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Xtrackers MSCI EAFE Hedged Equity ETF

225 hedge funds and large institutions have $2.71B invested in Xtrackers MSCI EAFE Hedged Equity ETF in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 58 increasing their positions, 94 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

7% more capital invested

Capital invested by funds: $2.54B → $2.71B (+$169M)

6% more funds holding

Funds holding: 213225 (+12)

3.45% more ownership

Funds ownership: 70.23%73.69% (+3.5%)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

38% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 94

Holders
225
Holders Change
+12
Holders Change %
+5.63%
% of All Funds
3.98%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
36
Increased
58
Reduced
94
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$963M +$2.25M +69,819 +0.2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$277M +$469K +14,522 +0.2%
UCFA
3
United Capital Financial Advisors
Texas
$244M +$1.89M +58,627 +0.8%
Bank of America
4
Bank of America
North Carolina
$168M -$4.4M -136,416 -3%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$157M +$15.8K +489 +0%
Morgan Stanley
6
Morgan Stanley
New York
$126M -$2.48M -76,681 -2%
Ameriprise
7
Ameriprise
Minnesota
$51.4M -$26.1M -808,624 -35%
FAG
8
Financial Advisory Group
Texas
$37.1M +$10.7M +331,943 +43%
MFW
9
Mosaic Family Wealth
Missouri
$36.7M +$448K +13,893 +1%
Wells Fargo
10
Wells Fargo
California
$33M -$1.21M -37,343 -4%
BF
11
Blankinship & Foster
California
$30M -$69K -2,137 -0.2%
LPL Financial
12
LPL Financial
California
$29.4M +$391K +12,097 +1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$26.9M -$1.62M -50,061 -6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$25.8M +$802K +24,831 +3%
UBS Group
15
UBS Group
Switzerland
$25.1M -$4.36M -134,913 -15%
CCA
16
Clearwater Capital Advisors
Illinois
$24.5M +$1.89M +58,697 +9%
Comerica Bank
17
Comerica Bank
Texas
$24.5M -$1.21M -37,435 -5%
SC
18
Schoolcraft Capital
Colorado
$20.8M +$316K +9,774 +2%
CG
19
Colony Group
Massachusetts
$20.1M -$455K -14,093 -2%
WMG
20
WESCAP Management Group
California
$17.8M -$765K -23,685 -4%
RRWA
21
Rainey & Randall Wealth Advisors
Florida
$17.4M +$640K +19,840 +4%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$16.4M -$712K -22,067 -4%
CA
23
Crewe Advisors
Utah
$16.3M +$1.41M +43,727 +10%
FA
24
Forefront Analytics
Pennsylvania
$13M -$119K -3,692 -0.9%
BFPW
25
BOK Financial Private Wealth
Colorado
$12.8M -$4.06M -125,690 -25%

DBEF Hedge Fund Activity: Q4 2020 in Review

225 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) for Q4 2020, worth a combined $2.71B — up 6.7% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DBEF positions and 21 closed out — a net gain of 15 holders — while 58 added to existing stakes and 94 trimmed.

The largest buyer was Financial Advisory Group, adding an estimated $10.7M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $31.5M.

  • 225 institutional investors held Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) as of Q4 2020, up from 213 in Q3 2020.
  • Funds reported $2.71B of Xtrackers MSCI EAFE Hedged Equity ETF stock for Q4 2020, up 6.7% quarter-over-quarter.
  • 36 funds opened new Xtrackers MSCI EAFE Hedged Equity ETF positions in Q4 2020 and 21 closed out, a net change of +15 holders.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF buyer in Q4 2020 was Financial Advisory Group, an estimated $10.7M added.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF seller in Q4 2020 was Raymond James Financial Services Advisors, an estimated $31.5M sold.

Based on aggregated 13F filings for Q4 2020.