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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
Goldman Sachs
1
Goldman Sachs
New York
$1.29B -$4.12M -124,012 -0.3%
Bank of America
2
Bank of America
North Carolina
$319M -$16.8M -506,447 -5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$280M -$7.69M -231,795 -3%
UCFA
4
United Capital Financial Advisors
Texas
$239M -$8.85M -266,645 -4%
Ameriprise
5
Ameriprise
Minnesota
$118M +$18.9M +570,064 +20%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$91.7M -$226K -6,821 -0.3%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$90M +$21.1M +636,495 +31%
Morgan Stanley
8
Morgan Stanley
New York
$85M -$1.13M -34,005 -1%
UBS Group
9
UBS Group
Switzerland
$59.5M -$18.2M -548,115 -24%
FAG
10
Financial Advisory Group
Texas
$57.5M +$231K +6,970 +0.4%
IA
11
IndexIQ Advisors
New York
$51M +$26.8M +808,930 +115%
Wells Fargo
12
Wells Fargo
California
$46.8M +$3.67M +110,697 +9%
CFG
13
CKW Financial Group
Hawaii
$46.5M +$434K +13,091 +1%
JPG
14
Jordan Park Group
California
$45.1M -$3.26M -98,170 -7%
BFPW
15
BOK Financial Private Wealth
Colorado
$42.7M -$4.04M -121,621 -9%
BF
16
Blankinship & Foster
California
$38.8M +$362K +10,898 +1%
MFW
17
Mosaic Family Wealth
Missouri
$38.3M -$189K -5,707 -0.5%
CG
18
Colony Group
Massachusetts
$32.2M +$521K +15,703 +2%
Comerica Bank
19
Comerica Bank
Texas
$31.3M -$1.73M -52,164 -5%
LPL Financial
20
LPL Financial
California
$31M +$223K +6,728 +0.7%
WMG
21
WESCAP Management Group
California
$29.8M -$565K -17,037 -2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$27.4M -$3.72M -112,168 -12%
GIM
23
Goelzer Investment Management
Indiana
$24.7M +$253K +7,621 +1%
WA
24
Waddell & Associates
Tennessee
$24.6M -$109K -3,271 -0.4%
RJA
25
Raymond James & Associates
Florida
$24M +$14.7M +443,511 +166%

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.