Merlyn.AI SectorSurfer Momentum ETF
DUDE
DUDE was delisted on the 10th of November, 2023.
10 hedge funds and large institutions have $96M invested in Merlyn.AI SectorSurfer Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 2 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
31% more capital invested
Capital invested by funds: $73.1M → $96M (+$23M)
11% more funds holding
Funds holding: 9 → 10 (+1)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
+$20.6M |
| 2 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
+$882K |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$77.7K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$19.2K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$7.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.57M |
| 2 |
CFG
CMC Financial Group
Atlanta,
Georgia
|
-$513K |
| 3 |
SEP
Southland Equity Partners
Wildwood,
Missouri
|
-$232K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$50.6K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$46.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFG
1
CMC Financial Group
Atlanta,
Georgia
| $59.6M | -$513K | -18,945 | -0.9% |
|
|
OPOWM
2
One Plus One Wealth Management
Jupiter,
Florida
| $22.6M | +$20.6M | +762,316 | +1,582% |
|
|
KPWS
3
Kestra Private Wealth Services
Austin,
Texas
| $8.28M | -$31K | -1,147 | -0.4% |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $3.05M | -$46.6K | -1,723 | -2% |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $933K | -$50.6K | -1,869 | -5% |
|
|
EF
6
Empirical Finance
Havertown,
Pennsylvania
| $908K | +$882K | +32,583 | New |
|
|
SPC
7
Sigma Planning Corp
Ann Arbor,
Michigan
| $579K | +$7.3K | +270 | +1% |
|
|
8
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $80K | +$77.7K | +2,873 | New |
|
|
9
UBS Group
Zurich,
Switzerland
| $20K | +$19.2K | +710 | New |
|
|
JWM
10
Janiczek Wealth Management
Denver,
Colorado
| $14K | – | – | – |
|
|
11
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$1.57M | -58,945 | Closed |
|
|
SEP
12
Southland Equity Partners
Wildwood,
Missouri
| – | -$232K | -8,686 | Closed |
|
DUDE Hedge Fund Activity: Q2 2021 in Review
10 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Merlyn.AI SectorSurfer Momentum ETF (DUDE) for Q2 2021, worth a combined $96M — up 31% from $73.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DUDE positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 4 trimmed.
The largest buyer was One Plus One Wealth Management, adding an estimated $20.6M. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $1.57M sold.
- 10 institutional investors held Merlyn.AI SectorSurfer Momentum ETF (DUDE) as of Q2 2021, up from 9 in Q1 2021.
- Funds reported $96M of Merlyn.AI SectorSurfer Momentum ETF stock for Q2 2021, up 31% quarter-over-quarter.
- 3 funds opened new Merlyn.AI SectorSurfer Momentum ETF positions in Q2 2021 and 2 closed out, a net change of +1 holder.
- The largest Merlyn.AI SectorSurfer Momentum ETF buyer in Q2 2021 was One Plus One Wealth Management, an estimated $20.6M added.
- The largest Merlyn.AI SectorSurfer Momentum ETF seller in Q2 2021 was Commonwealth Equity Services, an estimated $1.57M sold.
Based on aggregated 13F filings for Q2 2021.