The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF
DEMZ
9 hedge funds and large institutions have $431K invested in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 0 closing their positions.
29% more funds holding
Funds holding: 7 → 9 (+2)
10% more capital invested
Capital invested by funds: $392K → $431K (+$39.4K)
0.21% more ownership
Funds ownership: 1.61% → 1.82% (+0.21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$25.2K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$25.1K |
| 3 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$1.5K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SC
1
Steph & Co
Marinette,
Wisconsin
| $115K | – | – | – |
|
|
MFG
2
Mendota Financial Group
Madison,
Wisconsin
| $106K | – | – | – |
|
3
US Bancorp
Minneapolis,
Minnesota
| $59.7K | – | – | – |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $54K | – | – | – |
|
|
AF
5
Advisornet Financial
Minnetonka,
Minnesota
| $33K | +$1.5K | +55 | +5% |
|
|
6
UBS Group
Zurich,
Switzerland
| $24.3K | +$25.1K | +920 | New |
|
|
7
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $24K | +$25.2K | +922 | New |
|
|
JFGIW
8
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $11.5K | – | – | – |
|
|
AF
9
Allworth Financial
Folsom,
California
| $4.54K | – | – | – |
|
DEMZ Hedge Fund Activity: Q3 2023 in Review
9 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) for Q3 2023, worth a combined $431K — up 10% from $392K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new DEMZ positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $25.2K.
- 9 institutional investors held The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) as of Q3 2023, up from 7 in Q2 2023.
- Funds reported $431K of The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF stock for Q3 2023, up 10% quarter-over-quarter.
- 2 funds opened new The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF positions in Q3 2023 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 Q3 2023 was Carson Wealth (CWM LLC), an estimated $25.2K added.
Based on aggregated 13F filings for Q3 2023.