U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
546 hedge funds and large institutions have $9B invested in U.S. Core Equity 2 Portfolio ETF Class Shares in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 268 increasing their positions, 126 reducing their positions, and 31 closing their positions.
980% more capital inflows, than outflows
Capital inflows: $917M | Capital outflows: $84.9M
113% more repeat investments, than reductions
Existing positions increased: 268 | Existing positions reduced: 126
8% more funds holding in top 10
Funds holding in top 10: 117 → 126 (+9)
2.01% more ownership
Funds ownership: 63.41% → 65.42% (+2%)
10% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 31
1% less funds holding
Funds holding: 550 → 546 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$115M |
| 2 |
Cerity Partners
New York
|
+$83.7M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$57M |
| 4 |
Forum Financial Management
Lombard,
Illinois
|
+$33M |
| 5 |
Geometric Wealth Advisors
Washington,
District of Columbia
|
+$25.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Passive Capital Management
Baltimore,
Maryland
|
-$10M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$5.14M |
| 3 |
MFC
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
-$5.08M |
| 4 |
Sequoia Financial Advisors
Akron,
Ohio
|
-$3.09M |
| 5 |
WMS Partners
Towson,
Maryland
|
-$2.39M |
DFAC Hedge Fund Activity: Q3 2022 in Review
546 of the 5,831 institutional investors tracked by Wall St. Rank reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) for Q3 2022, worth a combined $9B — up 3.9% from $8.66B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new DFAC positions and 31 closed out — a net gain of 3 holders — while 268 added to existing stakes and 126 trimmed.
The largest buyer was Focus Partners Advisor Solutions, adding an estimated $115M. The largest seller was Passive Capital Management, cutting an estimated $10M.
- 546 institutional investors held U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) as of Q3 2022, down from 550 in Q2 2022.
- Funds reported $9B of U.S. Core Equity 2 Portfolio ETF Class Shares stock for Q3 2022, up 3.9% quarter-over-quarter.
- 34 funds opened new U.S. Core Equity 2 Portfolio ETF Class Shares positions in Q3 2022 and 31 closed out, a net change of +3 holders.
- The largest U.S. Core Equity 2 Portfolio ETF Class Shares buyer in Q3 2022 was Focus Partners Advisor Solutions, an estimated $115M added.
- The largest U.S. Core Equity 2 Portfolio ETF Class Shares seller in Q3 2022 was Passive Capital Management, an estimated $10M sold.
Based on aggregated 13F filings for Q3 2022.