U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
768 hedge funds and large institutions have $19B invested in U.S. Core Equity 2 Portfolio ETF Class Shares in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 288 increasing their positions, 224 reducing their positions, and 26 closing their positions.
350% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 26
289% more capital inflows, than outflows
Capital inflows: $1.66B | Capital outflows: $428M
29% more repeat investments, than reductions
Existing positions increased: 288 | Existing positions reduced: 224
21% more funds holding in top 10
Funds holding in top 10: 167 → 202 (+35)
11% more funds holding
Funds holding: 689 → 768 (+79)
1.94% more ownership
Funds ownership: 76.74% → 78.68% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$171M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$92.3M |
| 3 |
Apella Capital
West Hartford,
Connecticut
|
+$75.6M |
| 4 |
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$53M |
| 5 |
PWS
Paragon Wealth Strategies
Jacksonville,
Florida
|
+$39.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$177M |
| 2 |
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
-$58.1M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$41.8M |
| 4 |
United Capital Financial Advisors
Irving,
Texas
|
-$16.2M |
| 5 |
RFG Advisory
Birmingham,
Alabama
|
-$9.41M |
DFAC Hedge Fund Activity: Q4 2023 in Review
768 of the 6,875 institutional investors tracked by Wall St. Rank reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) for Q4 2023, worth a combined $19B — up 18% from $16.1B a quarter earlier.
Buyers outnumbered sellers: 117 funds opened new DFAC positions and 26 closed out — a net gain of 91 holders — while 288 added to existing stakes and 224 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $171M. The largest seller was Strategic Investment Solutions, cutting an estimated $177M.
- 768 institutional investors held U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) as of Q4 2023, up from 689 in Q3 2023.
- Funds reported $19B of U.S. Core Equity 2 Portfolio ETF Class Shares stock for Q4 2023, up 18% quarter-over-quarter.
- 117 funds opened new U.S. Core Equity 2 Portfolio ETF Class Shares positions in Q4 2023 and 26 closed out, a net change of +91 holders.
- The largest U.S. Core Equity 2 Portfolio ETF Class Shares buyer in Q4 2023 was Mercer Global Advisors, an estimated $171M added.
- The largest U.S. Core Equity 2 Portfolio ETF Class Shares seller in Q4 2023 was Strategic Investment Solutions, an estimated $177M sold.
Based on aggregated 13F filings for Q4 2023.