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Xtrackers MSCI EAFE Hedged Equity ETF

234 hedge funds and large institutions have $3.02B invested in Xtrackers MSCI EAFE Hedged Equity ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 77 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

5% more capital invested

Capital invested by funds: $2.87B → $3.02B (+$145M)

3% more funds holding

Funds holding: 228234 (+6)

0.62% more ownership

Funds ownership: 74.88%75.51% (+0.62%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

14% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 77

Holders
234
Holders Change
+6
Holders Change %
+2.63%
% of All Funds
4.07%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
28
Increased
66
Reduced
77
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
$1.09B +$19.2M +513,282 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$307M +$2.27M +60,637 +0.7%
UCFA
3
United Capital Financial Advisors
Texas
$278M +$1.52M +40,785 +0.6%
Bank of America
4
Bank of America
North Carolina
$184M +$174K +4,659 +0.1%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$165M -$2.01M -53,697 -1%
Morgan Stanley
6
Morgan Stanley
New York
$136M -$1.42M -38,096 -1%
Ameriprise
7
Ameriprise
Minnesota
$60.2M +$9.05M +242,111 +18%
MFW
8
Mosaic Family Wealth
Missouri
$44.8M -$172K -4,589 -0.4%
FAG
9
Financial Advisory Group
Texas
$44.1M +$1.07M +28,724 +3%
LPL Financial
10
LPL Financial
California
$41.8M +$1.71M +45,667 +4%
Wells Fargo
11
Wells Fargo
California
$36.5M +$4.61M +123,402 +15%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$33.2M +$32.4M +866,031 +6,285%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$32.4M +$3.53M +94,365 +12%
CCA
14
Clearwater Capital Advisors
Illinois
$32.1M +$794K +21,250 +3%
BF
15
Blankinship & Foster
California
$29.9M -$730K -19,521 -2%
Comerica Bank
16
Comerica Bank
Texas
$25.1M +$37.1K +992 +0.2%
SC
17
Schoolcraft Capital
Colorado
$22.1M -$139K -3,723 -0.6%
RRWA
18
Rainey & Randall Wealth Advisors
Florida
$20.9M +$875K +23,414 +4%
CG
19
Colony Group
Massachusetts
$20.9M -$52.4K -1,403 -0.3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$20.4M -$2.25M -60,081 -10%
CA
21
Crewe Advisors
Utah
$20.3M +$956K +25,571 +5%
UBS Group
22
UBS Group
Switzerland
$20.1M -$1.4M -37,469 -7%
WMG
23
WESCAP Management Group
California
$19.9M -$410K -10,977 -2%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$18.1M -$20.7K -555 -0.1%
FA
25
Forefront Analytics
Pennsylvania
$15.1M +$444K +11,886 +3%

DBEF Hedge Fund Activity: Q2 2021 in Review

234 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) for Q2 2021, worth a combined $3.02B — up 5% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DBEF positions and 20 closed out — a net gain of 8 holders — while 66 added to existing stakes and 77 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $32.4M. The largest seller was Citadel Advisors, cutting an estimated $12.2M.

  • 234 institutional investors held Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) as of Q2 2021, up from 228 in Q1 2021.
  • Funds reported $3.02B of Xtrackers MSCI EAFE Hedged Equity ETF stock for Q2 2021, up 5% quarter-over-quarter.
  • 28 funds opened new Xtrackers MSCI EAFE Hedged Equity ETF positions in Q2 2021 and 20 closed out, a net change of +8 holders.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF buyer in Q2 2021 was Bank of Montreal, an estimated $32.4M added.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF seller in Q2 2021 was Citadel Advisors, an estimated $12.2M sold.

Based on aggregated 13F filings for Q2 2021.