VanEck Durable High Dividend ETF
DURA
34 hedge funds and large institutions have $85.6M invested in VanEck Durable High Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
24% more capital invested
Capital invested by funds: $68.8M → $85.6M (+$16.7M)
21% more funds holding
Funds holding: 28 → 34 (+6)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
54% less call options, than puts
Call options by funds: $349M | Put options by funds: $751M
54.18% less ownership
Funds ownership: 151.73% → 97.55% (-54%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.05M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.45M |
| 4 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$618K |
| 5 |
FMN
Financial Management Network
Mission Viejo,
California
|
+$428K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFS
Bard Financial Services
Branford,
Connecticut
|
-$1.04M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$684K |
| 3 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
-$260K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$84.8K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$83.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WPWM
26
Western Pacific Wealth Management
Lake Forest,
Illinois
| $81.3K | – | – | – |
|
|
PA
27
PSI Advisors
Tampa,
Florida
| $40K | +$38.7K | +1,256 | New |
|
|
TWA
28
Tandem Wealth Advisors
Phoenix,
Arizona
| $37.5K | +$36.3K | +1,177 | New |
|
|
29
UBS Group
Zurich,
Switzerland
| $10.3K | -$83.3K | -2,703 | -89% |
|
30
US Bancorp
Minneapolis,
Minnesota
| $5.29K | +$5.11K | +166 | New |
|
|
CA
31
CoreCap Advisors
Southfield,
Michigan
| $3.92K | +$3.79K | +123 | New |
|
32
Morgan Stanley
New York
| $1.59K | – | – | – |
|
|
FGAM
33
Financial Gravity Asset Management
Lakeway,
Texas
| $1.23K | +$986 | +32 | New |
|
34
Wells Fargo
San Francisco,
California
| $32 | – | – | – |
|
|
35
Citadel Advisors
Miami,
Florida
| – | -$684K | -24,658 | Closed |
|
|
IGWM
36
ICA Group Wealth Management
Denver,
Colorado
| – | -$260K | -9,365 | Closed |
|
DURA Hedge Fund Activity: Q4 2022 in Review
34 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VanEck Durable High Dividend ETF (DURA) for Q4 2022, worth a combined $85.6M — up 24% from $68.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new DURA positions and 2 closed out — a net gain of 6 holders — while 13 added to existing stakes and 9 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $2.7M. The largest seller was Bard Financial Services, cutting an estimated $1.04M.
- 34 institutional investors held VanEck Durable High Dividend ETF (DURA) as of Q4 2022, up from 28 in Q3 2022.
- Funds reported $85.6M of VanEck Durable High Dividend ETF stock for Q4 2022, up 24% quarter-over-quarter.
- 8 funds opened new VanEck Durable High Dividend ETF positions in Q4 2022 and 2 closed out, a net change of +6 holders.
- The largest VanEck Durable High Dividend ETF buyer in Q4 2022 was Royal Bank of Canada, an estimated $2.7M added.
- The largest VanEck Durable High Dividend ETF seller in Q4 2022 was Bard Financial Services, an estimated $1.04M sold.
Based on aggregated 13F filings for Q4 2022.