Defined Duration 10 ETF
4 hedge funds and large institutions have $29.3M invested in Defined Duration 10 ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
33% more funds holding
Funds holding: 3 → 4 (+1)
28% more capital invested
Capital invested by funds: $22.8M → $29.3M (+$6.5M)
11.5% more ownership
Funds ownership: 77.04% → 88.54% (+11%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFG
Orcam Financial Group
Encinitas,
California
|
+$3.53M |
| 2 |
PFA
Pathway Financial Advisors
South Burlington,
Vermont
|
+$1.74M |
| 3 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$643 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$39.8K |
DDX Hedge Fund Activity: Q1 2023 in Review
4 of the 6,286 institutional investors tracked by Wall St. Rank reported a position in Defined Duration 10 ETF (DDX) for Q1 2023, worth a combined $29.3M — up 28% from $22.8M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new DDX positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Orcam Financial Group, adding an estimated $3.53M. The largest seller was UBS Group, cutting an estimated $39.8K.
- 4 institutional investors held Defined Duration 10 ETF (DDX) as of Q1 2023, up from 3 in Q4 2022.
- Funds reported $29.3M of Defined Duration 10 ETF stock for Q1 2023, up 28% quarter-over-quarter.
- 1 fund opened new Defined Duration 10 ETF positions in Q1 2023 and 0 closed out, a net change of +1 holder.
- The largest Defined Duration 10 ETF buyer in Q1 2023 was Orcam Financial Group, an estimated $3.53M added.
- The largest Defined Duration 10 ETF seller in Q1 2023 was UBS Group, an estimated $39.8K sold.
Based on aggregated 13F filings for Q1 2023.