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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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5 hedge funds and large institutions have $8.06M invested in iMGP DBi Hedge Strategy ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding

Funds holding: 2 → 5 (+3)

1% more capital invested

Capital invested by funds: $8.01M → $8.06M (+$45K)

Holders
5
Holders Change
+3
Holders Change %
+150%
% of All Funds
0.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BHWA
Beacon Harbor Wealth Advisors
Virginia
+$55.1K
2
Wells Fargo
Wells Fargo
California
+$40.9K
3
UBS Group
UBS Group
Switzerland
+$22.6K
4
Comerica Bank
Comerica Bank
Texas
+$21.8K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BHWA
1
Beacon Harbor Wealth Advisors
Virginia
$5.93M +$55.1K +2,061 +0.9%
LGWM
2
Litman Gregory Wealth Management
California
$2.04M – – –
Wells Fargo
3
Wells Fargo
California
$40.3K +$40.9K +1,529 New
UBS Group
4
UBS Group
Switzerland
$22.3K +$22.6K +844 New
Comerica Bank
5
Comerica Bank
Texas
$21.5K +$21.8K +814 New

DBEH Hedge Fund Activity: Q3 2023 in Review

5 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iMGP DBi Hedge Strategy ETF (DBEH) for Q3 2023, worth a combined $8.06M — up 0.56% from $8.01M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new DBEH positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Beacon Harbor Wealth Advisors, adding an estimated $55.1K.

  • 5 institutional investors held iMGP DBi Hedge Strategy ETF (DBEH) as of Q3 2023, up from 2 in Q2 2023.
  • Funds reported $8.06M of iMGP DBi Hedge Strategy ETF stock for Q3 2023, up 0.56% quarter-over-quarter.
  • 3 funds opened new iMGP DBi Hedge Strategy ETF positions in Q3 2023 and 0 closed out, a net change of +3 holders.
  • The largest iMGP DBi Hedge Strategy ETF buyer in Q3 2023 was Beacon Harbor Wealth Advisors, an estimated $55.1K added.

Based on aggregated 13F filings for Q3 2023.