Xtrackers MSCI Eurozone Hedged Equity ETF
DBEZ
13 hedge funds and large institutions have $34.5M invested in Xtrackers MSCI Eurozone Hedged Equity ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
68% more capital invested
Capital invested by funds: $20.5M → $34.5M (+$14M)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
8% more funds holding
Funds holding: 12 → 13 (+1)
5.57% more ownership
Funds ownership: 79.6% → 85.16% (+5.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.08M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.32M |
| 3 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
+$2.35M |
| 4 |
Jane Street
New York
|
+$2.1M |
| 5 |
OBWG
Onyx Bridge Wealth Group
Tarrytown,
New York
|
+$1.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$456K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$301K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$43.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
Affinity Wealth Management
Wilmington,
Delaware
| $16.6M | +$2.35M | +58,231 | +17% |
|
|
2
Morgan Stanley
New York
| $5.48M | +$4.08M | +101,092 | +295% |
|
|
3
Jane Street
New York
| $4.6M | +$2.1M | +52,121 | +85% |
|
|
4
LPL Financial
San Diego,
California
| $3.33M | +$3.32M | +82,316 | New |
|
|
OBWG
5
Onyx Bridge Wealth Group
Tarrytown,
New York
| $1.54M | +$1.53M | +37,969 | New |
|
|
AWS
6
Atria Wealth Solutions
New York
| $1.18M | +$753K | +18,661 | +177% |
|
7
Bank of America
Charlotte,
North Carolina
| $1.07M | – | – | – |
|
|
8
Bank of Montreal
Toronto,
Ontario, Canada
| $358K | -$43.9K | -1,089 | -11% |
|
|
PTC
9
Private Trust Company
Cleveland,
Ohio
| $163K | +$162K | +4,028 | New |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $75.7K | – | – | – |
|
11
Wells Fargo
San Francisco,
California
| $68.1K | +$40 | +1 | +0.1% |
|
12
UBS Group
Zurich,
Switzerland
| $16.6K | – | – | – |
|
|
HI
13
Harbour Investments
Madison,
Wisconsin
| $13.1K | – | – | – |
|
|
OMC
14
Old Mission Capital
Chicago,
Illinois
| – | -$456K | -11,497 | Closed |
|
|
15
Citadel Advisors
Miami,
Florida
| – | -$301K | -7,592 | Closed |
|
DBEZ Hedge Fund Activity: Q2 2023 in Review
13 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI Eurozone Hedged Equity ETF (DBEZ) for Q2 2023, worth a combined $34.5M — up 68% from $20.5M 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 1 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.08M. The largest seller was Old Mission Capital, exiting entirely with an estimated $456K sold.
- 13 institutional investors held Xtrackers MSCI Eurozone Hedged Equity ETF (DBEZ) as of Q2 2023, up from 12 in Q1 2023.
- Funds reported $34.5M of Xtrackers MSCI Eurozone Hedged Equity ETF stock for Q2 2023, up 68% quarter-over-quarter.
- 3 funds opened new Xtrackers MSCI Eurozone Hedged Equity ETF positions in Q2 2023 and 2 closed out, a net change of +1 holder.
- The largest Xtrackers MSCI Eurozone Hedged Equity ETF buyer in Q2 2023 was Morgan Stanley, an estimated $4.08M added.
- The largest Xtrackers MSCI Eurozone Hedged Equity ETF seller in Q2 2023 was Old Mission Capital, an estimated $456K sold.
Based on aggregated 13F filings for Q2 2023.