U.S. High Relative Profitability Portfolio ETF Class Shares
DUHP
207 hedge funds and large institutions have $3.06B invested in U.S. High Relative Profitability Portfolio ETF Class Shares in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 125 increasing their positions, 39 reducing their positions, and 10 closing their positions.
221% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 39
220% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 10
18% more funds holding in top 10
Funds holding in top 10: 33 → 39 (+6)
16% more capital invested
Capital invested by funds: $2.64B → $3.06B (+$427M)
12% more funds holding
Funds holding: 185 → 207 (+22)
1.87% more ownership
Funds ownership: 99.72% → 101.59% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$168M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$71.1M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$68.7M |
| 4 |
CCA
Catalyst Capital Advisors
Huntington,
New York
|
+$29.4M |
| 5 |
MRC
Millburn Ridgefield Corp
New York
|
+$29.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$32.2M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$6.81M |
| 3 |
KA
Kooman & Associates
Altoona,
Pennsylvania
|
-$6.2M |
| 4 |
PW
Peninsula Wealth
San Francisco,
California
|
-$3.01M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$2.36M |
DUHP Hedge Fund Activity: Q3 2023 in Review
207 of the 6,313 institutional investors tracked by Wall St. Rank reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) for Q3 2023, worth a combined $3.06B — up 16% from $2.64B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new DUHP positions and 10 closed out — a net gain of 22 holders — while 125 added to existing stakes and 39 trimmed.
The largest buyer was Strategic Investment Solutions, adding an estimated $168M. The largest seller was Pathstone Family Office, cutting an estimated $32.2M.
- 207 institutional investors held U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) as of Q3 2023, up from 185 in Q2 2023.
- Funds reported $3.06B of U.S. High Relative Profitability Portfolio ETF Class Shares stock for Q3 2023, up 16% quarter-over-quarter.
- 32 funds opened new U.S. High Relative Profitability Portfolio ETF Class Shares positions in Q3 2023 and 10 closed out, a net change of +22 holders.
- The largest U.S. High Relative Profitability Portfolio ETF Class Shares buyer in Q3 2023 was Strategic Investment Solutions, an estimated $168M added.
- The largest U.S. High Relative Profitability Portfolio ETF Class Shares seller in Q3 2023 was Pathstone Family Office, an estimated $32.2M sold.
Based on aggregated 13F filings for Q3 2023.