We are live on ! Find out more
DBEF icon

Xtrackers MSCI EAFE Hedged Equity ETF

232 hedge funds and large institutions have $4.15B invested in Xtrackers MSCI EAFE Hedged Equity ETF in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 56 increasing their positions, 101 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 27

2% less funds holding

Funds holding: 237232 (-5)

5.61% less ownership

Funds ownership: 71.33%65.72% (-5.6%)

16% less capital invested

Capital invested by funds: $4.96B → $4.15B (-$816M)

17% less funds holding in top 10

Funds holding in top 10: 3630 (-6)

45% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 101

Holders
232
Holders Change
-5
Holders Change %
-2.11%
% of All Funds
5.32%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.69%
New
27
Increased
56
Reduced
101
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIAP
201
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$38K
RFWA
202
RPg Family Wealth Advisory
Massachusetts
$37.2K +$38.1K +1,211 New
JCM
203
Jacobi Capital Management
Pennsylvania
$35K
PCA
204
Peddock Capital Advisors
Massachusetts
$31K -$6.82K -217 -18%
CHP
205
Cable Hill Partners
Oregon
$31K
VFA
206
Valeo Financial Advisors
Indiana
$24K -$3.3K -105 -12%
1IA
207
1834 Investment Advisors
Wisconsin
$23K +$23.6K +752 New
ACS
208
Archford Capital Strategies
Illinois
$22K +$21.6K +686 New
IWM
209
IHT Wealth Management
Illinois
$21K
APA
210
American Portfolios Advisors
New York
$16.7K +$1.57K +50 +10%
JAM
211
Jolley Asset Management
North Carolina
$15K
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$13K +$9.59K +305 +256%
SF
213
Synovus Financial
Georgia
$13K +$13.2K +421 New
BlackRock
214
BlackRock
New York
$10K -$152K -4,836 -94%
WWMSC
215
Wagner Wealth Management (South Carolina)
South Carolina
$10K
DBT
216
Dubuque Bank & Trust
Iowa
$9K
FA
217
Fortis Advisors
Pennsylvania
$9K
AIM
218
Anchor Investment Management
South Carolina
$7.68K
CPA
219
Clear Perspective Advisors
Illinois
$6K
MA
220
MCF Advisors
Kentucky
$6K
HCC
221
Hirtle Callaghan & Co
Pennsylvania
$5K
GWM
222
Geneos Wealth Management
Colorado
$4K
SP
223
SWS Partners
Ohio
$4K
GWS
224
Glassman Wealth Services
Virginia
$3K -$6.23K -198 -67%
BWP
225
Baldwin Wealth Partners
Massachusetts
$3K

DBEF Hedge Fund Activity: Q1 2018 in Review

232 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) for Q1 2018, worth a combined $4.15B — down 16% from $4.96B a quarter earlier.

Fund positioning in DBEF was balanced in Q1 2018: 27 funds opened new positions, 27 closed out, 56 added to existing stakes and 101 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $52M. The largest seller was Envestnet Asset Management, cutting an estimated $196M.

  • 232 institutional investors held Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) as of Q1 2018, down from 237 in Q4 2017.
  • Funds reported $4.15B of Xtrackers MSCI EAFE Hedged Equity ETF stock for Q1 2018, down 16% quarter-over-quarter.
  • 27 funds opened new Xtrackers MSCI EAFE Hedged Equity ETF positions in Q1 2018 and 27 closed out, a net change of 0 holders.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF buyer in Q1 2018 was Flow Traders U.S., an estimated $52M added.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $196M sold.

Based on aggregated 13F filings for Q1 2018.