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Xtrackers Russell US Multifactor ETF

40 hedge funds and large institutions have $110M invested in Xtrackers Russell US Multifactor ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

5% more funds holding

Funds holding: 3840 (+2)

3% more capital invested

Capital invested by funds: $106M → $110M (+$3.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.39% less ownership

Funds ownership: 73.23%68.84% (-4.4%)

50% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 18

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
0.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
9
Reduced
18
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$18.3M +$3.86M +78,629 +29%
Wells Fargo
2
Wells Fargo
California
$15.3M -$161K -3,277 -1%
CA
3
Crumly & Associates
Illinois
$11.8M -$1.86M -37,931 -14%
RW
4
RVW Wealth
California
$8.74M -$642K -13,078 -7%
BWM
5
BKM Wealth Management
Wisconsin
$8.24M -$158K -3,219 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$7.7M -$252K -5,131 -3%
Morgan Stanley
7
Morgan Stanley
New York
$7.65M -$6.94M -141,272 -49%
Ameriprise
8
Ameriprise
Minnesota
$6.63M -$15.3K -311 -0.2%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$5.17M -$169K -3,434 -3%
LPL Financial
10
LPL Financial
California
$3.09M +$1.46M +29,765 +101%
GSIAS
11
Garden State Investment Advisory Services
New Jersey
$2.97M +$50.1K +1,020 +2%
UBS Group
12
UBS Group
Switzerland
$2.78M -$280K -5,709 -10%
LSA
13
L & S Advisors
California
$1.95M +$16K +326 +0.9%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$1.83M -$193K -3,939 -10%
GA
15
Goldstein Advisors
Wisconsin
$1.57M -$143K -2,903 -9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.11M +$28.5K +581 +3%
GWM
17
Geneos Wealth Management
Colorado
$771K -$61.3K -1,248 -8%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$714K +$1.47K +30 +0.2%
SFC
19
Strategic Financial Concepts
Texas
$681K +$641K +13,057 New
AWM
20
Avior Wealth Management
Nebraska
$449K +$206K +4,196 +95%
FCT
21
Family Capital Trust
Massachusetts
$427K -$11.7K -238 -3%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$292K
TFS
23
Thoroughbred Financial Services
Tennessee
$262K +$21.7K +443 +10%
RJA
24
Raymond James & Associates
Florida
$245K -$54K -1,100 -19%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$240K -$1.25M -25,402 -85%

DEUS Hedge Fund Activity: Q1 2024 in Review

40 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Xtrackers Russell US Multifactor ETF (DEUS) for Q1 2024, worth a combined $110M — up 3% from $106M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new DEUS positions and 2 closed out — a net gain of 2 holders — while 9 added to existing stakes and 18 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $3.86M. The largest seller was Morgan Stanley, cutting an estimated $6.94M.

  • 40 institutional investors held Xtrackers Russell US Multifactor ETF (DEUS) as of Q1 2024, up from 38 in Q4 2023.
  • Funds reported $110M of Xtrackers Russell US Multifactor ETF stock for Q1 2024, up 3% quarter-over-quarter.
  • 4 funds opened new Xtrackers Russell US Multifactor ETF positions in Q1 2024 and 2 closed out, a net change of +2 holders.
  • The largest Xtrackers Russell US Multifactor ETF buyer in Q1 2024 was Royal Bank of Canada, an estimated $3.86M added.
  • The largest Xtrackers Russell US Multifactor ETF seller in Q1 2024 was Morgan Stanley, an estimated $6.94M sold.

Based on aggregated 13F filings for Q1 2024.