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Xtrackers MSCI EAFE Hedged Equity ETF

250 hedge funds and large institutions have $3.21B invested in Xtrackers MSCI EAFE Hedged Equity ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 65

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

8% more capital invested

Capital invested by funds: $2.98B → $3.21B (+$227M)

2% more funds holding

Funds holding: 244250 (+6)

1.05% more ownership

Funds ownership: 76.78%77.83% (+1.1%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
250
Holders Change
+6
Holders Change %
+2.46%
% of All Funds
3.93%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
26
Increased
101
Reduced
65
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
$792M -$11.1M -309,603 -1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$274M +$11.1M +309,316 +4%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$244M +$15.4M +427,301 +7%
UCFA
4
United Capital Financial Advisors
Texas
$227M -$3.77M -104,739 -2%
Morgan Stanley
5
Morgan Stanley
New York
$195M +$7.27M +202,101 +4%
Bank of America
6
Bank of America
North Carolina
$179M +$9.43M +262,201 +5%
Ameriprise
7
Ameriprise
Minnesota
$135M +$18.5M +513,137 +16%
LPL Financial
8
LPL Financial
California
$69.6M +$21.1M +585,241 +42%
GA
9
Geller Advisors
New York
$59.6M +$5.57M +154,945 +10%
FAG
10
Financial Advisory Group
Texas
$56.8M -$2.29M -63,628 -4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$51M +$2.17M +60,300 +4%
MFWP
12
Mosaic Family Wealth Partners
Missouri
$48.3M +$867K +24,112 +2%
Wells Fargo
13
Wells Fargo
California
$46.3M +$7.18M +199,619 +18%
OBWP
14
O'Brien Wealth Partners
Massachusetts
$41M +$366K +10,184 +0.9%
RRWA
15
Rainey & Randall Wealth Advisors
Florida
$39.8M +$1.21M +33,717 +3%
UBS Group
16
UBS Group
Switzerland
$37.5M +$4.9M +136,294 +15%
SC
17
Schoolcraft Capital
Colorado
$30.8M -$611K -16,998 -2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$29.5M +$1.05M +29,312 +4%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$29.2M -$1.2M -33,280 -4%
BF
20
Blankinship & Foster
California
$23.9M -$1.4M -38,887 -5%
CA
21
Crewe Advisors
Utah
$23.1M +$913K +25,367 +4%
Osaic Holdings
22
Osaic Holdings
Arizona
$21.9M +$3.96M +110,195 +22%
CG
23
Colony Group
Massachusetts
$21.7M +$954K +26,510 +5%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$20M +$5.87M +163,061 +41%
Stifel Financial
25
Stifel Financial
Missouri
$19.3M +$6.28M +174,526 +47%

DBEF Hedge Fund Activity: Q2 2023 in Review

250 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) for Q2 2023, worth a combined $3.21B — up 7.6% from $2.98B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DBEF positions and 20 closed out — a net gain of 6 holders — while 101 added to existing stakes and 65 trimmed.

The largest buyer was LPL Financial, adding an estimated $21.1M. The largest seller was Goldman Sachs, cutting an estimated $11.1M.

  • 250 institutional investors held Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) as of Q2 2023, up from 244 in Q1 2023.
  • Funds reported $3.21B of Xtrackers MSCI EAFE Hedged Equity ETF stock for Q2 2023, up 7.6% quarter-over-quarter.
  • 26 funds opened new Xtrackers MSCI EAFE Hedged Equity ETF positions in Q2 2023 and 20 closed out, a net change of +6 holders.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF buyer in Q2 2023 was LPL Financial, an estimated $21.1M added.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF seller in Q2 2023 was Goldman Sachs, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2023.