We are live on ! Find out more
DDX

Defined Duration 10 ETF
DDX

4 hedge funds and large institutions have $29.7M invested in Defined Duration 10 ETF in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

3.12% more ownership

Funds ownership: 85.05% → 88.17% (+3.1%)

1% more capital invested

Capital invested by funds: $29.4M → $29.7M (+$314K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

20% less funds holding

Funds holding: 5 → 4 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
4
Holders Change
-1
Holders Change %
-20%
% of All Funds
0.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
–
Increased
2
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OFG
Orcam Financial Group
California
+$1.96M
2
PFA
Pathway Financial Advisors
Vermont
+$12.1K

Top Sellers

Rank Fund Capital Flow
1
GS
GTS Securities
Florida
-$317K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$211K

DDX Hedge Fund Activity: Q3 2023 in Review

4 of the 6,308 institutional investors tracked by Wall St. Rank reported a position in Defined Duration 10 ETF (DDX) for Q3 2023, worth a combined $29.7M — up 1.1% from $29.4M 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 2 added.

The largest buyer was Orcam Financial Group, adding an estimated $1.96M. The largest seller was GTS Securities, exiting entirely with an estimated $317K sold.

  • 4 institutional investors held Defined Duration 10 ETF (DDX) as of Q3 2023, down from 5 in Q2 2023.
  • Funds reported $29.7M of Defined Duration 10 ETF stock for Q3 2023, up 1.1% quarter-over-quarter.
  • 0 funds opened new Defined Duration 10 ETF positions in Q3 2023 and 1 closed out, a net change of -1 holder.
  • The largest Defined Duration 10 ETF buyer in Q3 2023 was Orcam Financial Group, an estimated $1.96M added.
  • The largest Defined Duration 10 ETF seller in Q3 2023 was GTS Securities, an estimated $317K sold.

Based on aggregated 13F filings for Q3 2023.