Syntax Stratified US Total Market Hedged ETF
SHUS
4 hedge funds and large institutions have $1.64M invested in Syntax Stratified US Total Market Hedged ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
3% more capital invested
Capital invested by funds: $1.58M → $1.64M (+$50.8K)
0.34% more ownership
Funds ownership: 3.97% → 4.32% (+0.34%)
0% more funds holding
Funds holding: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
+$41.4K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$11.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$39 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
1
Apexium Financial
Dallas,
Texas
| $905K | – | – | – |
|
|
SKK
2
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $645K | +$41.4K | +1,057 | +7% |
|
3
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $74K | – | – | – |
|
|
4
UBS Group
Zurich,
Switzerland
| $11.6K | +$11.7K | +300 | New |
|
|
5
Fidelity Investments
Boston,
Massachusetts
| – | -$39 | -1 | Closed |
|
SHUS Hedge Fund Activity: Q1 2023 in Review
4 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Syntax Stratified US Total Market Hedged ETF (SHUS) for Q1 2023, worth a combined $1.64M — up 3.2% from $1.58M a quarter earlier.
Fund positioning in SHUS was balanced in Q1 2023: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 0 trimmed.
The largest buyer was Shepherd Kaplan Krochuk, adding an estimated $41.4K. The largest seller was Fidelity Investments, exiting entirely with an estimated $39 sold.
- 4 institutional investors held Syntax Stratified US Total Market Hedged ETF (SHUS) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $1.64M of Syntax Stratified US Total Market Hedged ETF stock for Q1 2023, up 3.2% quarter-over-quarter.
- 1 fund opened new Syntax Stratified US Total Market Hedged ETF positions in Q1 2023 and 1 closed out, a net change of 0 holders.
- The largest Syntax Stratified US Total Market Hedged ETF buyer in Q1 2023 was Shepherd Kaplan Krochuk, an estimated $41.4K added.
- The largest Syntax Stratified US Total Market Hedged ETF seller in Q1 2023 was Fidelity Investments, an estimated $39 sold.
Based on aggregated 13F filings for Q1 2023.