The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF
DEMZ
3 hedge funds and large institutions have $51K invested in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.
200% more funds holding
Funds holding: 1 → 3 (+2)
31% more capital invested
Capital invested by funds: $39K → $51K (+$12K)
0.11% less ownership
Funds ownership: 1.69% → 1.58% (-0.11%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFGIW
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
+$10.3K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.18K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.96K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Osaic Holdings
Scottsdale,
Arizona
| $39K | -$2.96K | -125 | -7% |
|
|
JFGIW
2
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $11K | +$10.3K | +437 | New |
|
|
3
UBS Group
Zurich,
Switzerland
| $1K | +$1.18K | +50 | New |
|
DEMZ Hedge Fund Activity: Q1 2021 in Review
3 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) for Q1 2021, worth a combined $51K — up 31% from $39K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new DEMZ positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Johnson Financial Group Inc (Wisconsin), opening a new position worth an estimated $10.3K. The largest seller was Osaic Holdings, cutting an estimated $2.96K.
- 3 institutional investors held The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) as of Q1 2021, up from 1 in Q4 2020.
- Funds reported $51K of The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF stock for Q1 2021, up 31% quarter-over-quarter.
- 2 funds opened new The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF positions in Q1 2021 and 0 closed out, a net change of +2 holders.
- The largest The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF buyer in Q1 2021 was Johnson Financial Group Inc (Wisconsin), an estimated $10.3K added.
- The largest The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF seller in Q1 2021 was Osaic Holdings, an estimated $2.96K sold.
Based on aggregated 13F filings for Q1 2021.