U.S. High Relative Profitability Portfolio ETF Class Shares
DUHP
59 hedge funds and large institutions have $493M invested in U.S. High Relative Profitability Portfolio ETF Class Shares in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 14 increasing their positions, 1 reducing their positions, and 4 closing their positions.
1,300% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 1
925% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 4
175% more funds holding in top 10
Funds holding in top 10: 4 → 11 (+7)
168% more funds holding
Funds holding: 22 → 59 (+37)
43% more capital inflows, than outflows
Capital inflows: $391M | Capital outflows: $274M
19.52% more ownership
Funds ownership: 7.72% → 27.24% (+20%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Merriman Wealth Management
Seattle,
Washington
|
+$159M |
| 2 |
Carlson Capital Management
Northfield,
Minnesota
|
+$36.6M |
| 3 |
3LCM
3D/L Capital Management
Hartford,
Connecticut
|
+$34.1M |
| 4 |
Adero Partners
Pleasanton,
California
|
+$31.7M |
| 5 |
High Probability Advisors
Pittsford,
New York
|
+$22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$263M |
| 2 |
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
-$9.6M |
| 3 |
Crown Wealth Group
Charlotte,
North Carolina
|
-$760K |
| 4 |
Herold Advisors
New York
|
-$18.7K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$6K |
DUHP Hedge Fund Activity: Q2 2022 in Review
59 of the 5,963 institutional investors tracked by Wall St. Rank reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) for Q2 2022, worth a combined $493M — up 16% from $426M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new DUHP positions and 4 closed out — a net gain of 37 holders — while 14 added to existing stakes and 1 trimmed.
The largest buyer was Merriman Wealth Management, adding an estimated $159M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $263M sold.
- 59 institutional investors held U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) as of Q2 2022, up from 22 in Q1 2022.
- Funds reported $493M of U.S. High Relative Profitability Portfolio ETF Class Shares stock for Q2 2022, up 16% quarter-over-quarter.
- 41 funds opened new U.S. High Relative Profitability Portfolio ETF Class Shares positions in Q2 2022 and 4 closed out, a net change of +37 holders.
- The largest U.S. High Relative Profitability Portfolio ETF Class Shares buyer in Q2 2022 was Merriman Wealth Management, an estimated $159M added.
- The largest U.S. High Relative Profitability Portfolio ETF Class Shares seller in Q2 2022 was Dimensional Fund Advisors, an estimated $263M sold.
Based on aggregated 13F filings for Q2 2022.