U.S. High Relative Profitability Portfolio ETF Class Shares
DUHP
85 hedge funds and large institutions have $754M invested in U.S. High Relative Profitability Portfolio ETF Class Shares in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 46 increasing their positions, 9 reducing their positions, and 2 closing their positions.
1,300% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 2
411% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 9
53% more capital invested
Capital invested by funds: $493M → $754M (+$261M)
44% more funds holding
Funds holding: 59 → 85 (+26)
27% more funds holding in top 10
Funds holding in top 10: 11 → 14 (+3)
16.28% more ownership
Funds ownership: 27.24% → 43.51% (+16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$71.8M |
| 2 |
LI
LVZ Inc
Holland,
Michigan
|
+$51.6M |
| 3 |
LWM
Liberty Wealth Management
Oakland,
California
|
+$41.8M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$13.5M |
| 5 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$12.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AP
Adero Partners
Pleasanton,
California
|
-$11.1M |
| 2 |
CCM
Carlson Capital Management
Northfield,
Minnesota
|
-$1.93M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$882K |
| 4 |
BA
Bridgewater Advisors
New York
|
-$302K |
| 5 |
3LCM
3D/L Capital Management
Hartford,
Connecticut
|
-$300K |
DUHP Hedge Fund Activity: Q3 2022 in Review
85 of the 5,831 institutional investors tracked by Wall St. Rank reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) for Q3 2022, worth a combined $754M — up 53% from $493M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new DUHP positions and 2 closed out — a net gain of 26 holders — while 46 added to existing stakes and 9 trimmed.
The largest buyer was Pathstone Family Office, opening a new position worth an estimated $71.8M. The largest seller was Adero Partners, cutting an estimated $11.1M.
- 85 institutional investors held U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) as of Q3 2022, up from 59 in Q2 2022.
- Funds reported $754M of U.S. High Relative Profitability Portfolio ETF Class Shares stock for Q3 2022, up 53% quarter-over-quarter.
- 28 funds opened new U.S. High Relative Profitability Portfolio ETF Class Shares positions in Q3 2022 and 2 closed out, a net change of +26 holders.
- The largest U.S. High Relative Profitability Portfolio ETF Class Shares buyer in Q3 2022 was Pathstone Family Office, an estimated $71.8M added.
- The largest U.S. High Relative Profitability Portfolio ETF Class Shares seller in Q3 2022 was Adero Partners, an estimated $11.1M sold.
Based on aggregated 13F filings for Q3 2022.