U.S. High Relative Profitability Portfolio ETF Class Shares
DUHP
240 hedge funds and large institutions have $3.96B invested in U.S. High Relative Profitability Portfolio ETF Class Shares in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 133 increasing their positions, 44 reducing their positions, and 14 closing their positions.
264% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 14
202% more repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 44
41% more funds holding in top 10
Funds holding in top 10: 39 → 55 (+16)
29% more capital invested
Capital invested by funds: $3.06B → $3.96B (+$896M)
16% more funds holding
Funds holding: 207 → 240 (+33)
3.44% less ownership
Funds ownership: 101.59% → 98.15% (-3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$68.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$66.8M |
| 3 |
AA
Alesco Advisors
Pittsford,
New York
|
+$61.9M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
+$48.7M |
| 5 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$30.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$158M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$9.26M |
| 3 |
VA
Verdad Advisers
Boston,
Massachusetts
|
-$6.46M |
| 4 |
CCA
Catalyst Capital Advisors
Huntington,
New York
|
-$1.52M |
| 5 |
MRC
Millburn Ridgefield Corp
New York
|
-$1.52M |
DUHP Hedge Fund Activity: Q4 2023 in Review
240 of the 6,872 institutional investors tracked by Wall St. Rank reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) for Q4 2023, worth a combined $3.96B — up 29% from $3.06B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new DUHP positions and 14 closed out — a net gain of 37 holders — while 133 added to existing stakes and 44 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $68.5M. The largest seller was Strategic Investment Solutions, cutting an estimated $158M.
- 240 institutional investors held U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) as of Q4 2023, up from 207 in Q3 2023.
- Funds reported $3.96B of U.S. High Relative Profitability Portfolio ETF Class Shares stock for Q4 2023, up 29% quarter-over-quarter.
- 51 funds opened new U.S. High Relative Profitability Portfolio ETF Class Shares positions in Q4 2023 and 14 closed out, a net change of +37 holders.
- The largest U.S. High Relative Profitability Portfolio ETF Class Shares buyer in Q4 2023 was Mercer Global Advisors, an estimated $68.5M added.
- The largest U.S. High Relative Profitability Portfolio ETF Class Shares seller in Q4 2023 was Strategic Investment Solutions, an estimated $158M sold.
Based on aggregated 13F filings for Q4 2023.