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Xtrackers Russell US Multifactor ETF

30 hedge funds and large institutions have $146M invested in Xtrackers Russell US Multifactor ETF in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

56% more capital invested

Capital invested by funds: $93.5M → $146M (+$52.7M)

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

9.25% more ownership

Funds ownership: 61.82%71.06% (+9.2%)

3% more funds holding

Funds holding: 2930 (+1)

65% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 17

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
4
Increased
6
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$41.4M +$9.22M +294,182 +30%
HI
2
Horizon Investments
North Carolina
$30.7M +$29.5M +941,014 New
RW
3
RVW Wealth
California
$15M +$14.4M +460,284 New
Bank of America
4
Bank of America
North Carolina
$10.1M -$3.44M -109,840 -26%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.13M -$1.82M -57,951 -17%
Morgan Stanley
6
Morgan Stanley
New York
$7M -$366K -11,669 -5%
CCP
7
Cardan Capital Partners
Colorado
$6.75M -$77.8K -2,482 -1%
MAFM
8
Mid Atlantic Financial Management
Pennsylvania
$6.7M +$1.65M +52,751 +35%
PCMC
9
Private Capital Management (Colorado)
Colorado
$3.34M -$233K -7,434 -7%
UBS Group
10
UBS Group
Switzerland
$3.34M +$172K +5,477 +6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.52M -$42.6K -1,360 -3%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$1.51M -$4.28M -136,686 -80%
LPL Financial
13
LPL Financial
California
$1.5M -$80.4K -2,566 -5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.29M +$425K +13,548 +52%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$1.07M +$31K +990 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$948K -$5.42K -173 -0.6%
Citadel Advisors
17
Citadel Advisors
Florida
$871K -$2.11M -67,388 -72%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$796K +$679K +21,654 +781%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$649K -$338K -10,771 -35%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$584K -$6.08K -194 -1%
SWP
21
Stratos Wealth Partners
Ohio
$561K -$68.9K -2,199 -11%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$538K -$2.25M -71,859 -81%
RJA
23
Raymond James & Associates
Florida
$436K -$29.5K -940 -7%
ASN
24
Advisory Services Network
Georgia
$324K -$5.74K -183 -2%
Wells Fargo
25
Wells Fargo
California
$116K

DEUS Hedge Fund Activity: Q1 2019 in Review

30 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Xtrackers Russell US Multifactor ETF (DEUS) for Q1 2019, worth a combined $146M — up 56% from $93.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new DEUS positions and 3 closed out — a net gain of 1 holder — while 6 added to existing stakes and 17 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $29.5M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $4.28M.

  • 30 institutional investors held Xtrackers Russell US Multifactor ETF (DEUS) as of Q1 2019, up from 29 in Q4 2018.
  • Funds reported $146M of Xtrackers Russell US Multifactor ETF stock for Q1 2019, up 56% quarter-over-quarter.
  • 4 funds opened new Xtrackers Russell US Multifactor ETF positions in Q1 2019 and 3 closed out, a net change of +1 holder.
  • The largest Xtrackers Russell US Multifactor ETF buyer in Q1 2019 was Horizon Investments, an estimated $29.5M added.
  • The largest Xtrackers Russell US Multifactor ETF seller in Q1 2019 was Carson Wealth (CWM LLC), an estimated $4.28M sold.

Based on aggregated 13F filings for Q1 2019.