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Xtrackers MSCI EAFE Hedged Equity ETF

241 hedge funds and large institutions have $3.07B invested in Xtrackers MSCI EAFE Hedged Equity ETF in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 80 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1% more funds holding

Funds holding: 238241 (+3)

0.27% less ownership

Funds ownership: 78.38%78.11% (-0.27%)

8% less capital invested

Capital invested by funds: $3.34B → $3.07B (-$268M)

15% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 80

Holders
241
Holders Change
+3
Holders Change %
+1.26%
% of All Funds
4.06%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.25%
New
33
Increased
68
Reduced
80
Closed
25
Calls
$557K
Puts
Net Calls
+$557K
Net Calls Change
+$218K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$1.07B -$30.8M -837,850 -3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$277M -$10.8M -294,116 -4%
UCFA
3
United Capital Financial Advisors
Texas
$246M -$8.33M -226,752 -3%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$200M +$25.8M +701,983 +14%
Morgan Stanley
5
Morgan Stanley
New York
$174M +$40.1M +1,092,458 +28%
Bank of America
6
Bank of America
North Carolina
$163M -$6.31M -171,854 -4%
Ameriprise
7
Ameriprise
Minnesota
$79.6M -$6.76M -184,235 -7%
FAG
8
Financial Advisory Group
Texas
$64.7M +$1.49M +40,448 +2%
LPL Financial
9
LPL Financial
California
$42.9M -$2.67M -72,731 -6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$42.1M +$5.56M +151,496 +14%
OBWP
11
O'Brien Wealth Partners
Massachusetts
$34.4M +$36.3M +988,089 New
RRWA
12
Rainey & Randall Wealth Advisors
Florida
$34.2M +$1.71M +46,521 +5%
Wells Fargo
13
Wells Fargo
California
$31.2M -$6.85M -186,519 -17%
CCA
14
Clearwater Capital Advisors
Illinois
$29.9M -$2.01M -54,863 -6%
UBS Group
15
UBS Group
Switzerland
$27.7M +$110K +2,983 +0.4%
Comerica Bank
16
Comerica Bank
Texas
$26.5M +$3.08M +83,988 +13%
SC
17
Schoolcraft Capital
Colorado
$26.4M -$1.53M -41,564 -5%
BF
18
Blankinship & Foster
California
$26.2M -$589K -16,041 -2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$25M -$2.36M -64,293 -8%
CA
20
Crewe Advisors
Utah
$22M +$523K +14,244 +2%
WMG
21
WESCAP Management Group
California
$21.8M +$2.53M +68,936 +12%
AIP
22
Almanack Investment Partners
Pennsylvania
$21.4M +$22.3M +606,084 New
CG
23
Colony Group
Massachusetts
$19.5M +$620K +16,897 +3%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$16.3M -$139K -3,796 -0.8%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$16M +$6.4M +174,176 +61%

DBEF Hedge Fund Activity: Q2 2022 in Review

241 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) for Q2 2022, worth a combined $3.07B — down 8% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new DBEF positions and 25 closed out — a net gain of 8 holders — while 68 added to existing stakes and 80 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $40.1M. The largest seller was Goldman Sachs, cutting an estimated $30.8M.

  • 241 institutional investors held Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) as of Q2 2022, up from 238 in Q1 2022.
  • Funds reported $3.07B of Xtrackers MSCI EAFE Hedged Equity ETF stock for Q2 2022, down 8% quarter-over-quarter.
  • 33 funds opened new Xtrackers MSCI EAFE Hedged Equity ETF positions in Q2 2022 and 25 closed out, a net change of +8 holders.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF buyer in Q2 2022 was Morgan Stanley, an estimated $40.1M added.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF seller in Q2 2022 was Goldman Sachs, an estimated $30.8M sold.

Based on aggregated 13F filings for Q2 2022.