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Xtrackers MSCI EAFE ESG Leaders Equity ETF

22 hedge funds and large institutions have $14.2M invested in Xtrackers MSCI EAFE ESG Leaders Equity ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

22% more funds holding

Funds holding: 1822 (+4)

14% more capital invested

Capital invested by funds: $12.5M → $14.2M (+$1.74M)

0.49% more ownership

Funds ownership: 34.07%34.55% (+0.49%)

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PVI
1
Pine Valley Investments
New Jersey
$3.37M -$22.2K -777 -0.7%
Bank of America
2
Bank of America
North Carolina
$3.37M +$151K +5,282 +5%
PCIA
3
Prime Capital Investment Advisors
Kansas
$1.54M +$556K +19,446 +56%
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$765K +$38K +1,330 +5%
P
5
Palladiem
Pennsylvania
$755K -$25.9K -905 -3%
OMC
6
Old Mission Capital
Illinois
$611K
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$522K -$10.1K -353 -2%
CF
8
Cantor Fitzgerald
New York
$513K +$4.89K +171 +1%
Jane Street
9
Jane Street
New York
$404K +$406K +14,197 New
BCI
10
Brinker Capital Investments
Pennsylvania
$368K +$44.6K +1,561 +14%
OPS
11
Orion Portfolio Solutions
Nebraska
$368K +$44.6K +1,561 +14%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$331K +$333K +11,637 New
Osaic Holdings
13
Osaic Holdings
Arizona
$268K +$22.3K +780 +9%
Citadel Advisors
14
Citadel Advisors
Florida
$247K -$303K -10,600 -55%
RCS
15
Retirement Capital Strategies
California
$208K +$209K +7,303 New
ME
16
McIlrath & Eck
Washington
$183K +$100K +3,508 +120%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$126K +$127K +4,426 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$104K
PGAM
19
Princeton Global Asset Management
New Jersey
$101K +$972 +34 +1%
CA
20
Clearstead Advisors
Ohio
$45K
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$36K
UBS Group
22
UBS Group
Switzerland
$6.12K -$12K -420 -66%

EASG Hedge Fund Activity: Q2 2023 in Review

22 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE ESG Leaders Equity ETF (EASG) for Q2 2023, worth a combined $14.2M — up 14% from $12.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EASG positions and 0 closed out — a net gain of 4 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was Prime Capital Investment Advisors, adding an estimated $556K. The largest seller was Citadel Advisors, cutting an estimated $303K.

  • 22 institutional investors held Xtrackers MSCI EAFE ESG Leaders Equity ETF (EASG) as of Q2 2023, up from 18 in Q1 2023.
  • Funds reported $14.2M of Xtrackers MSCI EAFE ESG Leaders Equity ETF stock for Q2 2023, up 14% quarter-over-quarter.
  • 4 funds opened new Xtrackers MSCI EAFE ESG Leaders Equity ETF positions in Q2 2023 and 0 closed out, a net change of +4 holders.
  • The largest Xtrackers MSCI EAFE ESG Leaders Equity ETF buyer in Q2 2023 was Prime Capital Investment Advisors, an estimated $556K added.
  • The largest Xtrackers MSCI EAFE ESG Leaders Equity ETF seller in Q2 2023 was Citadel Advisors, an estimated $303K sold.

Based on aggregated 13F filings for Q2 2023.