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Xtrackers MSCI EAFE Hedged Equity ETF

244 hedge funds and large institutions have $2.98B invested in Xtrackers MSCI EAFE Hedged Equity ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 72 increasing their positions, 80 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

7% more capital invested

Capital invested by funds: $2.79B → $2.98B (+$192M)

4% more funds holding

Funds holding: 234244 (+10)

0.15% more ownership

Funds ownership: 76.63%76.78% (+0.15%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

10% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 80

Holders
244
Holders Change
+10
Holders Change %
+4.27%
% of All Funds
3.89%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
35
Increased
72
Reduced
80
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$799M -$28.4M -823,200 -3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$262M +$1.96M +56,860 +0.8%
UCFA
3
United Capital Financial Advisors
Texas
$229M -$262K -7,593 -0.1%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$228M -$14.5M -420,517 -6%
Morgan Stanley
5
Morgan Stanley
New York
$187M -$3.48M -100,944 -2%
Bank of America
6
Bank of America
North Carolina
$168M +$6.55M +190,136 +4%
Ameriprise
7
Ameriprise
Minnesota
$116M +$7.88M +228,624 +7%
FAG
8
Financial Advisory Group
Texas
$58.8M +$631K +18,317 +1%
GA
9
Geller Advisors
New York
$53.9M +$7.16M +207,901 +16%
LPL Financial
10
LPL Financial
California
$48.7M +$1.37M +39,872 +3%
MFWP
11
Mosaic Family Wealth Partners
Missouri
$47.3M +$1.59M +46,011 +4%
OBWP
12
O'Brien Wealth Partners
Massachusetts
$40.4M -$514K -14,911 -1%
Wells Fargo
13
Wells Fargo
California
$39M +$2.64M +76,659 +7%
RRWA
14
Rainey & Randall Wealth Advisors
Florida
$38.4M +$1.76M +51,188 +5%
UBS Group
15
UBS Group
Switzerland
$32.5M -$1.03M -29,805 -3%
SC
16
Schoolcraft Capital
Colorado
$31.3M +$682K +19,804 +2%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$28.8M -$326K -9,457 -1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$28.3M +$2.45M +71,008 +10%
BF
19
Blankinship & Foster
California
$25.2M -$1.07M -31,042 -4%
CA
20
Crewe Advisors
Utah
$22.1M +$254K +7,375 +1%
CG
21
Colony Group
Massachusetts
$20.6M +$77.8K +2,257 +0.4%
WMG
22
WESCAP Management Group
California
$18.5M -$1.33M -38,660 -7%
Osaic Holdings
23
Osaic Holdings
Arizona
$17.9M +$2.39M +69,349 +16%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$16.2M -$413K -11,999 -3%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$14.1M -$592K -17,193 -4%

DBEF Hedge Fund Activity: Q1 2023 in Review

244 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) for Q1 2023, worth a combined $2.98B — up 6.9% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DBEF positions and 16 closed out — a net gain of 19 holders — while 72 added to existing stakes and 80 trimmed.

The largest buyer was Affinity Wealth Management, opening a new position worth an estimated $12.8M. The largest seller was Goldman Sachs, cutting an estimated $28.4M.

  • 244 institutional investors held Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) as of Q1 2023, up from 234 in Q4 2022.
  • Funds reported $2.98B of Xtrackers MSCI EAFE Hedged Equity ETF stock for Q1 2023, up 6.9% quarter-over-quarter.
  • 35 funds opened new Xtrackers MSCI EAFE Hedged Equity ETF positions in Q1 2023 and 16 closed out, a net change of +19 holders.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF buyer in Q1 2023 was Affinity Wealth Management, an estimated $12.8M added.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF seller in Q1 2023 was Goldman Sachs, an estimated $28.4M sold.

Based on aggregated 13F filings for Q1 2023.