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Xtrackers MSCI EAFE Hedged Equity ETF

248 hedge funds and large institutions have $3.44B invested in Xtrackers MSCI EAFE Hedged Equity ETF in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 91 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

40% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 65

8% more capital invested

Capital invested by funds: $3.18B → $3.44B (+$265M)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

5% more funds holding

Funds holding: 236248 (+12)

0.36% more ownership

Funds ownership: 78.52%78.88% (+0.36%)

Holders
248
Holders Change
+12
Holders Change %
+5.08%
% of All Funds
3.82%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
38
Increased
91
Reduced
65
Closed
23
Calls
$346K
Puts
Net Calls
+$346K
Net Calls Change
+$346K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$1.26B +$63M +1,622,376 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$328M +$6.37M +164,101 +2%
UCFA
3
United Capital Financial Advisors
Texas
$289M -$806K -20,744 -0.3%
Bank of America
4
Bank of America
North Carolina
$197M +$4.58M +117,912 +2%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$183M +$5.82M +149,774 +3%
Morgan Stanley
6
Morgan Stanley
New York
$149M +$3.7M +95,216 +3%
Ameriprise
7
Ameriprise
Minnesota
$75.5M +$7.16M +184,383 +11%
FAG
8
Financial Advisory Group
Texas
$66.1M +$18.2M +467,615 +38%
LPL Financial
9
LPL Financial
California
$49.8M -$393K -10,125 -0.8%
MFW
10
Mosaic Family Wealth
Missouri
$48.6M +$1.02M +26,144 +2%
Wells Fargo
11
Wells Fargo
California
$44M +$2.35M +60,536 +6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$38.1M +$3.09M +79,694 +9%
CCA
13
Clearwater Capital Advisors
Illinois
$35.6M +$653K +16,813 +2%
RRWA
14
Rainey & Randall Wealth Advisors
Florida
$33.3M +$3.03M +78,041 +10%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$33.1M -$553K -14,247 -2%
BF
16
Blankinship & Foster
California
$30.7M -$353K -9,085 -1%
UBS Group
17
UBS Group
Switzerland
$30.3M +$8.47M +218,051 +39%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$27.4M +$3.77M +97,120 +16%
SAF
19
Smith Anglin Financial
Texas
$24.3M +$2.53M +65,253 +12%
Comerica Bank
20
Comerica Bank
Texas
$23.7M -$530K -13,637 -2%
CA
21
Crewe Advisors
Utah
$23.4M +$1.34M +34,563 +6%
SC
22
Schoolcraft Capital
Colorado
$23.2M -$111K -2,850 -0.5%
WMG
23
WESCAP Management Group
California
$22.1M +$1.19M +30,752 +6%
CG
24
Colony Group
Massachusetts
$21.9M -$204K -5,256 -0.9%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$18.7M -$7.18K -185 -0%

DBEF Hedge Fund Activity: Q4 2021 in Review

248 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) for Q4 2021, worth a combined $3.44B — up 8.3% from $3.18B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DBEF positions and 23 closed out — a net gain of 15 holders — while 91 added to existing stakes and 65 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $63M. The largest seller was Citadel Advisors, cutting an estimated $9.73M.

  • 248 institutional investors held Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) as of Q4 2021, up from 236 in Q3 2021.
  • Funds reported $3.44B of Xtrackers MSCI EAFE Hedged Equity ETF stock for Q4 2021, up 8.3% quarter-over-quarter.
  • 38 funds opened new Xtrackers MSCI EAFE Hedged Equity ETF positions in Q4 2021 and 23 closed out, a net change of +15 holders.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF buyer in Q4 2021 was Goldman Sachs, an estimated $63M added.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF seller in Q4 2021 was Citadel Advisors, an estimated $9.73M sold.

Based on aggregated 13F filings for Q4 2021.