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Xtrackers MSCI EAFE Hedged Equity ETF

238 hedge funds and large institutions have $3.34B invested in Xtrackers MSCI EAFE Hedged Equity ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 76 increasing their positions, 62 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 62

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0.5% less ownership

Funds ownership: 78.88%78.38% (-0.5%)

3% less capital invested

Capital invested by funds: $3.44B → $3.34B (-$103M)

4% less funds holding

Funds holding: 248238 (-10)

21% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 29

Holders
238
Holders Change
-10
Holders Change %
-4.03%
% of All Funds
3.75%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
23
Increased
76
Reduced
62
Closed
29
Calls
$339K
Puts
Net Calls
+$339K
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$1.19B -$22.9M -607,452 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$311M -$3.62M -96,029 -1%
UCFA
3
United Capital Financial Advisors
Texas
$275M -$2.64M -70,025 -1%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$191M +$15.3M +406,153 +9%
Bank of America
5
Bank of America
North Carolina
$183M -$5.89M -156,158 -3%
Morgan Stanley
6
Morgan Stanley
New York
$147M +$3.81M +100,968 +3%
Ameriprise
7
Ameriprise
Minnesota
$93M +$20.6M +545,741 +28%
FAG
8
Financial Advisory Group
Texas
$68.6M +$5.13M +135,966 +8%
LPL Financial
9
LPL Financial
California
$49.2M +$1.41M +37,300 +3%
Wells Fargo
10
Wells Fargo
California
$40.8M -$1.42M -37,718 -3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$39.9M +$3.27M +86,573 +9%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$38.5M +$6.32M +167,574 +20%
RRWA
13
Rainey & Randall Wealth Advisors
Florida
$35.3M +$3.3M +87,527 +10%
CCA
14
Clearwater Capital Advisors
Illinois
$34.4M +$263K +6,974 +0.8%
SC
15
Schoolcraft Capital
Colorado
$30.1M +$7.84M +207,672 +35%
UBS Group
16
UBS Group
Switzerland
$29.8M +$713K +18,895 +2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$29.5M +$3.17M +84,116 +12%
BF
18
Blankinship & Foster
California
$28.9M -$496K -13,132 -2%
Comerica Bank
19
Comerica Bank
Texas
$24.9M +$967K +25,638 +4%
CA
20
Crewe Advisors
Utah
$23.3M +$881K +23,341 +4%
AWA
21
Aaron Wealth Advisors
Illinois
$22.5M +$32M +848,475 New
Citadel Advisors
22
Citadel Advisors
Florida
$21M +$14.4M +382,822 +219%
WMG
23
WESCAP Management Group
California
$21M -$219K -5,805 -1%
CG
24
Colony Group
Massachusetts
$20.5M -$502K -13,315 -2%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$17.8M -$172K -4,557 -1%

DBEF Hedge Fund Activity: Q1 2022 in Review

238 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) for Q1 2022, worth a combined $3.34B — down 3% from $3.44B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of DBEF and 23 opened new positions — a net loss of 6 holders — while 62 trimmed existing stakes and 76 added.

The largest buyer was Aaron Wealth Advisors, opening a new position worth an estimated $32M. The largest seller was Smith Anglin Financial, exiting entirely with an estimated $24.3M sold.

  • 238 institutional investors held Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) as of Q1 2022, down from 248 in Q4 2021.
  • Funds reported $3.34B of Xtrackers MSCI EAFE Hedged Equity ETF stock for Q1 2022, down 3% quarter-over-quarter.
  • 23 funds opened new Xtrackers MSCI EAFE Hedged Equity ETF positions in Q1 2022 and 29 closed out, a net change of -6 holders.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $32M added.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF seller in Q1 2022 was Smith Anglin Financial, an estimated $24.3M sold.

Based on aggregated 13F filings for Q1 2022.