iMGP DBi Hedge Strategy ETF
DBEH
DBEH was delisted on the 16th of September, 2024.
5 hedge funds and large institutions have $2.26M invested in iMGP DBi Hedge Strategy ETF in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
17% less funds holding
Funds holding: 6 → 5 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
74% less capital invested
Capital invested by funds: $8.8M → $2.26M (-$6.54M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
+$312K |
| 2 |
JP Morgan Chase
New York
|
+$184K |
| 3 |
Morgan Stanley
New York
|
+$27 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
-$6.8M |
| 2 |
Jane Street
New York
|
-$197K |
| 3 |
Comerica Bank
Dallas,
Texas
|
-$22.2K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.44K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LGWM
1
Litman Gregory Wealth Management
Larkspur,
California
| $1.84M | +$312K | +11,500 | +20% |
|
|
2
Jane Street
New York
| $234K | -$197K | -7,271 | -46% |
|
|
3
JP Morgan Chase
New York
| $184K | +$184K | +6,797 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $622 | -$1.44K | -53 | -70% |
|
|
5
Morgan Stanley
New York
| $55 | +$27 | +1 | +100% |
|
|
BHWA
6
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| – | -$6.8M | -249,297 | Closed |
|
|
7
Comerica Bank
Dallas,
Texas
| – | -$22.2K | -814 | Closed |
|
DBEH Hedge Fund Activity: Q2 2024 in Review
5 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iMGP DBi Hedge Strategy ETF (DBEH) for Q2 2024, worth a combined $2.26M — down 74% from $8.8M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of DBEH and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.
The largest buyer was Litman Gregory Wealth Management, adding an estimated $312K. The largest seller was Beacon Harbor Wealth Advisors, exiting entirely with an estimated $6.8M sold.
- 5 institutional investors held iMGP DBi Hedge Strategy ETF (DBEH) as of Q2 2024, down from 6 in Q1 2024.
- Funds reported $2.26M of iMGP DBi Hedge Strategy ETF stock for Q2 2024, down 74% quarter-over-quarter.
- 1 fund opened new iMGP DBi Hedge Strategy ETF positions in Q2 2024 and 2 closed out, a net change of -1 holder.
- The largest iMGP DBi Hedge Strategy ETF buyer in Q2 2024 was Litman Gregory Wealth Management, an estimated $312K added.
- The largest iMGP DBi Hedge Strategy ETF seller in Q2 2024 was Beacon Harbor Wealth Advisors, an estimated $6.8M sold.
Based on aggregated 13F filings for Q2 2024.