We are live on ! Find out more
DDV

Defined Duration 5 ETF

2 hedge funds and large institutions have $8.09M invested in Defined Duration 5 ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding

Funds holding: 12 (+1)

99% more capital invested

Capital invested by funds: $4.06M → $8.09M (+$4.02M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13.5% less ownership

Funds ownership: 85.39%71.89% (-13%)

Holders
2
Holders Change
+1
Holders Change %
+100%
% of All Funds
0.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
1
Increased
1
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
OFG
Orcam Financial Group
California
+$3.67M
2
GS
GTS Securities
New York
+$401K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
OFG
1
Orcam Financial Group
California
$7.69M +$3.67M +145,400 +90%
GS
2
GTS Securities
New York
$397K +$401K +15,874 New

DDV Hedge Fund Activity: Q1 2026 in Review

2 of the 8,134 institutional investors tracked by Wall St. Rank reported a position in Defined Duration 5 ETF (DDV) for Q1 2026, worth a combined $8.09M — up 99% from $4.06M a quarter earlier.

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

The largest buyer was Orcam Financial Group, adding an estimated $3.67M.

  • 2 institutional investors held Defined Duration 5 ETF (DDV) as of Q1 2026, up from 1 in Q4 2025.
  • Funds reported $8.09M of Defined Duration 5 ETF stock for Q1 2026, up 99% quarter-over-quarter.
  • 1 fund opened new Defined Duration 5 ETF positions in Q1 2026 and 0 closed out, a net change of +1 holder.
  • The largest Defined Duration 5 ETF buyer in Q1 2026 was Orcam Financial Group, an estimated $3.67M added.

Based on aggregated 13F filings for Q1 2026.