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Xtrackers MSCI Emerging Markets Hedged Equity ETF

40 hedge funds and large institutions have $59.4M invested in Xtrackers MSCI Emerging Markets Hedged Equity ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

24% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $10M

16% more capital invested

Capital invested by funds: $51.4M → $59.4M (+$8.05M)

11% more funds holding

Funds holding: 3640 (+4)

3.45% more ownership

Funds ownership: 57.13%60.58% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
16
Reduced
12
Closed
5
Calls
$12.5M
Puts
$10M
Net Calls
+$2.42M
Net Calls Change
-$1.89M
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
1
Kestra Private Wealth Services
Texas
$7.42M +$986K +44,378 +16%
CF
2
Centaurus Financial
California
$6M +$328K +14,765 +6%
DA
3
Drake & Associates
Wisconsin
$5.26M +$548K +24,677 +12%
TWP
4
Tower Wealth Partners
Pennsylvania
$4.76M +$247K +11,124 +6%
AAS
5
Ameritas Advisory Services
Nebraska
$4.33M -$2.31M -104,128 -36%
Wells Fargo
6
Wells Fargo
California
$3.13M +$342K +15,387 +13%
Bank of America
7
Bank of America
North Carolina
$2.63M -$270K -12,135 -10%
UWM
8
USAdvisors Wealth Management
Minnesota
$2.12M -$329K -14,825 -14%
Ameriprise
9
Ameriprise
Minnesota
$2.02M +$301K +13,569 +18%
KAS
10
Kestra Advisory Services
Texas
$1.99M +$46.9K +2,109 +3%
SOS
11
Silver Oak Securities
Tennessee
$1.74M +$1.61M +72,252 +2,404%
AI
12
Atria Investments
North Carolina
$1.71M +$1.65M +74,229 New
EAM
13
Empirical Asset Management
Massachusetts
$1.71M -$24.5K -1,103 -1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.66M +$23.3K +1,049 +1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.63M +$120K +5,401 +8%
S
16
Sachetta
Massachusetts
$1.41M +$1.35M +60,942 New
UBS Group
17
UBS Group
Switzerland
$1.22M -$20.4K -918 -2%
LPL Financial
18
LPL Financial
California
$1.16M +$394K +17,757 +54%
Cerity Partners
19
Cerity Partners
New York
$1.16M +$1.12M +50,380 New
RFN
20
RDA Financial Network
Iowa
$1.13M -$41.3K -1,861 -4%
Morgan Stanley
21
Morgan Stanley
New York
$1.06M +$323K +14,547 +46%
Osaic Holdings
22
Osaic Holdings
Arizona
$986K +$30.1K +1,357 +3%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$736K +$252K +11,328 +55%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$433K +$16.4K +738 +4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$424K -$2.44K -110 -0.6%

DBEM Hedge Fund Activity: Q4 2023 in Review

40 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI Emerging Markets Hedged Equity ETF (DBEM) for Q4 2023, worth a combined $59.4M — up 16% from $51.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DBEM positions and 5 closed out — a net gain of 5 holders — while 16 added to existing stakes and 12 trimmed.

The largest buyer was Atria Investments, opening a new position worth an estimated $1.65M. The largest seller was Ameritas Advisory Services, cutting an estimated $2.31M.

  • 40 institutional investors held Xtrackers MSCI Emerging Markets Hedged Equity ETF (DBEM) as of Q4 2023, up from 36 in Q3 2023.
  • Funds reported $59.4M of Xtrackers MSCI Emerging Markets Hedged Equity ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 10 funds opened new Xtrackers MSCI Emerging Markets Hedged Equity ETF positions in Q4 2023 and 5 closed out, a net change of +5 holders.
  • The largest Xtrackers MSCI Emerging Markets Hedged Equity ETF buyer in Q4 2023 was Atria Investments, an estimated $1.65M added.
  • The largest Xtrackers MSCI Emerging Markets Hedged Equity ETF seller in Q4 2023 was Ameritas Advisory Services, an estimated $2.31M sold.

Based on aggregated 13F filings for Q4 2023.