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DBEH

iMGP DBi Hedge Strategy ETF
DBEH

Delisted

DBEH was delisted on the 16th of September, 2024.

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2 hedge funds and large institutions have $5.64M invested in iMGP DBi Hedge Strategy ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more capital invested

Capital invested by funds: $1.62M → $5.64M (+$4.02M)

0% more funds holding

Funds holding: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
2
Holders Change
–
Holders Change %
0%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BHWA
Beacon Harbor Wealth Advisors
Virginia
+$5.62M
2
UBS Group
UBS Group
Switzerland
+$15.1K

Top Sellers

Rank Fund Capital Flow
1
LGWM
Litman Gregory Wealth Management
California
-$1.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BHWA
1
Beacon Harbor Wealth Advisors
Virginia
$5.6M +$5.62M +216,577 New
UBS Group
2
UBS Group
Switzerland
$39K +$15.1K +581 +63%
LGWM
3
Litman Gregory Wealth Management
California
– -$1.6M -62,515 Closed

DBEH Hedge Fund Activity: Q1 2023 in Review

2 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iMGP DBi Hedge Strategy ETF (DBEH) for Q1 2023, worth a combined $5.64M — up 248% from $1.62M a quarter earlier.

Fund positioning in DBEH was balanced in Q1 2023: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 0 trimmed.

The largest buyer was Beacon Harbor Wealth Advisors, opening a new position worth an estimated $5.62M. The largest seller was Litman Gregory Wealth Management, exiting entirely with an estimated $1.6M sold.

  • 2 institutional investors held iMGP DBi Hedge Strategy ETF (DBEH) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $5.64M of iMGP DBi Hedge Strategy ETF stock for Q1 2023, up 248% quarter-over-quarter.
  • 1 fund opened new iMGP DBi Hedge Strategy ETF positions in Q1 2023 and 1 closed out, a net change of 0 holders.
  • The largest iMGP DBi Hedge Strategy ETF buyer in Q1 2023 was Beacon Harbor Wealth Advisors, an estimated $5.62M added.
  • The largest iMGP DBi Hedge Strategy ETF seller in Q1 2023 was Litman Gregory Wealth Management, an estimated $1.6M sold.

Based on aggregated 13F filings for Q1 2023.