Merlyn.AI SectorSurfer Momentum ETF
DUDE
DUDE was delisted on the 10th of November, 2023.
9 hedge funds and large institutions have $6.07M invested in Merlyn.AI SectorSurfer Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 3 closing their positions.
10% less funds holding
Funds holding: 10 → 9 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
75% less capital invested
Capital invested by funds: $23.9M → $6.07M (-$17.9M)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$745K |
| 2 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
+$353K |
| 3 |
AT
American Trust
Lexington,
Kentucky
|
+$343K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$105K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
Signify Wealth
Saint Louis,
Missouri
|
-$10.4M |
| 2 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
-$8.71M |
| 3 |
HGERS
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
-$289K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$142K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$114K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $2.98M | +$745K | +33,510 | +31% |
|
|
EF
2
Empirical Finance
Havertown,
Pennsylvania
| $1.01M | +$353K | +15,882 | +49% |
|
|
AT
3
American Trust
Lexington,
Kentucky
| $934K | +$343K | +15,407 | New |
|
|
CFG
4
CMC Financial Group
Atlanta,
Georgia
| $478K | -$73.5K | -3,304 | -13% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $237K | -$114K | -5,114 | -31% |
|
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $233K | -$142K | -6,365 | -36% |
|
|
ASN
7
Advisory Services Network
Atlanta,
Georgia
| $98.6K | +$105K | +4,743 | New |
|
8
UBS Group
Zurich,
Switzerland
| $89.3K | -$3.65K | -164 | -4% |
|
|
JWM
9
Janiczek Wealth Management
Denver,
Colorado
| $10.6K | – | – | – |
|
|
SW
10
Signify Wealth
Saint Louis,
Missouri
| – | -$10.4M | -471,811 | Closed |
|
|
OPOWM
11
One Plus One Wealth Management
Jupiter,
Florida
| – | -$8.71M | -395,439 | Closed |
|
|
HGERS
12
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$289K | -13,134 | Closed |
|
DUDE Hedge Fund Activity: Q4 2022 in Review
9 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Merlyn.AI SectorSurfer Momentum ETF (DUDE) for Q4 2022, worth a combined $6.07M — down 75% from $23.9M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of DUDE and 2 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 2 added.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $745K. The largest seller was Signify Wealth, exiting entirely with an estimated $10.4M sold.
- 9 institutional investors held Merlyn.AI SectorSurfer Momentum ETF (DUDE) as of Q4 2022, down from 10 in Q3 2022.
- Funds reported $6.07M of Merlyn.AI SectorSurfer Momentum ETF stock for Q4 2022, down 75% quarter-over-quarter.
- 2 funds opened new Merlyn.AI SectorSurfer Momentum ETF positions in Q4 2022 and 3 closed out, a net change of -1 holder.
- The largest Merlyn.AI SectorSurfer Momentum ETF buyer in Q4 2022 was Cambridge Investment Research Advisors, an estimated $745K added.
- The largest Merlyn.AI SectorSurfer Momentum ETF seller in Q4 2022 was Signify Wealth, an estimated $10.4M sold.
Based on aggregated 13F filings for Q4 2022.