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Xtrackers MSCI EAFE Hedged Equity ETF

228 hedge funds and large institutions have $2.87B invested in Xtrackers MSCI EAFE Hedged Equity ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 99 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

6% more capital invested

Capital invested by funds: $2.71B → $2.87B (+$157M)

1% more funds holding

Funds holding: 225228 (+3)

1.2% more ownership

Funds ownership: 73.69%74.88% (+1.2%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

44% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 99

Holders
228
Holders Change
+3
Holders Change %
+1.33%
% of All Funds
4%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
19
Increased
55
Reduced
99
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$1.04B -$1.96M -55,671 -0.2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$295M -$4.68M -133,244 -2%
UCFA
3
United Capital Financial Advisors
Texas
$267M +$3.52M +100,264 +1%
Bank of America
4
Bank of America
North Carolina
$177M -$3.95M -112,412 -2%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$162M -$7.51M -213,866 -5%
Morgan Stanley
6
Morgan Stanley
New York
$133M -$2.74M -77,882 -2%
Ameriprise
7
Ameriprise
Minnesota
$49.4M -$5.94M -169,122 -11%
MFW
8
Mosaic Family Wealth
Missouri
$43.5M +$3.76M +106,906 +10%
FAG
9
Financial Advisory Group
Texas
$41.6M +$1.46M +41,470 +4%
LPL Financial
10
LPL Financial
California
$38.8M +$6.81M +193,960 +22%
Wells Fargo
11
Wells Fargo
California
$30.8M -$4.72M -134,316 -14%
CCA
12
Clearwater Capital Advisors
Illinois
$30.3M +$3.68M +104,662 +14%
BF
13
Blankinship & Foster
California
$29.6M -$2.67M -75,966 -9%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$27.9M +$48K +1,367 +0.2%
Comerica Bank
15
Comerica Bank
Texas
$24.4M -$1.69M -48,041 -7%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$22M -$6.88M -195,891 -24%
SC
17
Schoolcraft Capital
Colorado
$21.5M -$916K -26,065 -4%
UBS Group
18
UBS Group
Switzerland
$20.8M -$6.09M -173,298 -23%
CG
19
Colony Group
Massachusetts
$20.3M -$1.4M -39,884 -7%
WMG
20
WESCAP Management Group
California
$19.7M +$434K +12,342 +2%
RRWA
21
Rainey & Randall Wealth Advisors
Florida
$19.4M +$604K +17,206 +3%
CA
22
Crewe Advisors
Utah
$18.7M +$1.13M +32,255 +7%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$17.6M -$127K -3,602 -0.7%
FA
24
Forefront Analytics
Pennsylvania
$14.2M +$108K +3,067 +0.8%
Citadel Advisors
25
Citadel Advisors
Florida
$14M +$5.17M +147,290 +62%

DBEF Hedge Fund Activity: Q1 2021 in Review

228 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) for Q1 2021, worth a combined $2.87B — up 5.8% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DBEF positions and 15 closed out — a net gain of 4 holders — while 55 added to existing stakes and 99 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.81M. The largest seller was ALPS Advisors, exiting entirely with an estimated $12.5M sold.

  • 228 institutional investors held Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) as of Q1 2021, up from 225 in Q4 2020.
  • Funds reported $2.87B of Xtrackers MSCI EAFE Hedged Equity ETF stock for Q1 2021, up 5.8% quarter-over-quarter.
  • 19 funds opened new Xtrackers MSCI EAFE Hedged Equity ETF positions in Q1 2021 and 15 closed out, a net change of +4 holders.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF buyer in Q1 2021 was LPL Financial, an estimated $6.81M added.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF seller in Q1 2021 was ALPS Advisors, an estimated $12.5M sold.

Based on aggregated 13F filings for Q1 2021.