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Xtrackers MSCI EAFE Hedged Equity ETF

213 hedge funds and large institutions have $2.54B invested in Xtrackers MSCI EAFE Hedged Equity ETF in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 107 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.14% more ownership

Funds ownership: 69.09%70.23% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

4% less capital invested

Capital invested by funds: $2.66B → $2.54B (-$111M)

6% less funds holding

Funds holding: 227213 (-14)

41% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 29

54% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 107

Holders
213
Holders Change
-14
Holders Change %
-6.17%
% of All Funds
4.3%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
17
Increased
49
Reduced
107
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$874M -$77.2M -2,508,094 -8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$252M +$3.77M +122,577 +2%
UCFA
3
United Capital Financial Advisors
Texas
$220M +$4.24M +137,924 +2%
Bank of America
4
Bank of America
North Carolina
$157M -$10.2M -332,648 -6%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$143M +$6.51M +211,520 +5%
Morgan Stanley
6
Morgan Stanley
New York
$117M -$4.02M -130,631 -3%
Ameriprise
7
Ameriprise
Minnesota
$71.6M -$1.52M -49,559 -2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$36.4M +$574K +18,662 +2%
MFW
9
Mosaic Family Wealth
Missouri
$32.9M -$392K -12,757 -1%
Wells Fargo
10
Wells Fargo
California
$31.2M -$2.34M -76,137 -7%
BF
11
Blankinship & Foster
California
$27.3M -$805K -26,170 -3%
UBS Group
12
UBS Group
Switzerland
$27M -$8.9M -289,321 -25%
LPL Financial
13
LPL Financial
California
$26.4M +$1.35M +43,767 +5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$26M -$2.16M -70,096 -8%
FAG
15
Financial Advisory Group
Texas
$23.6M +$3.91M +127,171 +20%
Comerica Bank
16
Comerica Bank
Texas
$23M -$2.06M -67,072 -8%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$22.7M -$2.23M -72,368 -9%
CCA
18
Clearwater Capital Advisors
Illinois
$20.6M +$1.45M +47,100 +8%
CG
19
Colony Group
Massachusetts
$18.8M -$3.48M -113,182 -16%
SC
20
Schoolcraft Capital
Colorado
$18.6M +$27.1K +880 +0.1%
WMG
21
WESCAP Management Group
California
$16.9M -$6.03M -196,010 -26%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$15.6M -$103K -3,354 -0.7%
BFPW
23
BOK Financial Private Wealth
Colorado
$15.5M -$5.73M -186,396 -27%
RRWA
24
Rainey & Randall Wealth Advisors
Florida
$15.2M +$3.93M +127,595 +34%
CA
25
Crewe Advisors
Utah
$13.5M -$443K -14,385 -3%

DBEF Hedge Fund Activity: Q3 2020 in Review

213 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) for Q3 2020, worth a combined $2.54B — down 4.2% from $2.66B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of DBEF and 17 opened new positions — a net loss of 12 holders — while 107 trimmed existing stakes and 49 added.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $6.51M. The largest seller was Goldman Sachs, cutting an estimated $77.2M.

  • 213 institutional investors held Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) as of Q3 2020, down from 227 in Q2 2020.
  • Funds reported $2.54B of Xtrackers MSCI EAFE Hedged Equity ETF stock for Q3 2020, down 4.2% quarter-over-quarter.
  • 17 funds opened new Xtrackers MSCI EAFE Hedged Equity ETF positions in Q3 2020 and 29 closed out, a net change of -12 holders.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF buyer in Q3 2020 was Northwestern Mutual Wealth Management, an estimated $6.51M added.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF seller in Q3 2020 was Goldman Sachs, an estimated $77.2M sold.

Based on aggregated 13F filings for Q3 2020.