U.S. High Relative Profitability Portfolio ETF Class Shares
DUHP
185 hedge funds and large institutions have $2.64B invested in U.S. High Relative Profitability Portfolio ETF Class Shares in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 113 increasing their positions, 30 reducing their positions, and 10 closing their positions.
277% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 30
230% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 10
39% more capital invested
Capital invested by funds: $1.89B → $2.64B (+$743M)
13% more funds holding
Funds holding: 163 → 185 (+22)
5.76% more ownership
Funds ownership: 93.96% → 99.72% (+5.8%)
3% less funds holding in top 10
Funds holding in top 10: 34 → 33 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$198M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$196M |
| 3 |
FFM
Forum Financial Management
Lombard,
Illinois
|
+$71.3M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$51.7M |
| 5 |
FC
Financial Consulate
Hunt Valley,
Maryland
|
+$24.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LI
LVZ Inc
Holland,
Michigan
|
-$26.4M |
| 2 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$9.83M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.67M |
| 4 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
-$7.42M |
| 5 |
CWG
Crown Wealth Group
Charlotte,
North Carolina
|
-$6.46M |
DUHP Hedge Fund Activity: Q2 2023 in Review
185 of the 6,387 institutional investors tracked by Wall St. Rank reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) for Q2 2023, worth a combined $2.64B — up 39% from $1.89B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new DUHP positions and 10 closed out — a net gain of 23 holders — while 113 added to existing stakes and 30 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $198M. The largest seller was LVZ Inc, cutting an estimated $26.4M.
- 185 institutional investors held U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) as of Q2 2023, up from 163 in Q1 2023.
- Funds reported $2.64B of U.S. High Relative Profitability Portfolio ETF Class Shares stock for Q2 2023, up 39% quarter-over-quarter.
- 33 funds opened new U.S. High Relative Profitability Portfolio ETF Class Shares positions in Q2 2023 and 10 closed out, a net change of +23 holders.
- The largest U.S. High Relative Profitability Portfolio ETF Class Shares buyer in Q2 2023 was Mercer Global Advisors, an estimated $198M added.
- The largest U.S. High Relative Profitability Portfolio ETF Class Shares seller in Q2 2023 was LVZ Inc, an estimated $26.4M sold.
Based on aggregated 13F filings for Q2 2023.