U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
671 hedge funds and large institutions have $15.3B invested in U.S. Core Equity 2 Portfolio ETF Class Shares in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 313 increasing their positions, 164 reducing their positions, and 18 closing their positions.
751% more capital inflows, than outflows
Capital inflows: $1.59B | Capital outflows: $187M
150% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 18
91% more repeat investments, than reductions
Existing positions increased: 313 | Existing positions reduced: 164
3% more funds holding
Funds holding: 651 → 671 (+20)
1.92% more ownership
Funds ownership: 71.64% → 73.56% (+1.9%)
1% less funds holding in top 10
Funds holding in top 10: 162 → 160 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$345M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$342M |
| 3 |
Forum Financial Management
Lombard,
Illinois
|
+$131M |
| 4 |
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$45.9M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$41.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Greenspring Advisors
Towson,
Maryland
|
-$24.2M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$16.9M |
| 3 |
Cetera Advisors
Denver,
Colorado
|
-$16M |
| 4 |
Jane Street
New York
|
-$9.6M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$8.79M |
DFAC Hedge Fund Activity: Q2 2023 in Review
671 of the 6,388 institutional investors tracked by Wall St. Rank reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) for Q2 2023, worth a combined $15.3B — down 4.9% from $16B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new DFAC positions and 18 closed out — a net gain of 27 holders — while 313 added to existing stakes and 164 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $345M. The largest seller was Greenspring Advisors, cutting an estimated $24.2M.
- 671 institutional investors held U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) as of Q2 2023, up from 651 in Q1 2023.
- Funds reported $15.3B of U.S. Core Equity 2 Portfolio ETF Class Shares stock for Q2 2023, down 4.9% quarter-over-quarter.
- 45 funds opened new U.S. Core Equity 2 Portfolio ETF Class Shares positions in Q2 2023 and 18 closed out, a net change of +27 holders.
- The largest U.S. Core Equity 2 Portfolio ETF Class Shares buyer in Q2 2023 was Mercer Global Advisors, an estimated $345M added.
- The largest U.S. Core Equity 2 Portfolio ETF Class Shares seller in Q2 2023 was Greenspring Advisors, an estimated $24.2M sold.
Based on aggregated 13F filings for Q2 2023.