U.S. Small Cap Value Portfolio ETF Class Shares
DFSV
56 hedge funds and large institutions have $457M invested in U.S. Small Cap Value Portfolio ETF Class Shares in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 9 increasing their positions, reducing their positions, and 1 closing their positions.
11,935,969% more capital inflows, than outflows
Capital inflows: $239M | Capital outflows: $2K
4,300% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 1
331% more funds holding
Funds holding: 13 → 56 (+43)
21.92% more ownership
Funds ownership: 0.52% → 22.44% (+22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Merriman Wealth Management
Seattle,
Washington
|
+$140M |
| 2 |
Truepoint Inc
Cincinnati,
Ohio
|
+$18.4M |
| 3 |
B
BetterWealth
San Jose,
California
|
+$12.7M |
| 4 |
Balasa Dinverno & Foltz
|
+$12.3M |
| 5 |
3LCM
3D/L Capital Management
Hartford,
Connecticut
|
+$9.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2K |
DFSV Hedge Fund Activity: Q2 2022 in Review
56 of the 5,962 institutional investors tracked by Wall St. Rank reported a position in U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) for Q2 2022, worth a combined $457M — up 75% from $261M a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new DFSV positions and 1 closed out — a net gain of 43 holders — while 9 added to existing stakes and 0 trimmed.
The largest buyer was Merriman Wealth Management, opening a new position worth an estimated $140M. The largest seller was UBS Group, exiting entirely with an estimated $2K sold.
- 56 institutional investors held U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) as of Q2 2022, up from 13 in Q1 2022.
- Funds reported $457M of U.S. Small Cap Value Portfolio ETF Class Shares stock for Q2 2022, up 75% quarter-over-quarter.
- 44 funds opened new U.S. Small Cap Value Portfolio ETF Class Shares positions in Q2 2022 and 1 closed out, a net change of +43 holders.
- The largest U.S. Small Cap Value Portfolio ETF Class Shares buyer in Q2 2022 was Merriman Wealth Management, an estimated $140M added.
- The largest U.S. Small Cap Value Portfolio ETF Class Shares seller in Q2 2022 was UBS Group, an estimated $2K sold.
Based on aggregated 13F filings for Q2 2022.