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Xtrackers MSCI EAFE Hedged Equity ETF

366 hedge funds and large institutions have $5.08B invested in Xtrackers MSCI EAFE Hedged Equity ETF in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 155 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 25

107% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 75

35% more funds holding in top 10

Funds holding in top 10: 2331 (+8)

9% more funds holding

Funds holding: 335366 (+31)

7% more capital invested

Capital invested by funds: $4.77B → $5.08B (+$310M)

1.7% more ownership

Funds ownership: 73.96%75.66% (+1.7%)

Holders
366
Holders Change
+31
Holders Change %
+9.25%
% of All Funds
4.82%
Holding in Top 10
31
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+34.78%
% of All Funds
0.41%
New
62
Increased
155
Reduced
75
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$917M +$9.51M +227,366 +1%
Ameriprise
2
Ameriprise
Minnesota
$543M +$38M +907,861 +8%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$386M +$10.2M +243,679 +3%
Bank of America
4
Bank of America
North Carolina
$280M +$16.3M +389,593 +6%
Morgan Stanley
5
Morgan Stanley
New York
$272M +$20.7M +493,759 +8%
GA
6
Geller Advisors
New York
$244M +$36.7M +878,200 +17%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$197M +$28.6M +683,222 +17%
LPL Financial
8
LPL Financial
California
$145M +$20.9M +498,950 +17%
Wells Fargo
9
Wells Fargo
California
$126M +$16.2M +386,320 +15%
UCFA
10
United Capital Financial Advisors
Texas
$110M -$805K -19,247 -0.7%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$77.6M -$100K -2,390 -0.1%
Raymond James Financial
12
Raymond James Financial
Florida
$75.5M +$76.4M +1,824,719 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$74.5M -$14.6M -348,898 -16%
UBS Group
14
UBS Group
Switzerland
$64.6M +$7.96M +190,247 +14%
MFWP
15
Mosaic Family Wealth Partners
Missouri
$60.7M +$1.04M +24,867 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$60.1M +$3.17M +75,850 +6%
RRWA
17
Rainey & Randall Wealth Advisors
Florida
$58.7M +$2.88M +68,709 +5%
OBWP
18
O'Brien Wealth Partners
Massachusetts
$50.9M +$1.81M +43,192 +4%
Comerica Bank
19
Comerica Bank
Texas
$47.4M +$4.13M +98,588 +9%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$41.8M +$2.64M +62,973 +7%
Focus Partners Wealth
21
Focus Partners Wealth
Massachusetts
$40.9M +$2.74M +65,468 +7%
Osaic Holdings
22
Osaic Holdings
Arizona
$40.1M +$5.9M +140,934 +17%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$39.3M +$4.77M +114,078 +14%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$38M +$1.37M +32,846 +4%
SC
25
Schoolcraft Capital
Colorado
$35.9M +$275K +6,561 +0.8%

DBEF Hedge Fund Activity: Q4 2024 in Review

366 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) for Q4 2024, worth a combined $5.08B — up 6.5% from $4.77B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new DBEF positions and 25 closed out — a net gain of 37 holders — while 155 added to existing stakes and 75 trimmed.

The largest buyer was Ameriprise, adding an estimated $38M. The largest seller was Commonwealth Equity Services, cutting an estimated $14.6M.

  • 366 institutional investors held Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) as of Q4 2024, up from 335 in Q3 2024.
  • Funds reported $5.08B of Xtrackers MSCI EAFE Hedged Equity ETF stock for Q4 2024, up 6.5% quarter-over-quarter.
  • 62 funds opened new Xtrackers MSCI EAFE Hedged Equity ETF positions in Q4 2024 and 25 closed out, a net change of +37 holders.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF buyer in Q4 2024 was Ameriprise, an estimated $38M added.
  • The largest Xtrackers MSCI EAFE Hedged Equity ETF seller in Q4 2024 was Commonwealth Equity Services, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2024.