U.S. Core Equity 1 Portfolio ETF Class Shares
DCOR
86 hedge funds and large institutions have $404M invested in U.S. Core Equity 1 Portfolio ETF Class Shares in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 8 reducing their positions, and 4 closing their positions.
1,195% more capital inflows, than outflows
Capital inflows: $171M | Capital outflows: $13.2M
563% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 8
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
13.89% more ownership
Funds ownership: 22.06% → 35.95% (+14%)
13% more funds holding
Funds holding: 76 → 86 (+10)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pure Financial Advisors
San Diego,
California
|
+$77.6M |
| 2 |
KSWWM
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
|
+$12.7M |
| 3 |
AFG
Altiora Financial Group
Lebanon,
Ohio
|
+$8.23M |
| 4 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
+$6.48M |
| 5 |
RK
Rather & Kittrell
Knoxville,
Tennessee
|
+$5.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
-$5.38M |
| 2 |
PS
Portfolio Strategies
Monsey,
New York
|
-$4.23M |
| 3 |
Lincoln National Corp
Radnor,
Pennsylvania
|
-$2.2M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$491K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$373K |
DCOR Hedge Fund Activity: Q2 2024 in Review
86 of the 6,940 institutional investors tracked by Wall St. Rank reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) for Q2 2024, worth a combined $404M — up 66% from $244M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new DCOR positions and 4 closed out — a net gain of 12 holders — while 53 added to existing stakes and 8 trimmed.
The largest buyer was Pure Financial Advisors, adding an estimated $77.6M. The largest seller was Capital Investment Advisory Services, cutting an estimated $5.38M.
- 86 institutional investors held U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) as of Q2 2024, up from 76 in Q1 2024.
- Funds reported $404M of U.S. Core Equity 1 Portfolio ETF Class Shares stock for Q2 2024, up 66% quarter-over-quarter.
- 16 funds opened new U.S. Core Equity 1 Portfolio ETF Class Shares positions in Q2 2024 and 4 closed out, a net change of +12 holders.
- The largest U.S. Core Equity 1 Portfolio ETF Class Shares buyer in Q2 2024 was Pure Financial Advisors, an estimated $77.6M added.
- The largest U.S. Core Equity 1 Portfolio ETF Class Shares seller in Q2 2024 was Capital Investment Advisory Services, an estimated $5.38M sold.
Based on aggregated 13F filings for Q2 2024.