iMGP DBi Hedge Strategy ETF
DBEH
DBEH was delisted on the 16th of September, 2024.
5 hedge funds and large institutions have $7.85M invested in iMGP DBi Hedge Strategy ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
3% less capital invested
Capital invested by funds: $8.06M → $7.85M (-$213K)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
+$338K |
| 2 |
Morgan Stanley
New York
|
+$53 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
-$559K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$40.3K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$17.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BHWA
1
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| $6.32M | +$338K | +12,695 | +6% |
|
|
LGWM
2
Litman Gregory Wealth Management
Larkspur,
California
| $1.5M | -$559K | -21,000 | -27% |
|
3
Comerica Bank
Dallas,
Texas
| $21.6K | – | – | – |
|
|
4
UBS Group
Zurich,
Switzerland
| $4.87K | -$17.6K | -661 | -78% |
|
|
5
Morgan Stanley
New York
| $64 | +$53 | +2 | New |
|
|
6
Wells Fargo
San Francisco,
California
| – | -$40.3K | -1,529 | Closed |
|
DBEH Hedge Fund Activity: Q4 2023 in Review
5 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iMGP DBi Hedge Strategy ETF (DBEH) for Q4 2023, worth a combined $7.85M — down 2.6% from $8.06M a quarter earlier.
Fund positioning in DBEH was balanced in Q4 2023: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 2 trimmed.
The largest buyer was Beacon Harbor Wealth Advisors, adding an estimated $338K. The largest seller was Litman Gregory Wealth Management, cutting an estimated $559K.
- 5 institutional investors held iMGP DBi Hedge Strategy ETF (DBEH) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $7.85M of iMGP DBi Hedge Strategy ETF stock for Q4 2023, down 2.6% quarter-over-quarter.
- 1 fund opened new iMGP DBi Hedge Strategy ETF positions in Q4 2023 and 1 closed out, a net change of 0 holders.
- The largest iMGP DBi Hedge Strategy ETF buyer in Q4 2023 was Beacon Harbor Wealth Advisors, an estimated $338K added.
- The largest iMGP DBi Hedge Strategy ETF seller in Q4 2023 was Litman Gregory Wealth Management, an estimated $559K sold.
Based on aggregated 13F filings for Q4 2023.