Merlyn.AI SectorSurfer Momentum ETF
DUDE
DUDE was delisted on the 10th of November, 2023.
7 hedge funds and large institutions have $90.9M invested in Merlyn.AI SectorSurfer Momentum ETF in 2021 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 3 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less capital invested
Capital invested by funds: $96M → $90.9M (-$5.15M)
30% less funds holding
Funds holding: 10 → 7 (-3)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
+$322K |
| 2 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$287K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$34.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFG
CMC Financial Group
Atlanta,
Georgia
|
-$985K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$933K |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$579K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$80K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$18K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFG
1
CMC Financial Group
Atlanta,
Georgia
| $56.6M | -$985K | -35,357 | -2% |
|
|
OPOWM
2
One Plus One Wealth Management
Jupiter,
Florida
| $22.1M | +$322K | +11,580 | +1% |
|
|
KPWS
3
Kestra Private Wealth Services
Austin,
Texas
| $8.28M | +$287K | +10,309 | +3% |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $2.92M | -$18K | -645 | -0.6% |
|
|
EF
5
Empirical Finance
Havertown,
Pennsylvania
| $877K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $53K | +$34.8K | +1,250 | +176% |
|
|
JWM
7
Janiczek Wealth Management
Denver,
Colorado
| $13K | – | – | – |
|
|
OMC
8
Old Mission Capital
Chicago,
Illinois
| – | -$933K | -33,453 | Closed |
|
|
SPC
9
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$579K | -20,770 | Closed |
|
|
10
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$80K | -2,873 | Closed |
|
DUDE Hedge Fund Activity: Q3 2021 in Review
7 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Merlyn.AI SectorSurfer Momentum ETF (DUDE) for Q3 2021, worth a combined $90.9M — down 5.4% from $96M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of DUDE and 0 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 3 added.
The largest buyer was One Plus One Wealth Management, adding an estimated $322K. The largest seller was CMC Financial Group, cutting an estimated $985K.
- 7 institutional investors held Merlyn.AI SectorSurfer Momentum ETF (DUDE) as of Q3 2021, down from 10 in Q2 2021.
- Funds reported $90.9M of Merlyn.AI SectorSurfer Momentum ETF stock for Q3 2021, down 5.4% quarter-over-quarter.
- 0 funds opened new Merlyn.AI SectorSurfer Momentum ETF positions in Q3 2021 and 3 closed out, a net change of -3 holders.
- The largest Merlyn.AI SectorSurfer Momentum ETF buyer in Q3 2021 was One Plus One Wealth Management, an estimated $322K added.
- The largest Merlyn.AI SectorSurfer Momentum ETF seller in Q3 2021 was CMC Financial Group, an estimated $985K sold.
Based on aggregated 13F filings for Q3 2021.