The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF
DEMZ
10 hedge funds and large institutions have $700K invested in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.
82% more capital invested
Capital invested by funds: $384K → $700K (+$316K)
67% more funds holding
Funds holding: 6 → 10 (+4)
1.12% more ownership
Funds ownership: 1.9% → 3.02% (+1.1%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$275K |
| 2 |
MFG
Mendota Financial Group
Madison,
Wisconsin
|
+$25.1K |
| 3 |
JFGIW
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
+$11K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.58K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$25 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Steph & Co
Marinette,
Wisconsin
|
-$35.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $279K | +$275K | +10,957 | New |
|
|
MFG
2
Mendota Financial Group
Madison,
Wisconsin
| $136K | +$25.1K | +1,000 | +25% |
|
|
SC
3
Steph & Co
Marinette,
Wisconsin
| $128K | -$35.8K | -1,426 | -22% |
|
4
US Bancorp
Minneapolis,
Minnesota
| $57.6K | – | – | – |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $52.1K | – | – | – |
|
|
AF
6
Advisornet Financial
Minnetonka,
Minnesota
| $30.4K | – | – | – |
|
|
JFGIW
7
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $11.1K | +$11K | +437 | New |
|
|
AF
8
Allworth Financial
Folsom,
California
| $4.38K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $1.6K | +$1.58K | +63 | New |
|
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$25 | +1 | New |
|
DEMZ Hedge Fund Activity: Q1 2023 in Review
10 of the 6,276 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 2023, worth a combined $700K — up 82% from $384K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DEMZ positions and 0 closed out — a net gain of 4 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $275K. The largest seller was Steph & Co, cutting an estimated $35.8K.
- 10 institutional investors held The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) as of Q1 2023, up from 6 in Q4 2022.
- Funds reported $700K of The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF stock for Q1 2023, up 82% quarter-over-quarter.
- 4 funds opened new The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF positions in Q1 2023 and 0 closed out, a net change of +4 holders.
- The largest The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF buyer in Q1 2023 was Citadel Advisors, an estimated $275K added.
- The largest The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF seller in Q1 2023 was Steph & Co, an estimated $35.8K sold.
Based on aggregated 13F filings for Q1 2023.