
Pennsylvania
– -$872K -29,034 Closed
CFP
212
Cornerstone Financial Partners
North Carolina
– -$852K -28,334 Closed
CWM
213
Cornerstone Wealth Management
Missouri
– -$520K -17,279 Closed
Creative Planning
214
Creative Planning
Kansas
– -$442K -14,740 Closed
SF
215
Synovus Financial
Georgia
– -$416K -13,857 Closed
CIM
216
Cetera Investment Management
California
– -$276K -9,218 Closed
FCAG
217
First Capital Advisors Group
New Jersey
– -$269K -8,970 Closed
CBU
218
CIBC Bank USA
Illinois
– -$247K -8,242 Closed
PFM
219
Peak Financial Management
Massachusetts
– -$231K -7,711 Closed
DAS
220
Dynamic Advisor Solutions
Arizona
– -$227K -7,568 Closed
PAS
221
Park Avenue Securities
New York
– -$228K -7,558 Closed
PAG
222
Pinnacle Advisory Group
Maryland
– -$215K -7,169 Closed
RFWA
223
RPg Family Wealth Advisory
Massachusetts
– -$112K -3,719 Closed
DADC
224
D.A. Davidson & Co
Montana
– -$25K -840 Closed
TWA
225
TCI Wealth Advisors
Arizona
– -$16K -520 Closed
6 7 8
9
10

DBEF Hedge Fund Activity: Q3 2017 in Review

206 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) for Q3 2017, worth a combined $4.77B — down 2.7% from $4.9B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new DBEF positions and 22 closed out — a net gain of 7 holders — while 58 added to existing stakes and 84 trimmed.

The largest buyer was Gradient Investments, adding an estimated $21.8M. The largest seller was Bank of America, cutting an estimated $131M.

  • 206 institutional investors held Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) as of Q3 2017, up from 201 in Q2 2017.
  • Funds reported $4.77B of Xtrackers MSCI EAFE Hedged Equity ETF stock for Q3 2017, down 2.7% quarter-over-quarter.
  • 29 funds opened new Xtrackers MSCI EAFE Hedged Equity ETF positions in Q3 2017 and 22 closed out, a net change of +7 holders.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF buyer in Q3 2017 was Gradient Investments, an estimated $21.8M added.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF seller in Q3 2017 was Bank of America, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2017.