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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 $8.01M invested in iMGP DBi Hedge Strategy ETF in 2023 Q2 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

42% more capital invested

Capital invested by funds: $5.64M → $8.01M (+$2.38M)

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
LGWM
Litman Gregory Wealth Management
California
+$2.02M
2
BHWA
Beacon Harbor Wealth Advisors
Virginia
+$164K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$39K
Name Holding Trade Value Shares
Change 		Change in
Stake
BHWA
1
Beacon Harbor Wealth Advisors
Virginia
$5.95M +$164K +6,273 +3%
LGWM
2
Litman Gregory Wealth Management
California
$2.07M +$2.02M +77,515 New
UBS Group
3
UBS Group
Switzerland
– -$39K -1,507 Closed

DBEH Hedge Fund Activity: Q2 2023 in Review

2 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iMGP DBi Hedge Strategy ETF (DBEH) for Q2 2023, worth a combined $8.01M — up 42% from $5.64M a quarter earlier.

Fund positioning in DBEH was balanced in Q2 2023: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 0 trimmed.

The largest buyer was Litman Gregory Wealth Management, opening a new position worth an estimated $2.02M. The largest seller was UBS Group, exiting entirely with an estimated $39K sold.

  • 2 institutional investors held iMGP DBi Hedge Strategy ETF (DBEH) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $8.01M of iMGP DBi Hedge Strategy ETF stock for Q2 2023, up 42% quarter-over-quarter.
  • 1 fund opened new iMGP DBi Hedge Strategy ETF positions in Q2 2023 and 1 closed out, a net change of 0 holders.
  • The largest iMGP DBi Hedge Strategy ETF buyer in Q2 2023 was Litman Gregory Wealth Management, an estimated $2.02M added.
  • The largest iMGP DBi Hedge Strategy ETF seller in Q2 2023 was UBS Group, an estimated $39K sold.

Based on aggregated 13F filings for Q2 2023.