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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
WIP
201
WealthCare Investment Partners
Rhode Island
$443K +$419K +10,830 New
CASC
202
Coppell Advisory Solutions Corp
Texas
$440K +$415K +10,738 New
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$439K – – –
Fidelity Investments
204
Fidelity Investments
Massachusetts
$422K +$84K +2,171 +27%
VR
205
Valued Retirements
Texas
$411K – – –
CBFP
206
Cedar Brook Financial Partners
Ohio
$409K +$11.6K +299 +3%
CG
207
CFO4Life Group
Texas
$392K -$4.68K -121 -1%
HPM
208
Hoxton Planning & Management
West Virginia
$390K -$3.48K -90 -0.9%
JWCA
209
J.W. Cole Advisors
Florida
$387K – – –
WWP
210
Walden Wealth Partners
Ohio
$365K – – –
NAS
211
Nicolet Advisory Services
Wisconsin
$365K – – –
TPWA
212
TRUE Private Wealth Advisors
Oregon
$363K -$105K -2,704 -23%
WWM
213
Western Wealth Management
Colorado
$358K -$2.14M -55,377 -86%
GC
214
Garde Capital
Washington
$356K – – –
AWA
215
Acorn Wealth Advisors
Michigan
$347K – – –
CRC
216
Curi RMB Capital
Illinois
$346K +$9.63K +249 +3%
BSW
217
Buckingham Strategic Wealth
Missouri
$342K – – –
IWP
218
IAG Wealth Partners
Wisconsin
$336K -$773 -20 -0.2%
AWE
219
Avidian Wealth Enterprises
Texas
$332K – – –
CIBC Private Wealth Group
220
CIBC Private Wealth Group
Georgia
$331K +$313K +8,100 New
CPL
221
CAP Partners LLC
Tennessee
$327K +$309K +8,000 New
CL
222
Choreo LLC
Illinois
$308K – – –
SAM
223
S.A. Mason
Michigan
$302K -$1.16K -30 -0.4%
WWM
224
WT Wealth Management
Arizona
$296K +$66.4K +1,718 +31%
AF
225
Allworth Financial
California
$289K +$11.6K +300 +4%
7 8
9
10 11

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.