Merlyn.AI SectorSurfer Momentum ETF
DUDE
DUDE was delisted on the 10th of November, 2023.
9 hedge funds and large institutions have $100M invested in Merlyn.AI SectorSurfer Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 0 closing their positions.
29% more funds holding
Funds holding: 7 → 9 (+2)
10% more capital invested
Capital invested by funds: $90.9M → $100M (+$9.51M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$2.85M |
| 2 |
RJT
Raymond James Trust
St. Petersburg,
Florida
|
+$457K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$308K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$133K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
-$836K |
| 2 |
CFG
CMC Financial Group
Atlanta,
Georgia
|
-$832K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$7.66K |
| 4 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
-$29 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFG
1
CMC Financial Group
Atlanta,
Georgia
| $60.4M | -$832K | -28,764 | -1% |
|
|
OPOWM
2
One Plus One Wealth Management
Jupiter,
Florida
| $23.1M | -$836K | -28,907 | -4% |
|
|
KPWS
3
Kestra Private Wealth Services
Austin,
Texas
| $11.8M | +$2.85M | +98,557 | +32% |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $3.3M | +$133K | +4,584 | +4% |
|
|
EF
5
Empirical Finance
Havertown,
Pennsylvania
| $949K | -$29 | -1 | -0% |
|
|
RJT
6
Raymond James Trust
St. Petersburg,
Florida
| $460K | +$457K | +15,805 | New |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $311K | +$308K | +10,663 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| $49K | -$7.66K | -265 | -14% |
|
|
JWM
9
Janiczek Wealth Management
Denver,
Colorado
| $15K | – | – | – |
|
DUDE Hedge Fund Activity: Q4 2021 in Review
9 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Merlyn.AI SectorSurfer Momentum ETF (DUDE) for Q4 2021, worth a combined $100M — up 10% from $90.9M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new DUDE positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 4 trimmed.
The largest buyer was Kestra Private Wealth Services, adding an estimated $2.85M. The largest seller was One Plus One Wealth Management, cutting an estimated $836K.
- 9 institutional investors held Merlyn.AI SectorSurfer Momentum ETF (DUDE) as of Q4 2021, up from 7 in Q3 2021.
- Funds reported $100M of Merlyn.AI SectorSurfer Momentum ETF stock for Q4 2021, up 10% quarter-over-quarter.
- 2 funds opened new Merlyn.AI SectorSurfer Momentum ETF positions in Q4 2021 and 0 closed out, a net change of +2 holders.
- The largest Merlyn.AI SectorSurfer Momentum ETF buyer in Q4 2021 was Kestra Private Wealth Services, an estimated $2.85M added.
- The largest Merlyn.AI SectorSurfer Momentum ETF seller in Q4 2021 was One Plus One Wealth Management, an estimated $836K sold.
Based on aggregated 13F filings for Q4 2021.