DCOR icon

U.S. Core Equity 1 Portfolio ETF Class Shares

140 hedge funds and large institutions have $986M invested in U.S. Core Equity 1 Portfolio ETF Class Shares in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 89 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 20

190% more capital inflows, than outflows

Capital inflows: $175M | Capital outflows: $60.5M

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

9% more funds holding

Funds holding: 129 → 140 (+11)

6% more funds holding in top 10

Funds holding in top 10: 17 → 18 (+1)

3.71% less ownership

Funds ownership: 75.65% → 71.93% (-3.7%)

Holders
140
Holders Change
+11
Holders Change %
+8.53%
% of All Funds
1.87%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.24%
New
24
Increased
89
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

DCOR Hedge Fund Activity: Q1 2025 in Review

140 of the 7,478 institutional investors tracked by Wall St. Rank reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) for Q1 2025, worth a combined $986M — up 7.4% from $918M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DCOR positions and 10 closed out — a net gain of 14 holders — while 89 added to existing stakes and 20 trimmed.

The largest buyer was Quantum Financial Advisors, opening a new position worth an estimated $17.4M. The largest seller was Essential Planning, cutting an estimated $44.2M.

  • 140 institutional investors held U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) as of Q1 2025, up from 129 in Q4 2024.
  • Funds reported $986M of U.S. Core Equity 1 Portfolio ETF Class Shares stock for Q1 2025, up 7.4% quarter-over-quarter.
  • 24 funds opened new U.S. Core Equity 1 Portfolio ETF Class Shares positions in Q1 2025 and 10 closed out, a net change of +14 holders.
  • The largest U.S. Core Equity 1 Portfolio ETF Class Shares buyer in Q1 2025 was Quantum Financial Advisors, an estimated $17.4M added.
  • The largest U.S. Core Equity 1 Portfolio ETF Class Shares seller in Q1 2025 was Essential Planning, an estimated $44.2M sold.

Based on aggregated 13F filings for Q1 2025.