U.S. Core Equity 1 Portfolio ETF Class Shares
DCOR
51 hedge funds and large institutions have $169M invested in U.S. Core Equity 1 Portfolio ETF Class Shares in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and closing their positions.
18,504% more capital inflows, than outflows
Capital inflows: $132M | Capital outflows: $710K
410% more funds holding
Funds holding: 10 → 51 (+41)
13.99% more ownership
Funds ownership: 2.79% → 16.78% (+14%)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YAL
Your Advocates Ltd
Houston,
Texas
|
+$52.8M |
| 2 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$15.5M |
| 3 |
MWA
Monograph Wealth Advisors
Manhattan Beach,
California
|
+$14.2M |
| 4 |
Pure Financial Advisors
San Diego,
California
|
+$7.34M |
| 5 |
CC
Copperleaf Capital
Raleigh,
North Carolina
|
+$3.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$184K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$159K |
| 3 |
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$136K |
| 4 |
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$136K |
| 5 |
Jane Street
New York
|
-$50K |
DCOR Hedge Fund Activity: Q4 2023 in Review
51 of the 6,873 institutional investors tracked by Wall St. Rank reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) for Q4 2023, worth a combined $169M — up 569% from $25.4M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new DCOR positions and 0 closed out — a net gain of 41 holders — while 3 added to existing stakes and 6 trimmed.
The largest buyer was Your Advocates Ltd, opening a new position worth an estimated $52.8M. The largest seller was Truist Financial, cutting an estimated $184K.
- 51 institutional investors held U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) as of Q4 2023, up from 10 in Q3 2023.
- Funds reported $169M of U.S. Core Equity 1 Portfolio ETF Class Shares stock for Q4 2023, up 569% quarter-over-quarter.
- 41 funds opened new U.S. Core Equity 1 Portfolio ETF Class Shares positions in Q4 2023 and 0 closed out, a net change of +41 holders.
- The largest U.S. Core Equity 1 Portfolio ETF Class Shares buyer in Q4 2023 was Your Advocates Ltd, an estimated $52.8M added.
- The largest U.S. Core Equity 1 Portfolio ETF Class Shares seller in Q4 2023 was Truist Financial, an estimated $184K sold.
Based on aggregated 13F filings for Q4 2023.