Merlyn.AI SectorSurfer Momentum ETF
DUDE
DUDE was delisted on the 10th of November, 2023.
10 hedge funds and large institutions have $23.9M invested in Merlyn.AI SectorSurfer Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 4 closing their positions.
23% less funds holding
Funds holding: 13 → 10 (-3)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
69% less capital invested
Capital invested by funds: $77.1M → $23.9M (-$53.2M)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
+$371K |
| 2 |
HGERS
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
+$309K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$102K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFG
CMC Financial Group
Atlanta,
Georgia
|
-$26.2M |
| 2 |
SPW
Surience Private Wealth
Yakima,
Washington
|
-$14.8M |
| 3 |
SW
Signify Wealth
Saint Louis,
Missouri
|
-$6.78M |
| 4 |
WEG
World Equity Group
Schaumburg,
Illinois
|
-$2.82M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$379K |
DUDE Hedge Fund Activity: Q3 2022 in Review
10 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Merlyn.AI SectorSurfer Momentum ETF (DUDE) for Q3 2022, worth a combined $23.9M — down 69% from $77.1M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of DUDE and 1 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 2 added.
The largest buyer was One Plus One Wealth Management, adding an estimated $371K. The largest seller was CMC Financial Group, cutting an estimated $26.2M.
- 10 institutional investors held Merlyn.AI SectorSurfer Momentum ETF (DUDE) as of Q3 2022, down from 13 in Q2 2022.
- Funds reported $23.9M of Merlyn.AI SectorSurfer Momentum ETF stock for Q3 2022, down 69% quarter-over-quarter.
- 1 fund opened new Merlyn.AI SectorSurfer Momentum ETF positions in Q3 2022 and 4 closed out, a net change of -3 holders.
- The largest Merlyn.AI SectorSurfer Momentum ETF buyer in Q3 2022 was One Plus One Wealth Management, an estimated $371K added.
- The largest Merlyn.AI SectorSurfer Momentum ETF seller in Q3 2022 was CMC Financial Group, an estimated $26.2M sold.
Based on aggregated 13F filings for Q3 2022.