Ocean Park Diversified Income ETF
DUKZ
10 hedge funds and large institutions have $7.24M invested in Ocean Park Diversified Income ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
385% more capital invested
Capital invested by funds: $1.49M → $7.24M (+$5.75M)
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
67% more funds holding
Funds holding: 6 → 10 (+4)
22.67% more ownership
Funds ownership: 10.26% → 32.93% (+23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.25M |
| 2 |
IFG
Independent Financial Group
San Diego,
California
|
+$505K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$407K |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$236K |
| 5 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
+$220K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$50.9K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.21K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $4.22M | +$4.25M | +166,905 | New |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $749K | -$50.9K | -1,997 | -6% |
|
|
IFG
3
Independent Financial Group
San Diego,
California
| $501K | +$505K | +19,810 | New |
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $446K | +$5.14K | +202 | +1% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $404K | +$407K | +15,997 | +533,233% |
|
|
MA
6
Mutual Advisors
Omaha,
Nebraska
| $402K | +$184K | +7,237 | +83% |
|
|
7
Envestnet Portfolio Solutions
Chicago,
Illinois
| $235K | +$236K | +9,277 | New |
|
|
OPAM
8
Ocean Park Asset Management
Santa Monica,
California
| $218K | +$220K | +8,624 | New |
|
|
KAS
9
Kestra Advisory Services
Austin,
Texas
| $51.9K | +$52.3K | +2,053 | New |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| $15.1K | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$3.21K | -126 | Closed |
|
DUKZ Hedge Fund Activity: Q4 2025 in Review
10 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Ocean Park Diversified Income ETF (DUKZ) for Q4 2025, worth a combined $7.24M — up 385% from $1.49M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new DUKZ positions and 1 closed out — a net gain of 4 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $4.25M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $50.9K.
- 10 institutional investors held Ocean Park Diversified Income ETF (DUKZ) as of Q4 2025, up from 6 in Q3 2025.
- Funds reported $7.24M of Ocean Park Diversified Income ETF stock for Q4 2025, up 385% quarter-over-quarter.
- 5 funds opened new Ocean Park Diversified Income ETF positions in Q4 2025 and 1 closed out, a net change of +4 holders.
- The largest Ocean Park Diversified Income ETF buyer in Q4 2025 was Envestnet Asset Management, an estimated $4.25M added.
- The largest Ocean Park Diversified Income ETF seller in Q4 2025 was Cambridge Investment Research Advisors, an estimated $50.9K sold.
Based on aggregated 13F filings for Q4 2025.