Dana Unconstrained Equity ETF
DUNK
12 hedge funds and large institutions have $106M invested in Dana Unconstrained Equity ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 1 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 2
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
9% more funds holding
Funds holding: 11 → 12 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.28% less ownership
Funds ownership: 94.17% → 88.89% (-5.3%)
17% less capital invested
Capital invested by funds: $127M → $106M (-$21.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.22M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.35M |
| 3 |
P
&Partners
Nashville,
Tennessee
|
+$362K |
| 4 |
Bank of New York Mellon
New York
|
+$326K |
| 5 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$287K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DIA
Dana Investment Advisors
Waukesha,
Wisconsin
|
-$3.14M |
| 2 |
SA
Skyline Advisors
Bellingham,
Washington
|
-$419K |
| 3 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
-$1.78K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DIA
1
Dana Investment Advisors
Waukesha,
Wisconsin
| $69M | -$3.14M | -141,500 | -4% |
|
2
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $10.6M | +$239K | +10,761 | +2% |
|
3
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $10.1M | +$50.6K | +2,275 | +0.5% |
|
|
4
Bank of New York Mellon
New York
| $4.94M | +$326K | +14,676 | +6% |
|
|
P
5
&Partners
Nashville,
Tennessee
| $2.98M | +$362K | +16,308 | +12% |
|
|
CIA
6
Concurrent Investment Advisors
Tampa,
Florida
| $2.66M | -$1.78K | -80 | -0.1% |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $2.57M | +$2.22M | +99,812 | +365% |
|
|
8
Envestnet Asset Management
Chicago,
Illinois
| $1.82M | +$1.35M | +60,745 | +209% |
|
|
HA
9
Huntleigh Advisors
St. Louis,
Missouri
| $852K | +$21.9K | +987 | +2% |
|
10
Jane Street
New York
| $294K | +$76.3K | +3,432 | +31% |
|
|
SIS
11
Sound Income Strategies
Ft Lauderdale,
Florida
| $264K | +$287K | +12,935 | New |
|
12
UBS Group
Zurich,
Switzerland
| $18K | +$19.8K | +889 | New |
|
|
SA
13
Skyline Advisors
Bellingham,
Washington
| – | -$419K | -17,034 | Closed |
|
DUNK Hedge Fund Activity: Q1 2026 in Review
12 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Dana Unconstrained Equity ETF (DUNK) for Q1 2026, worth a combined $106M — down 17% from $127M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new DUNK positions and 1 closed out — a net gain of 1 holder — while 8 added to existing stakes and 2 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $2.22M. The largest seller was Dana Investment Advisors, cutting an estimated $3.14M.
- 12 institutional investors held Dana Unconstrained Equity ETF (DUNK) as of Q1 2026, up from 11 in Q4 2025.
- Funds reported $106M of Dana Unconstrained Equity ETF stock for Q1 2026, down 17% quarter-over-quarter.
- 2 funds opened new Dana Unconstrained Equity ETF positions in Q1 2026 and 1 closed out, a net change of +1 holder.
- The largest Dana Unconstrained Equity ETF buyer in Q1 2026 was Osaic Holdings, an estimated $2.22M added.
- The largest Dana Unconstrained Equity ETF seller in Q1 2026 was Dana Investment Advisors, an estimated $3.14M sold.
Based on aggregated 13F filings for Q1 2026.