Defined Duration 10 ETF
3 hedge funds and large institutions have $22.8M invested in Defined Duration 10 ETF in 2022 Q4 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
3% less capital invested
Capital invested by funds: $23.6M → $22.8M (-$765K)
1.95% less ownership
Funds ownership: 78.99% → 77.04% (-1.9%)
25% less funds holding
Funds holding: 4 → 3 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFG
Orcam Financial Group
Encinitas,
California
|
+$53.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFA
Pathway Financial Advisors
South Burlington,
Vermont
|
-$1.56M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.14K |
DDX Hedge Fund Activity: Q4 2022 in Review
3 of the 6,235 institutional investors tracked by Wall St. Rank reported a position in Defined Duration 10 ETF (DDX) for Q4 2022, worth a combined $22.8M — down 3.2% from $23.6M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of DDX and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 1 added.
The largest buyer was Orcam Financial Group, adding an estimated $53.4K. The largest seller was Pathway Financial Advisors, exiting entirely with an estimated $1.56M sold.
- 3 institutional investors held Defined Duration 10 ETF (DDX) as of Q4 2022, down from 4 in Q3 2022.
- Funds reported $22.8M of Defined Duration 10 ETF stock for Q4 2022, down 3.2% quarter-over-quarter.
- 0 funds opened new Defined Duration 10 ETF positions in Q4 2022 and 1 closed out, a net change of -1 holder.
- The largest Defined Duration 10 ETF buyer in Q4 2022 was Orcam Financial Group, an estimated $53.4K added.
- The largest Defined Duration 10 ETF seller in Q4 2022 was Pathway Financial Advisors, an estimated $1.56M sold.
Based on aggregated 13F filings for Q4 2022.