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Xtrackers MSCI EAFE Hedged Equity ETF

312 hedge funds and large institutions have $4.15B invested in Xtrackers MSCI EAFE Hedged Equity ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 105 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

21% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 87

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

7% more capital invested

Capital invested by funds: $3.89B → $4.15B (+$264M)

6% more funds holding

Funds holding: 295312 (+17)

8.3% less ownership

Funds ownership: 83.54%75.25% (-8.3%)

Holders
312
Holders Change
+17
Holders Change %
+5.76%
% of All Funds
4.49%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.3%
New
40
Increased
105
Reduced
87
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
$896M -$164M -4,235,632 -16%
Ameriprise
2
Ameriprise
Minnesota
$345M +$64M +1,656,217 +24%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$334M +$9.29M +240,360 +3%
Morgan Stanley
4
Morgan Stanley
New York
$238M -$213M -5,514,539 -49%
Bank of America
5
Bank of America
North Carolina
$227M +$3.51M +90,867 +2%
GA
6
Geller Advisors
New York
$165M +$26.2M +677,807 +20%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$154M -$3.7M -95,774 -2%
UCFA
8
United Capital Financial Advisors
Texas
$112M -$5.81M -150,119 -5%
LPL Financial
9
LPL Financial
California
$95.3M +$13.1M +339,914 +17%
Wells Fargo
10
Wells Fargo
California
$83M +$12M +310,160 +18%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$82.8M +$4.83M +124,950 +7%
FAG
12
Financial Advisory Group
Texas
$67.7M +$1.56M +40,396 +3%
MFWP
13
Mosaic Family Wealth Partners
Missouri
$57.6M +$2.73M +70,701 +5%
UBS Group
14
UBS Group
Switzerland
$53.5M +$3.55M +91,876 +8%
RRWA
15
Rainey & Randall Wealth Advisors
Florida
$51.9M +$678K +17,532 +1%
OBWP
16
O'Brien Wealth Partners
Massachusetts
$48M -$602K -15,578 -1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$45.8M +$8.46M +218,749 +24%
Comerica Bank
18
Comerica Bank
Texas
$39M -$726K -18,784 -2%
HSBC Holdings
19
HSBC Holdings
United Kingdom
$35.1M +$2.1M +54,245 +7%
SC
20
Schoolcraft Capital
Colorado
$33.7M -$1.14M -29,449 -3%
Osaic Holdings
21
Osaic Holdings
Arizona
$31.5M +$4.94M +127,780 +20%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$31.2M -$2.51M -64,780 -8%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$30.1M -$34.8K -901 -0.1%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$28.7M +$12M +310,439 +79%
BPA
25
Beacon Pointe Advisors
California
$28.2M +$1.21M +31,173 +5%

DBEF Hedge Fund Activity: Q1 2024 in Review

312 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) for Q1 2024, worth a combined $4.15B — up 6.8% from $3.89B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new DBEF positions and 21 closed out — a net gain of 19 holders — while 105 added to existing stakes and 87 trimmed.

The largest buyer was Ameriprise, adding an estimated $64M. The largest seller was Morgan Stanley, cutting an estimated $213M.

  • 312 institutional investors held Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) as of Q1 2024, up from 295 in Q4 2023.
  • Funds reported $4.15B of Xtrackers MSCI EAFE Hedged Equity ETF stock for Q1 2024, up 6.8% quarter-over-quarter.
  • 40 funds opened new Xtrackers MSCI EAFE Hedged Equity ETF positions in Q1 2024 and 21 closed out, a net change of +19 holders.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF buyer in Q1 2024 was Ameriprise, an estimated $64M added.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF seller in Q1 2024 was Morgan Stanley, an estimated $213M sold.

Based on aggregated 13F filings for Q1 2024.