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Xtrackers MSCI EAFE ESG Leaders Equity ETF

21 hedge funds and large institutions have $11.6M invested in Xtrackers MSCI EAFE ESG Leaders Equity ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 2

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

17% more funds holding

Funds holding: 1821 (+3)

0.41% more ownership

Funds ownership: 22.34%22.74% (+0.41%)

4% less capital invested

Capital invested by funds: $12.1M → $11.6M (-$518K)

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$4.21M +$231K +7,480 +5%
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$1.33M +$131K +4,250 +10%
PCIA
3
Prime Capital Investment Advisors
Kansas
$1.31M +$11.2K +363 +0.8%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$848K
APM
5
Advanced Portfolio Management
New York
$662K +$772K +25,000 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$598K +$2.78K +90 +0.4%
CFIA
7
Cantor Fitzgerald Investment Advisors
New York
$498K +$5.31K +172 +1%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$432K -$678K -21,956 -60%
VW
9
Veridan Wealth
Oregon
$277K +$284K +9,185 New
AWM
10
Aries Wealth Management
Maine
$267K
BCI
11
Brinker Capital Investments
Pennsylvania
$266K +$4.94K +160 +2%
OPS
12
Orion Portfolio Solutions
Nebraska
$266K +$4.94K +160 +2%
Osaic Holdings
13
Osaic Holdings
Arizona
$224K +$236K +7,649 New
ME
14
McIlrath & Eck
Washington
$129K +$5.13K +166 +4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$108K
PGAM
16
Princeton Global Asset Management
New Jersey
$62.6K +$741 +24 +1%
JP Morgan Chase
17
JP Morgan Chase
New York
$42.8K -$73.7K -2,387 -62%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$37K
AssetMark Inc
19
AssetMark Inc
California
$28.7K +$2.38K +77 +9%
DP
20
Denver PWM
Colorado
$20.1K +$247 +8 +1%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$29 +$31 +1 New
UBS Group
22
UBS Group
Switzerland
-$32.1K -975 Closed

EASG Hedge Fund Activity: Q4 2024 in Review

21 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Xtrackers MSCI EAFE ESG Leaders Equity ETF (EASG) for Q4 2024, worth a combined $11.6M — down 4.3% from $12.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EASG positions and 1 closed out — a net gain of 3 holders — while 11 added to existing stakes and 2 trimmed.

The largest buyer was Advanced Portfolio Management, opening a new position worth an estimated $772K. The largest seller was Susquehanna International Group, cutting an estimated $678K.

  • 21 institutional investors held Xtrackers MSCI EAFE ESG Leaders Equity ETF (EASG) as of Q4 2024, up from 18 in Q3 2024.
  • Funds reported $11.6M of Xtrackers MSCI EAFE ESG Leaders Equity ETF stock for Q4 2024, down 4.3% quarter-over-quarter.
  • 4 funds opened new Xtrackers MSCI EAFE ESG Leaders Equity ETF positions in Q4 2024 and 1 closed out, a net change of +3 holders.
  • The largest Xtrackers MSCI EAFE ESG Leaders Equity ETF buyer in Q4 2024 was Advanced Portfolio Management, an estimated $772K added.
  • The largest Xtrackers MSCI EAFE ESG Leaders Equity ETF seller in Q4 2024 was Susquehanna International Group, an estimated $678K sold.

Based on aggregated 13F filings for Q4 2024.