DEMZ icon

The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF
DEMZ

Overview Fund Activity

14 hedge funds and large institutions have $6.36M invested in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF in 2024 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and closing their positions.

Holders
14
Holders Change
–
Holders Change %
0%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
3
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWS
1
Maxwell Wealth Strategies
California
$1.97M
2
Morgan Stanley
2
Morgan Stanley
New York
$27.3K
3
Wells Fargo
3
Wells Fargo
California
$1.26K

Top Sellers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$2.15M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.15M
3
MFG
3
Mendota Financial Group
Wisconsin
$142K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$2.15M 59,695 -22,961 -28%
MWS
2
Maxwell Wealth Strategies
California
$1.97M 55,311 +613 +1%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.15M 32,103 -4,487 -12%
AAG
4
Accordant Advisory Group
Maryland
$374K 10,400 – –
WS
5
Wedbush Securities
California
$216K 6,000 – –
SC
6
Steph & Co
Wisconsin
$149K 4,137 – –
MFG
7
Mendota Financial Group
Wisconsin
$142K 3,943 -57 -1%
US Bancorp
8
US Bancorp
Minnesota
$81.3K 2,261 – –
AF
9
Advisornet Financial
Minnesota
$41K 1,139 – –
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$38K 1,069 – –
Morgan Stanley
11
Morgan Stanley
New York
$27.3K 759 +184 +32%
JFGIW
12
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.7K 437 – –
AF
13
Allworth Financial
California
$6.24K 174 – –
Wells Fargo
14
Wells Fargo
California
$1.26K 35 +20 +133%
CFGS
15
Concourse Financial Group Securities
Alabama
– – – –