Xtrackers MSCI Eurozone Hedged Equity ETF
DBEZ
10 hedge funds and large institutions have $36.8M invested in Xtrackers MSCI Eurozone Hedged Equity ETF in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
15% more capital invested
Capital invested by funds: $32.1M → $36.8M (+$4.72M)
11% more funds holding
Funds holding: 9 → 10 (+1)
0.47% more ownership
Funds ownership: 70.29% → 70.76% (+0.47%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.71M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$615K |
| 3 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
+$412K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$246K |
| 5 |
LPL Financial
San Diego,
California
|
+$208K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCA
Horan Capital Advisors
Cincinnati,
Ohio
|
-$615K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$518K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$70.2K |
| 4 |
EA
Edge Advisors
Atlanta,
Georgia
|
-$9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $17.2M | +$1.71M | +62,018 | +12% |
|
|
CCA
2
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $5.03M | +$412K | +14,930 | +9% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $4.51M | +$246K | +8,899 | +6% |
|
|
HCM
4
Hengehold Capital Management
Cincinnati,
Ohio
| $4.36M | +$26.4K | +958 | +0.6% |
|
|
5
UBS Group
Zurich,
Switzerland
| $2.65M | -$70.2K | -2,543 | -3% |
|
|
BFA
6
Beaumont Financial Advisors
Needham,
Massachusetts
| $1.54M | +$172K | +6,235 | +13% |
|
|
FTUS
7
Flow Traders U.S.
New York
| $658K | -$518K | -18,783 | -45% |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $645K | +$615K | +22,300 | New |
|
|
9
LPL Financial
San Diego,
California
| $218K | +$208K | +7,542 | New |
|
|
AAC
10
Asset Advisors Corp
Augusta,
Georgia
| $12K | +$11.5K | +417 | New |
|
|
HCA
11
Horan Capital Advisors
Cincinnati,
Ohio
| – | -$615K | -22,935 | Closed |
|
|
EA
12
Edge Advisors
Atlanta,
Georgia
| – | -$9K | -345 | Closed |
|
DBEZ Hedge Fund Activity: Q1 2017 in Review
10 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI Eurozone Hedged Equity ETF (DBEZ) for Q1 2017, worth a combined $36.8M — up 15% from $32.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DBEZ positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.71M. The largest seller was Horan Capital Advisors, exiting entirely with an estimated $615K sold.
- 10 institutional investors held Xtrackers MSCI Eurozone Hedged Equity ETF (DBEZ) as of Q1 2017, up from 9 in Q4 2016.
- Funds reported $36.8M of Xtrackers MSCI Eurozone Hedged Equity ETF stock for Q1 2017, up 15% quarter-over-quarter.
- 3 funds opened new Xtrackers MSCI Eurozone Hedged Equity ETF positions in Q1 2017 and 2 closed out, a net change of +1 holder.
- The largest Xtrackers MSCI Eurozone Hedged Equity ETF buyer in Q1 2017 was Morgan Stanley, an estimated $1.71M added.
- The largest Xtrackers MSCI Eurozone Hedged Equity ETF seller in Q1 2017 was Horan Capital Advisors, an estimated $615K sold.
Based on aggregated 13F filings for Q1 2017.