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DDV

Defined Duration 5 ETF
DDV

1 hedge funds and large institutions have $4.06M invested in Defined Duration 5 ETF in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

85.39% more ownership

Funds ownership: 0% → 85.39% (+85%)

Holders
1
Holders Change
+1
Holders Change %
–
% of All Funds
0.01%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
1
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OFG
Orcam Financial Group
California
+$4.06M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
1
Orcam Financial Group
California
$4.06M +$4.06M +162,248 New

DDV Hedge Fund Activity: Q4 2025 in Review

1 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Defined Duration 5 ETF (DDV) for Q4 2025, worth a combined $4.06M.

Buyers outnumbered sellers: 1 fund opened new DDV positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Orcam Financial Group, opening a new position worth an estimated $4.06M.

  • 1 institutional investor held Defined Duration 5 ETF (DDV) as of Q4 2025, up from 0 in Q3 2025.
  • Funds reported $4.06M of Defined Duration 5 ETF stock for Q4 2025.
  • 1 fund opened new Defined Duration 5 ETF positions in Q4 2025 and 0 closed out, a net change of +1 holder.
  • The largest Defined Duration 5 ETF buyer in Q4 2025 was Orcam Financial Group, an estimated $4.06M added.

Based on aggregated 13F filings for Q4 2025.