The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF
DEMZ
20 hedge funds and large institutions have $7.13M invested in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
310% more capital inflows, than outflows
Capital inflows: $998K | Capital outflows: $243K
43% more funds holding
Funds holding: 14 → 20 (+6)
1.1% more ownership
Funds ownership: 16.43% → 17.53% (+1.1%)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCF Advisors
Covington,
Kentucky
|
+$405K |
| 2 |
Jane Street
New York
|
+$293K |
| 3 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$176K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$59.6K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$12.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wedbush Securities
Los Angeles,
California
|
-$216K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$16.4K |
| 3 |
Morgan Stanley
New York
|
-$9.5K |
| 4 |
Advisornet Financial
Minnetonka,
Minnesota
|
-$1.28K |
DEMZ Hedge Fund Activity: Q4 2024 in Review
20 of the 7,622 institutional investors tracked by Wall St. Rank reported a position in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) for Q4 2024, worth a combined $7.13M — up 12% from $6.36M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DEMZ positions and 1 closed out — a net gain of 6 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was MCF Advisors, opening a new position worth an estimated $405K. The largest seller was Wedbush Securities, exiting entirely with an estimated $216K sold.
- 20 institutional investors held The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) as of Q4 2024, up from 14 in Q3 2024.
- Funds reported $7.13M of The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF stock for Q4 2024, up 12% quarter-over-quarter.
- 7 funds opened new The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF positions in Q4 2024 and 1 closed out, a net change of +6 holders.
- The largest The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF buyer in Q4 2024 was MCF Advisors, an estimated $405K added.
- The largest The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF seller in Q4 2024 was Wedbush Securities, an estimated $216K sold.
Based on aggregated 13F filings for Q4 2024.