The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF
DEMZ
16 hedge funds and large institutions have $6.63M invested in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 6 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
0.36% less ownership
Funds ownership: 17.51% → 17.16% (-0.36%)
7% less capital invested
Capital invested by funds: $7.12M → $6.63M (-$491K)
16% less funds holding
Funds holding: 19 → 16 (-3)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$2.03M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$218K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$59.2K |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$26.3K |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$18.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$289K |
| 2 |
MFG
Mendota Financial Group
Madison,
Wisconsin
|
-$118K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$58.8K |
| 4 |
FS
Financially Speaking
Greenwood Village,
Colorado
|
-$44.8K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$11.9K |
DEMZ Hedge Fund Activity: Q1 2025 in Review
16 of the 7,463 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 2025, worth a combined $6.63M — down 6.9% from $7.12M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of DEMZ and 4 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 6 added.
The largest buyer was Creative Planning, opening a new position worth an estimated $2.03M. The largest seller was Jane Street, exiting entirely with an estimated $289K sold.
- 16 institutional investors held The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) as of Q1 2025, down from 19 in Q4 2024.
- Funds reported $6.63M of The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF stock for Q1 2025, down 6.9% quarter-over-quarter.
- 4 funds opened new The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF positions in Q1 2025 and 6 closed out, a net change of -2 holders.
- The largest The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF buyer in Q1 2025 was Creative Planning, an estimated $2.03M added.
- The largest The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF seller in Q1 2025 was Jane Street, an estimated $289K sold.
Based on aggregated 13F filings for Q1 2025.