Merlyn.AI SectorSurfer Momentum ETF
DUDE
DUDE was delisted on the 10th of November, 2023.
6 hedge funds and large institutions have $1.37M invested in Merlyn.AI SectorSurfer Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 3 closing their positions.
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
67% less capital invested
Capital invested by funds: $4.19M → $1.37M (-$2.82M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AT
American Trust
Lexington,
Kentucky
|
+$194K |
| 2 |
GS
GTS Securities
New York
|
+$33.3K |
| 3 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$21.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.66M |
| 2 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
-$528K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$249K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$19.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AT
1
American Trust
Lexington,
Kentucky
| $547K | +$194K | +9,095 | New |
|
|
EF
2
Empirical Finance
Havertown,
Pennsylvania
| $485K | -$528K | -24,777 | -51% |
|
|
GS
3
GTS Securities
New York
| $233K | +$33.3K | +1,561 | +16% |
|
|
HGERS
4
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $76.5K | +$80K | +3,758 | New |
|
|
AWM
5
Avior Wealth Management
Omaha,
Nebraska
| $20.4K | +$21.3K | +1,000 | New |
|
|
JWM
6
Janiczek Wealth Management
Denver,
Colorado
| $2.56K | – | – | – |
|
|
7
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$2.66M | -124,401 | Closed |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$249K | -11,636 | Closed |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$19.1K | -890 | Closed |
|
DUDE Hedge Fund Activity: Q3 2023 in Review
6 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Merlyn.AI SectorSurfer Momentum ETF (DUDE) for Q3 2023, worth a combined $1.37M — down 67% from $4.19M a quarter earlier.
Fund positioning in DUDE was balanced in Q3 2023: 3 funds opened new positions, 3 closed out, 1 added to existing stakes and 1 trimmed.
The largest buyer was American Trust, opening a new position worth an estimated $194K. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $2.66M sold.
- 6 institutional investors held Merlyn.AI SectorSurfer Momentum ETF (DUDE) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $1.37M of Merlyn.AI SectorSurfer Momentum ETF stock for Q3 2023, down 67% quarter-over-quarter.
- 3 funds opened new Merlyn.AI SectorSurfer Momentum ETF positions in Q3 2023 and 3 closed out, a net change of 0 holders.
- The largest Merlyn.AI SectorSurfer Momentum ETF buyer in Q3 2023 was American Trust, an estimated $194K added.
- The largest Merlyn.AI SectorSurfer Momentum ETF seller in Q3 2023 was Cambridge Investment Research Advisors, an estimated $2.66M sold.
Based on aggregated 13F filings for Q3 2023.