Merlyn.AI SectorSurfer Momentum ETF
DUDE
DUDE was delisted on the 10th of November, 2023.
9 hedge funds and large institutions have $5.24M invested in Merlyn.AI SectorSurfer Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
14% less capital invested
Capital invested by funds: $6.07M → $5.24M (-$826K)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$196K |
| 2 |
HGERS
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
+$155K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$6.84K |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$824 |
| 5 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
+$824 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFG
CMC Financial Group
Atlanta,
Georgia
|
-$478K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$233K |
| 3 |
AT
American Trust
Lexington,
Kentucky
|
-$135K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$110K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$10.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $2.89M | -$110K | -5,336 | -4% |
|
|
EF
2
Empirical Finance
Havertown,
Pennsylvania
| $1.02M | +$824 | +40 | +0.1% |
|
|
AT
3
American Trust
Lexington,
Kentucky
| $541K | -$135K | -6,568 | -43% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $440K | +$196K | +9,526 | +83% |
|
|
HGERS
5
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $158K | +$155K | +7,530 | New |
|
|
ASN
6
Advisory Services Network
Atlanta,
Georgia
| $107K | +$6.84K | +332 | +7% |
|
|
7
UBS Group
Zurich,
Switzerland
| $79.2K | -$10.8K | -526 | -12% |
|
|
JWM
8
Janiczek Wealth Management
Denver,
Colorado
| $2.6K | -$7.71K | -374 | -75% |
|
|
AAS
9
Ameritas Advisory Services
Lincoln,
Nebraska
| $817 | +$824 | +40 | New |
|
|
CFG
10
CMC Financial Group
Atlanta,
Georgia
| – | -$478K | -22,345 | Closed |
|
|
11
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$233K | -11,217 | Closed |
|
DUDE Hedge Fund Activity: Q1 2023 in Review
9 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Merlyn.AI SectorSurfer Momentum ETF (DUDE) for Q1 2023, worth a combined $5.24M — down 14% from $6.07M a quarter earlier.
Fund positioning in DUDE was balanced in Q1 2023: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 4 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $196K. The largest seller was CMC Financial Group, exiting entirely with an estimated $478K sold.
- 9 institutional investors held Merlyn.AI SectorSurfer Momentum ETF (DUDE) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $5.24M of Merlyn.AI SectorSurfer Momentum ETF stock for Q1 2023, down 14% quarter-over-quarter.
- 2 funds opened new Merlyn.AI SectorSurfer Momentum ETF positions in Q1 2023 and 2 closed out, a net change of 0 holders.
- The largest Merlyn.AI SectorSurfer Momentum ETF buyer in Q1 2023 was Susquehanna International Group, an estimated $196K added.
- The largest Merlyn.AI SectorSurfer Momentum ETF seller in Q1 2023 was CMC Financial Group, an estimated $478K sold.
Based on aggregated 13F filings for Q1 2023.