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Xtrackers MSCI EAFE Hedged Equity ETF

259 hedge funds and large institutions have $3.2B invested in Xtrackers MSCI EAFE Hedged Equity ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 89 increasing their positions, 74 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

20% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 74

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

4% more funds holding

Funds holding: 250259 (+9)

0% less capital invested

Capital invested by funds: $3.21B → $3.2B (-$8.09M)

2% less ownership

Funds ownership: 77.83%75.83% (-2%)

Holders
259
Holders Change
+9
Holders Change %
+3.6%
% of All Funds
4.11%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.27%
New
31
Increased
89
Reduced
74
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$767M -$14.4M -410,790 -2%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$257M +$16M +456,971 +7%
Ameriprise
3
Ameriprise
Minnesota
$198M +$64.6M +1,839,470 +48%
Morgan Stanley
4
Morgan Stanley
New York
$195M +$2.56M +72,968 +1%
Bank of America
5
Bank of America
North Carolina
$187M +$11.1M +316,149 +6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$183M -$87.5M -2,490,175 -32%
UCFA
7
United Capital Financial Advisors
Texas
$152M -$71.6M -2,038,101 -32%
GA
8
Geller Advisors
New York
$85.9M +$27.3M +776,186 +46%
LPL Financial
9
LPL Financial
California
$67.8M -$945K -26,918 -1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$57.2M +$6.88M +195,834 +14%
FAG
11
Financial Advisory Group
Texas
$56.2M +$165K +4,695 +0.3%
Wells Fargo
12
Wells Fargo
California
$55.2M +$9.56M +272,187 +21%
MFWP
13
Mosaic Family Wealth Partners
Missouri
$48.6M +$938K +26,710 +2%
RRWA
14
Rainey & Randall Wealth Advisors
Florida
$42.7M +$3.47M +98,747 +9%
OBWP
15
O'Brien Wealth Partners
Massachusetts
$42.1M +$1.68M +47,879 +4%
UBS Group
16
UBS Group
Switzerland
$38.3M +$1.36M +38,834 +4%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$35.7M +$7.48M +212,856 +27%
Comerica Bank
18
Comerica Bank
Texas
$33.3M +$33.5M +953,781 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$31.3M +$2.23M +63,558 +8%
SC
20
Schoolcraft Capital
Colorado
$30.9M +$498K +14,189 +2%
Osaic Holdings
21
Osaic Holdings
Arizona
$28.5M +$6.92M +196,906 +32%
CA
22
Crewe Advisors
Utah
$24M +$1.14M +32,564 +5%
BF
23
Blankinship & Foster
California
$23.8M +$213K +6,074 +0.9%
Stifel Financial
24
Stifel Financial
Missouri
$19.8M +$781K +22,246 +4%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$19.6M -$41.4K -1,180 -0.2%

DBEF Hedge Fund Activity: Q3 2023 in Review

259 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) for Q3 2023, worth a combined $3.2B — down 0.25% from $3.21B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DBEF positions and 21 closed out — a net gain of 10 holders — while 89 added to existing stakes and 74 trimmed.

The largest buyer was Ameriprise, adding an estimated $64.6M. The largest seller was Envestnet Asset Management, cutting an estimated $87.5M.

  • 259 institutional investors held Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) as of Q3 2023, up from 250 in Q2 2023.
  • Funds reported $3.2B of Xtrackers MSCI EAFE Hedged Equity ETF stock for Q3 2023, down 0.25% quarter-over-quarter.
  • 31 funds opened new Xtrackers MSCI EAFE Hedged Equity ETF positions in Q3 2023 and 21 closed out, a net change of +10 holders.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF buyer in Q3 2023 was Ameriprise, an estimated $64.6M added.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $87.5M sold.

Based on aggregated 13F filings for Q3 2023.