U.S. High Relative Profitability Portfolio ETF Class Shares
DUHP
382 hedge funds and large institutions have $7.26B invested in U.S. High Relative Profitability Portfolio ETF Class Shares in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 182 increasing their positions, 78 reducing their positions, and 12 closing their positions.
608% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 12
133% more repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 78
31% more funds holding in top 10
Funds holding in top 10: 67 → 88 (+21)
21% more funds holding
Funds holding: 316 → 382 (+66)
5% more capital invested
Capital invested by funds: $6.91B → $7.26B (+$352M)
1.06% more ownership
Funds ownership: 99.96% → 101.02% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$45.4M |
| 2 |
PFA
Pure Financial Advisors
San Diego,
California
|
+$28.8M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$20.3M |
| 4 |
AG
AlTi Global
New York
|
+$18.9M |
| 5 |
RIM
RW Investment Management
Eagle,
Idaho
|
+$18.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$73.9M |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
-$17.2M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$16.6M |
| 4 |
B
BetterWealth
San Jose,
California
|
-$14.9M |
| 5 |
CJH
Christopher J. Hasenberg
Eau Claire,
Wisconsin
|
-$8.26M |
DUHP Hedge Fund Activity: Q4 2024 in Review
382 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) for Q4 2024, worth a combined $7.26B — up 5.1% from $6.91B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new DUHP positions and 12 closed out — a net gain of 73 holders — while 182 added to existing stakes and 78 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $45.4M. The largest seller was Mercer Global Advisors, cutting an estimated $73.9M.
- 382 institutional investors held U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) as of Q4 2024, up from 316 in Q3 2024.
- Funds reported $7.26B of U.S. High Relative Profitability Portfolio ETF Class Shares stock for Q4 2024, up 5.1% quarter-over-quarter.
- 85 funds opened new U.S. High Relative Profitability Portfolio ETF Class Shares positions in Q4 2024 and 12 closed out, a net change of +73 holders.
- The largest U.S. High Relative Profitability Portfolio ETF Class Shares buyer in Q4 2024 was Envestnet Asset Management, an estimated $45.4M added.
- The largest U.S. High Relative Profitability Portfolio ETF Class Shares seller in Q4 2024 was Mercer Global Advisors, an estimated $73.9M sold.
Based on aggregated 13F filings for Q4 2024.