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Xtrackers Russell US Multifactor ETF

38 hedge funds and large institutions have $106M invested in Xtrackers Russell US Multifactor ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

36% more capital invested

Capital invested by funds: $78.5M → $106M (+$27.9M)

12% more funds holding

Funds holding: 3438 (+4)

11.46% more ownership

Funds ownership: 61.77%73.23% (+11%)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
11
Reduced
14
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$14.1M +$159K +3,591 +1%
Morgan Stanley
2
Morgan Stanley
New York
$13.7M +$6.43M +145,297 +102%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$12.9M +$1.14M +25,782 +10%
CA
4
Crumly & Associates
Illinois
$12.6M +$4.36M +98,586 +60%
RW
5
RVW Wealth
California
$8.6M -$276K -6,233 -3%
BWM
6
BKM Wealth Management
Wisconsin
$7.68M +$7.13M +161,194 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$7.27M -$299K -6,748 -4%
Ameriprise
8
Ameriprise
Minnesota
$6.04M +$210K +4,740 +4%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$4.89M -$39.5K -892 -0.9%
UBS Group
10
UBS Group
Switzerland
$2.81M -$7.96K -180 -0.3%
GSIAS
11
Garden State Investment Advisory Services
New Jersey
$2.68M -$91.4K -2,065 -4%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$1.86M +$2.21K +50 +0.1%
LSA
13
L & S Advisors
California
$1.76M +$93.3K +2,109 +6%
GA
14
Goldstein Advisors
Wisconsin
$1.57M -$102K -2,306 -7%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.43M +$309K +6,994 +30%
LPL Financial
16
LPL Financial
California
$1.41M -$378K -8,554 -22%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$990K -$29.1K -657 -3%
GWM
18
Geneos Wealth Management
Colorado
$763K -$80.2K -1,812 -10%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$651K +$2.57K +58 +0.4%
GS
20
GTS Securities
New York
$636K +$158K +3,569 +36%
FCT
21
Family Capital Trust
Massachusetts
$401K -$1.99K -45 -0.5%
RJA
22
Raymond James & Associates
Florida
$276K -$8.85K -200 -3%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$267K -$24.3K -550 -9%
TFS
24
Thoroughbred Financial Services
Tennessee
$218K +$203K +4,582 New
AWM
25
Avior Wealth Management
Nebraska
$210K +$310 +7 +0.2%

DEUS Hedge Fund Activity: Q4 2023 in Review

38 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Xtrackers Russell US Multifactor ETF (DEUS) for Q4 2023, worth a combined $106M — up 36% from $78.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new DEUS positions and 1 closed out — a net gain of 4 holders — while 11 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.43M. The largest seller was Strategic Financial Concepts, exiting entirely with an estimated $560K sold.

  • 38 institutional investors held Xtrackers Russell US Multifactor ETF (DEUS) as of Q4 2023, up from 34 in Q3 2023.
  • Funds reported $106M of Xtrackers Russell US Multifactor ETF stock for Q4 2023, up 36% quarter-over-quarter.
  • 5 funds opened new Xtrackers Russell US Multifactor ETF positions in Q4 2023 and 1 closed out, a net change of +4 holders.
  • The largest Xtrackers Russell US Multifactor ETF buyer in Q4 2023 was Morgan Stanley, an estimated $6.43M added.
  • The largest Xtrackers Russell US Multifactor ETF seller in Q4 2023 was Strategic Financial Concepts, an estimated $560K sold.

Based on aggregated 13F filings for Q4 2023.