We are live on ! Find out more
DBEF icon

Xtrackers MSCI EAFE Hedged Equity ETF

239 hedge funds and large institutions have $3.47B invested in Xtrackers MSCI EAFE Hedged Equity ETF in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 72 increasing their positions, 92 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

1% more funds holding

Funds holding: 237239 (+2)

0.11% more ownership

Funds ownership: 71.79%71.9% (+0.11%)

2% less capital invested

Capital invested by funds: $3.54B → $3.47B (-$72.4M)

22% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 92

Holders
239
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
5.19%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.43%
New
23
Increased
72
Reduced
92
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$1.25B -$43M -1,354,925 -3%
Bank of America
2
Bank of America
North Carolina
$322M -$15.7M -495,508 -5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$275M +$651K +20,515 +0.2%
UCFA
4
United Capital Financial Advisors
Texas
$234M +$4.6M +144,762 +2%
Ameriprise
5
Ameriprise
Minnesota
$89.8M +$9.77M +307,699 +12%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$87.6M +$1.52M +47,963 +2%
Morgan Stanley
7
Morgan Stanley
New York
$78.8M -$10.2M -321,084 -11%
UBS Group
8
UBS Group
Switzerland
$78M +$639K +20,131 +0.8%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$59.5M -$3.85M -121,315 -6%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$55.4M +$6.5M +204,810 +13%
FAG
11
Financial Advisory Group
Texas
$54.4M +$820K +25,808 +2%
BFPW
12
BOK Financial Private Wealth
Colorado
$54M -$9.46M -297,991 -15%
JPG
13
Jordan Park Group
California
$46.8M +$1.18M +37,087 +3%
CFG
14
CKW Financial Group
Hawaii
$43.6M -$4.97M -156,474 -10%
Wells Fargo
15
Wells Fargo
California
$39.1M -$3.22M -101,432 -8%
MFW
16
Mosaic Family Wealth
Missouri
$35.6M +$1.33M +41,753 +4%
BF
17
Blankinship & Foster
California
$34.9M +$50.9K +1,604 +0.1%
Comerica Bank
18
Comerica Bank
Texas
$34.4M -$2.2M -69,306 -6%
WMG
19
WESCAP Management Group
California
$29.9M +$84K +2,644 +0.3%
CG
20
Colony Group
Massachusetts
$29.7M -$2.03M -63,905 -6%
LPL Financial
21
LPL Financial
California
$28.3M -$1.74M -54,947 -6%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$23.9M -$48.3M -1,521,840 -67%
WA
23
Waddell & Associates
Tennessee
$23.7M +$111K +3,510 +0.5%
GIM
24
Goelzer Investment Management
Indiana
$22.5M +$374K +11,789 +2%
AA
25
ALPS Advisors
Colorado
$20M +$4.57M +143,758 +29%

DBEF Hedge Fund Activity: Q2 2019 in Review

239 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) for Q2 2019, worth a combined $3.47B — down 2% from $3.54B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DBEF positions and 19 closed out — a net gain of 4 holders — while 72 added to existing stakes and 92 trimmed.

The largest buyer was IndexIQ Advisors, adding an estimated $13.7M. The largest seller was Royal Bank of Canada, cutting an estimated $48.3M.

  • 239 institutional investors held Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) as of Q2 2019, up from 237 in Q1 2019.
  • Funds reported $3.47B of Xtrackers MSCI EAFE Hedged Equity ETF stock for Q2 2019, down 2% quarter-over-quarter.
  • 23 funds opened new Xtrackers MSCI EAFE Hedged Equity ETF positions in Q2 2019 and 19 closed out, a net change of +4 holders.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF buyer in Q2 2019 was IndexIQ Advisors, an estimated $13.7M added.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF seller in Q2 2019 was Royal Bank of Canada, an estimated $48.3M sold.

Based on aggregated 13F filings for Q2 2019.