U.S. High Relative Profitability Portfolio ETF Class Shares
DUHP
260 hedge funds and large institutions have $5.06B invested in U.S. High Relative Profitability Portfolio ETF Class Shares in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 152 increasing their positions, 53 reducing their positions, and 12 closing their positions.
208% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 12
187% more repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 53
28% more capital invested
Capital invested by funds: $3.96B → $5.06B (+$1.1B)
8% more funds holding
Funds holding: 240 → 260 (+20)
1.99% more ownership
Funds ownership: 98.15% → 100.14% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 55 → 55 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$210M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$175M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$48.6M |
| 4 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$33.3M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$26.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Carlson Capital Management
Northfield,
Minnesota
|
-$42.1M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$21.8M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
-$7.46M |
| 4 |
FFS
Founders Financial Securities
Towson,
Maryland
|
-$6.42M |
| 5 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$6.42M |
DUHP Hedge Fund Activity: Q1 2024 in Review
260 of the 6,963 institutional investors tracked by Wall St. Rank reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) for Q1 2024, worth a combined $5.06B — up 28% from $3.96B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new DUHP positions and 12 closed out — a net gain of 25 holders — while 152 added to existing stakes and 53 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $210M. The largest seller was Carlson Capital Management, cutting an estimated $42.1M.
- 260 institutional investors held U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) as of Q1 2024, up from 240 in Q4 2023.
- Funds reported $5.06B of U.S. High Relative Profitability Portfolio ETF Class Shares stock for Q1 2024, up 28% quarter-over-quarter.
- 37 funds opened new U.S. High Relative Profitability Portfolio ETF Class Shares positions in Q1 2024 and 12 closed out, a net change of +25 holders.
- The largest U.S. High Relative Profitability Portfolio ETF Class Shares buyer in Q1 2024 was Mercer Global Advisors, an estimated $210M added.
- The largest U.S. High Relative Profitability Portfolio ETF Class Shares seller in Q1 2024 was Carlson Capital Management, an estimated $42.1M sold.
Based on aggregated 13F filings for Q1 2024.