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DUKZ

Ocean Park Diversified Income ETF
DUKZ

14 hedge funds and large institutions have $27.2M invested in Ocean Park Diversified Income ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

275% more capital invested

Capital invested by funds: $7.24M → $27.2M (+$19.9M)

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

75.46% more ownership

Funds ownership: 32.93% → 108.38% (+75%)

40% more funds holding

Funds holding: 10 → 14 (+4)

Holders
14
Holders Change
+4
Holders Change %
+40%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VA
VestGen Advisors
Illinois
+$8.06M
2
IFG
Independent Financial Group
California
+$750K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$679K
4
SEIA
Signature Estate & Investment Advisors
California
+$395K
5
PAS
Park Avenue Securities
New York
+$245K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$404K
2
KAS
Kestra Advisory Services
Texas
-$51.9K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$13.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWASL
1
Spartan Wealth Advisory Services LLC
Michigan
$10.1M +$10.3M +404,521 New
VA
2
VestGen Advisors
Illinois
$8.08M +$8.06M +317,534 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.83M +$679K +26,735 +16%
IFG
4
Independent Financial Group
California
$1.23M +$750K +29,553 +149%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$758K +$20.5K +809 +3%
MA
6
Mutual Advisors
Nebraska
$555K +$161K +6,344 +40%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$427K -$13.3K -523 -3%
SEIA
8
Signature Estate & Investment Advisors
California
$388K +$395K +15,568 New
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$251K +$20.3K +801 +9%
PAS
10
Park Avenue Securities
New York
$240K +$245K +9,647 New
OPAM
11
Ocean Park Asset Management
California
$215K +$178 +7 +0.1%
FFA
12
Farther Finance Advisors
California
$105K +$107K +4,201 New
HI
13
Harbour Investments
Wisconsin
$14.9K – – –
UBS Group
14
UBS Group
Switzerland
$5.23K +$5.33K +210 New
Osaic Holdings
15
Osaic Holdings
Arizona
– -$404K -16,000 Closed
KAS
16
Kestra Advisory Services
Texas
– -$51.9K -2,053 Closed

DUKZ Hedge Fund Activity: Q1 2026 in Review

14 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Ocean Park Diversified Income ETF (DUKZ) for Q1 2026, worth a combined $27.2M — up 275% from $7.24M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DUKZ positions and 2 closed out — a net gain of 4 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was VestGen Advisors, opening a new position worth an estimated $8.06M. The largest seller was Osaic Holdings, exiting entirely with an estimated $404K sold.

  • 14 institutional investors held Ocean Park Diversified Income ETF (DUKZ) as of Q1 2026, up from 10 in Q4 2025.
  • Funds reported $27.2M of Ocean Park Diversified Income ETF stock for Q1 2026, up 275% quarter-over-quarter.
  • 6 funds opened new Ocean Park Diversified Income ETF positions in Q1 2026 and 2 closed out, a net change of +4 holders.
  • The largest Ocean Park Diversified Income ETF buyer in Q1 2026 was VestGen Advisors, an estimated $8.06M added.
  • The largest Ocean Park Diversified Income ETF seller in Q1 2026 was Osaic Holdings, an estimated $404K sold.

Based on aggregated 13F filings for Q1 2026.