U.S. Core Equity 1 Portfolio ETF Class Shares
DCOR
76 hedge funds and large institutions have $244M invested in U.S. Core Equity 1 Portfolio ETF Class Shares in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 33 increasing their positions, 5 reducing their positions, and 7 closing their positions.
560% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 5
410% more capital inflows, than outflows
Capital inflows: $69M | Capital outflows: $13.5M
357% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 7
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
49% more funds holding
Funds holding: 51 → 76 (+25)
5.28% more ownership
Funds ownership: 16.78% → 22.06% (+5.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$5.66M |
| 2 |
Smartleaf Asset Management
Boston,
Massachusetts
|
+$5.58M |
| 3 |
Pure Financial Advisors
San Diego,
California
|
+$5.31M |
| 4 |
KWM
Keating Wealth Management
Denver,
Colorado
|
+$4.87M |
| 5 |
GOCP
Great Oak Capital Partners
South Easton,
Massachusetts
|
+$4.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YAL
Your Advocates Ltd
Houston,
Texas
|
-$7.46M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.66M |
| 3 |
Jane Street
New York
|
-$1.15M |
| 4 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$768K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$696K |
DCOR Hedge Fund Activity: Q1 2024 in Review
76 of the 6,963 institutional investors tracked by Wall St. Rank reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) for Q1 2024, worth a combined $244M — up 44% from $169M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new DCOR positions and 7 closed out — a net gain of 25 holders — while 33 added to existing stakes and 5 trimmed.
The largest buyer was Betterment LLC, opening a new position worth an estimated $5.66M. The largest seller was Your Advocates Ltd, cutting an estimated $7.46M.
- 76 institutional investors held U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) as of Q1 2024, up from 51 in Q4 2023.
- Funds reported $244M of U.S. Core Equity 1 Portfolio ETF Class Shares stock for Q1 2024, up 44% quarter-over-quarter.
- 32 funds opened new U.S. Core Equity 1 Portfolio ETF Class Shares positions in Q1 2024 and 7 closed out, a net change of +25 holders.
- The largest U.S. Core Equity 1 Portfolio ETF Class Shares buyer in Q1 2024 was Betterment LLC, an estimated $5.66M added.
- The largest U.S. Core Equity 1 Portfolio ETF Class Shares seller in Q1 2024 was Your Advocates Ltd, an estimated $7.46M sold.
Based on aggregated 13F filings for Q1 2024.