U.S. High Relative Profitability Portfolio ETF Class Shares
DUHP
129 hedge funds and large institutions have $1.29B invested in U.S. High Relative Profitability Portfolio ETF Class Shares in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 69 increasing their positions, 10 reducing their positions, and 2 closing their positions.
2,400% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 2
590% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 10
86% more funds holding in top 10
Funds holding in top 10: 14 → 26 (+12)
71% more capital invested
Capital invested by funds: $754M → $1.29B (+$534M)
52% more funds holding
Funds holding: 85 → 129 (+44)
23.39% more ownership
Funds ownership: 43.51% → 66.9% (+23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$83.6M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$62.7M |
| 3 |
FFM
Forum Financial Management
Lombard,
Illinois
|
+$46.2M |
| 4 |
PCI
Planning Center Inc
Moline,
Illinois
|
+$26.6M |
| 5 |
EA
Efficient Advisors
Mason,
Ohio
|
+$25.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$12.5M |
| 2 |
CCM
Carlson Capital Management
Northfield,
Minnesota
|
-$5.63M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.76M |
| 4 |
CPA
Cardiff Park Advisors
Carlsbad,
California
|
-$2.71M |
| 5 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$528K |
DUHP Hedge Fund Activity: Q4 2022 in Review
129 of the 6,241 institutional investors tracked by Wall St. Rank reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) for Q4 2022, worth a combined $1.29B — up 71% from $754M a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new DUHP positions and 2 closed out — a net gain of 48 holders — while 69 added to existing stakes and 10 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $83.6M. The largest seller was Pathstone Family Office, cutting an estimated $12.5M.
- 129 institutional investors held U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) as of Q4 2022, up from 85 in Q3 2022.
- Funds reported $1.29B of U.S. High Relative Profitability Portfolio ETF Class Shares stock for Q4 2022, up 71% quarter-over-quarter.
- 50 funds opened new U.S. High Relative Profitability Portfolio ETF Class Shares positions in Q4 2022 and 2 closed out, a net change of +48 holders.
- The largest U.S. High Relative Profitability Portfolio ETF Class Shares buyer in Q4 2022 was Envestnet Asset Management, an estimated $83.6M added.
- The largest U.S. High Relative Profitability Portfolio ETF Class Shares seller in Q4 2022 was Pathstone Family Office, an estimated $12.5M sold.
Based on aggregated 13F filings for Q4 2022.