Merlyn.AI SectorSurfer Momentum ETF
DUDE
DUDE was delisted on the 10th of November, 2023.
6 hedge funds and large institutions have $4.19M invested in Merlyn.AI SectorSurfer Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 3 closing their positions.
20% less capital invested
Capital invested by funds: $5.24M → $4.19M (-$1.06M)
33% less funds holding
Funds holding: 9 → 6 (-3)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AT
American Trust
Lexington,
Kentucky
|
-$541K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$273K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$189K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$107K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$58.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $2.66M | -$273K | -13,430 | -10% |
|
|
EF
2
Empirical Finance
Havertown,
Pennsylvania
| $1.04M | – | – | – |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $249K | -$189K | -9,303 | -44% |
|
|
GS
4
GTS Securities
New York
| $212K | +$201K | +9,902 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $19.1K | -$58.5K | -2,880 | -76% |
|
|
JWM
6
Janiczek Wealth Management
Denver,
Colorado
| $2.7K | – | – | – |
|
|
AT
7
American Trust
Lexington,
Kentucky
| – | -$541K | -8,839 | Closed |
|
|
ASN
8
Advisory Services Network
Atlanta,
Georgia
| – | -$107K | -5,075 | Closed |
|
|
AAS
9
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$817 | -40 | Closed |
|
DUDE Hedge Fund Activity: Q2 2023 in Review
6 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Merlyn.AI SectorSurfer Momentum ETF (DUDE) for Q2 2023, worth a combined $4.19M — down 20% from $5.24M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of DUDE and 1 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 0 added.
The largest seller was American Trust, exiting entirely with an estimated $541K sold.
- 6 institutional investors held Merlyn.AI SectorSurfer Momentum ETF (DUDE) as of Q2 2023, down from 9 in Q1 2023.
- Funds reported $4.19M of Merlyn.AI SectorSurfer Momentum ETF stock for Q2 2023, down 20% quarter-over-quarter.
- 1 fund opened new Merlyn.AI SectorSurfer Momentum ETF positions in Q2 2023 and 3 closed out, a net change of -2 holders.
- The largest Merlyn.AI SectorSurfer Momentum ETF seller in Q2 2023 was American Trust, an estimated $541K sold.
Based on aggregated 13F filings for Q2 2023.