U.S. High Relative Profitability Portfolio ETF Class Shares
DUHP
291 hedge funds and large institutions have $5.7B invested in U.S. High Relative Profitability Portfolio ETF Class Shares in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 172 increasing their positions, 53 reducing their positions, and 13 closing their positions.
238% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 13
225% more repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 53
15% more funds holding in top 10
Funds holding in top 10: 55 → 63 (+8)
13% more capital invested
Capital invested by funds: $5.06B → $5.7B (+$647M)
12% more funds holding
Funds holding: 260 → 291 (+31)
1% less ownership
Funds ownership: 100.14% → 99.14% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$134M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$118M |
| 3 |
FG
Foster Group
West Des Moines,
Iowa
|
+$63.2M |
| 4 |
BHWM
Beaird Harris Wealth Management
Dallas,
Texas
|
+$33.1M |
| 5 |
PFA
Pure Financial Advisors
San Diego,
California
|
+$31.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$19M |
| 2 |
FFM
Forum Financial Management
Lombard,
Illinois
|
-$12.3M |
| 3 |
AWM
Aprio Wealth Management
Atlanta,
Georgia
|
-$6.86M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$3.8M |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$3.37M |
DUHP Hedge Fund Activity: Q2 2024 in Review
291 of the 6,939 institutional investors tracked by Wall St. Rank reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) for Q2 2024, worth a combined $5.7B — up 13% from $5.06B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new DUHP positions and 13 closed out — a net gain of 31 holders — while 172 added to existing stakes and 53 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $134M. The largest seller was Empowered Funds, exiting entirely with an estimated $19M sold.
- 291 institutional investors held U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) as of Q2 2024, up from 260 in Q1 2024.
- Funds reported $5.7B of U.S. High Relative Profitability Portfolio ETF Class Shares stock for Q2 2024, up 13% quarter-over-quarter.
- 44 funds opened new U.S. High Relative Profitability Portfolio ETF Class Shares positions in Q2 2024 and 13 closed out, a net change of +31 holders.
- The largest U.S. High Relative Profitability Portfolio ETF Class Shares buyer in Q2 2024 was Mercer Global Advisors, an estimated $134M added.
- The largest U.S. High Relative Profitability Portfolio ETF Class Shares seller in Q2 2024 was Empowered Funds, an estimated $19M sold.
Based on aggregated 13F filings for Q2 2024.