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Xtrackers MSCI EAFE Hedged Equity ETF

201 hedge funds and large institutions have $4.9B invested in Xtrackers MSCI EAFE Hedged Equity ETF in 2017 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 23

13% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 67

3% more funds holding

Funds holding: 196201 (+5)

1% more capital invested

Capital invested by funds: $4.87B → $4.9B (+$27.7M)

0% more funds holding in top 10

Funds holding in top 10: 3434 (0)

0.94% less ownership

Funds ownership: 58.19%57.26% (-0.94%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2.41M

Holders
201
Holders Change
+5
Holders Change %
+2.55%
% of All Funds
5.01%
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.85%
New
29
Increased
76
Reduced
67
Closed
23
Calls
Puts
$2.41M
Net Calls
-$2.41M
Net Calls Change
+$1.74M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$1.65B -$48.2M -1,590,102 -3%
Bank of America
2
Bank of America
North Carolina
$816M -$35.4M -1,168,559 -4%
Morgan Stanley
3
Morgan Stanley
New York
$207M +$5.52M +182,080 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$193M +$8.26M +272,203 +4%
UCFA
5
United Capital Financial Advisors
Texas
$156M +$8.29M +273,168 +6%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$151M -$11M -362,788 -7%
UBS Group
7
UBS Group
Switzerland
$117M -$6.39M -210,568 -5%
Comerica Bank
8
Comerica Bank
Texas
$115M -$7.63M -251,528 -6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$77.1M +$21.4M +704,825 +38%
Wells Fargo
10
Wells Fargo
California
$77.1M +$4.4M +145,027 +6%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$76.6M -$1.98M -65,222 -2%
Ameriprise
12
Ameriprise
Minnesota
$73.8M +$14.4M +474,453 +24%
BFPW
13
BOK Financial Private Wealth
Colorado
$69.2M -$1.02M -33,608 -1%
MWM
14
Mission Wealth Management
California
$68.6M -$653K -21,542 -0.9%
JP Morgan Chase
15
JP Morgan Chase
New York
$64.2M -$6.02M -198,594 -9%
LWA
16
Lenox Wealth Advisors
New York
$56.9M -$1.19M -39,230 -2%
IA
17
IndexIQ Advisors
New York
$53M +$53.6M +1,766,629 New
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$43.7M +$2.63M +86,742 +6%
FAG
19
Financial Advisory Group
Texas
$41.7M +$507K +16,713 +1%
BF
20
Blankinship & Foster
California
$37.6M -$290K -9,556 -0.8%
WMG
21
WESCAP Management Group
California
$35M -$1.37M -45,157 -4%
LPL Financial
22
LPL Financial
California
$34.8M +$2.53M +83,302 +8%
MFW
23
Mosaic Family Wealth
Missouri
$32.8M +$2.31M +76,068 +7%
CFG
24
CKW Financial Group
Hawaii
$32.6M +$3.32M +109,298 +11%
BCMO
25
Buckingham Capital Management (Ohio)
Ohio
$30M -$193K -6,366 -0.6%