U.S. High Relative Profitability Portfolio ETF Class Shares
DUHP
163 hedge funds and large institutions have $1.89B invested in U.S. High Relative Profitability Portfolio ETF Class Shares in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 96 increasing their positions, 15 reducing their positions, and 5 closing their positions.
800% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 5
540% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 15
47% more capital invested
Capital invested by funds: $1.29B → $1.89B (+$604M)
31% more funds holding in top 10
Funds holding in top 10: 26 → 34 (+8)
27.06% more ownership
Funds ownership: 66.9% → 93.96% (+27%)
26% more funds holding
Funds holding: 129 → 163 (+34)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$84.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$72.6M |
| 3 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$50.5M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$22.4M |
| 5 |
BFG
Bouchey Financial Group
Troy,
New York
|
+$21.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AP
Adero Partners
Pleasanton,
California
|
-$6.62M |
| 2 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$4.54M |
| 3 |
Jane Street
New York
|
-$3.01M |
| 4 |
RW
REDW Wealth
Albuquerque,
New Mexico
|
-$2.5M |
| 5 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$1.59M |
DUHP Hedge Fund Activity: Q1 2023 in Review
163 of the 6,287 institutional investors tracked by Wall St. Rank reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) for Q1 2023, worth a combined $1.89B — up 47% from $1.29B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new DUHP positions and 5 closed out — a net gain of 40 holders — while 96 added to existing stakes and 15 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $84.1M. The largest seller was Adero Partners, cutting an estimated $6.62M.
- 163 institutional investors held U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) as of Q1 2023, up from 129 in Q4 2022.
- Funds reported $1.89B of U.S. High Relative Profitability Portfolio ETF Class Shares stock for Q1 2023, up 47% quarter-over-quarter.
- 45 funds opened new U.S. High Relative Profitability Portfolio ETF Class Shares positions in Q1 2023 and 5 closed out, a net change of +40 holders.
- The largest U.S. High Relative Profitability Portfolio ETF Class Shares buyer in Q1 2023 was Mercer Global Advisors, an estimated $84.1M added.
- The largest U.S. High Relative Profitability Portfolio ETF Class Shares seller in Q1 2023 was Adero Partners, an estimated $6.62M sold.
Based on aggregated 13F filings for Q1 2023.