U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
689 hedge funds and large institutions have $16.1B invested in U.S. Core Equity 2 Portfolio ETF Class Shares in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 297 increasing their positions, 188 reducing their positions, and 26 closing their positions.
1,027% more capital inflows, than outflows
Capital inflows: $1.55B | Capital outflows: $138M
92% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 26
58% more repeat investments, than reductions
Existing positions increased: 297 | Existing positions reduced: 188
4% more funds holding in top 10
Funds holding in top 10: 160 → 167 (+7)
3.18% more ownership
Funds ownership: 73.56% → 76.74% (+3.2%)
3% more funds holding
Funds holding: 671 → 689 (+18)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$186M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$159M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$122M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$112M |
| 5 |
Catalyst Capital Advisors
Huntington,
New York
|
+$80.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$23.2M |
| 2 |
Private Advisor Group
Morristown,
New Jersey
|
-$12.8M |
| 3 |
Hemington Wealth Management
Falls Church,
Virginia
|
-$4.85M |
| 4 |
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$4.31M |
| 5 |
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$4.31M |
DFAC Hedge Fund Activity: Q3 2023 in Review
689 of the 6,315 institutional investors tracked by Wall St. Rank reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) for Q3 2023, worth a combined $16.1B — up 5.2% from $15.3B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new DFAC positions and 26 closed out — a net gain of 24 holders — while 297 added to existing stakes and 188 trimmed.
The largest buyer was Strategic Investment Solutions, adding an estimated $186M. The largest seller was LPL Financial, cutting an estimated $23.2M.
- 689 institutional investors held U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) as of Q3 2023, up from 671 in Q2 2023.
- Funds reported $16.1B of U.S. Core Equity 2 Portfolio ETF Class Shares stock for Q3 2023, up 5.2% quarter-over-quarter.
- 50 funds opened new U.S. Core Equity 2 Portfolio ETF Class Shares positions in Q3 2023 and 26 closed out, a net change of +24 holders.
- The largest U.S. Core Equity 2 Portfolio ETF Class Shares buyer in Q3 2023 was Strategic Investment Solutions, an estimated $186M added.
- The largest U.S. Core Equity 2 Portfolio ETF Class Shares seller in Q3 2023 was LPL Financial, an estimated $23.2M sold.
Based on aggregated 13F filings for Q3 2023.