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Xtrackers MSCI EAFE Hedged Equity ETF

259 hedge funds and large institutions have $3.7B invested in Xtrackers MSCI EAFE Hedged Equity ETF in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 81 increasing their positions, 87 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 20

9% more funds holding

Funds holding: 238259 (+21)

6% more capital invested

Capital invested by funds: $3.49B → $3.7B (+$212M)

4% more funds holding in top 10

Funds holding in top 10: 2324 (+1)

0.19% more ownership

Funds ownership: 70.18%70.37% (+0.19%)

7% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 87

Holders
259
Holders Change
+21
Holders Change %
+8.82%
% of All Funds
5.1%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.47%
New
45
Increased
81
Reduced
87
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DI
201
Disciplined Investments
Oklahoma
$70K +$69.2K +2,085 New
BWA
202
Burt Wealth Advisors
Maryland
$68K
ASN
203
Advisory Services Network
Georgia
$61K -$198K -5,975 -77%
TFGT
204
TS Financial Group (TSFG)
Illinois
$61K -$3.09K -93 -5%
APA
205
American Portfolios Advisors
New York
$59.5K -$5.77K -174 -9%
CBT
206
Capital Bank & Trust
California
$58K
M
207
MOTCO
Texas
$58K
GRP
208
Global Retirement Partners
California
$57K -$11.6K -350 -17%
AF
209
Advisornet Financial
Minnesota
$56K
VFA
210
Valeo Financial Advisors
Indiana
$55K
GT
211
Glenmede Trust
Pennsylvania
$53K
CHA
212
Carmichael Hill & Associates
Maryland
$51K +$50.2K +1,514 New
RBC
213
Roble Belko & Company
Pennsylvania
$50K -$3.65K -110 -7%
TA
214
TFG Advisers
Michigan
$43K +$42.5K +1,281 New
FHA
215
Flagship Harbor Advisors
Massachusetts
$42K
SIAP
216
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$41K
JCM
217
Jacobi Capital Management
Pennsylvania
$39K
EWM
218
EPG Wealth Management
Georgia
$39K +$38.1K +1,149 New
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$37K
AP
220
Arlington Partners
Alabama
$35K
ARIS
221
Advanced Research Investment Solutions
California
$31.9K +$31.4K +945 New
OIA
222
Optimum Investment Advisors
Illinois
$30K -$35K -1,055 -54%
PCA
223
Peddock Capital Advisors
Massachusetts
$30K +$29.5K +890 New
GI
224
Gradient Investments
Minnesota
$29K
SFS
225
Sowell Financial Services
Arkansas
$25K

DBEF Hedge Fund Activity: Q4 2019 in Review

259 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) for Q4 2019, worth a combined $3.7B — up 6.1% from $3.49B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new DBEF positions and 20 closed out — a net gain of 25 holders — while 81 added to existing stakes and 87 trimmed.

The largest buyer was IndexIQ Advisors, adding an estimated $26.8M. The largest seller was UBS Group, cutting an estimated $18.2M.

  • 259 institutional investors held Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) as of Q4 2019, up from 238 in Q3 2019.
  • Funds reported $3.7B of Xtrackers MSCI EAFE Hedged Equity ETF stock for Q4 2019, up 6.1% quarter-over-quarter.
  • 45 funds opened new Xtrackers MSCI EAFE Hedged Equity ETF positions in Q4 2019 and 20 closed out, a net change of +25 holders.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF buyer in Q4 2019 was IndexIQ Advisors, an estimated $26.8M added.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF seller in Q4 2019 was UBS Group, an estimated $18.2M sold.

Based on aggregated 13F filings for Q4 2019.