Syntax Stratified US Total Market Hedged ETF
SHUS
5 hedge funds and large institutions have $2.1M invested in Syntax Stratified US Total Market Hedged ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
28% more capital invested
Capital invested by funds: $1.64M → $2.1M (+$462K)
25% more funds holding
Funds holding: 4 → 5 (+1)
1.3% more ownership
Funds ownership: 4.32% → 5.61% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Barrett & Company
Providence,
Rhode Island
|
+$17.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$11.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
1
Apexium Financial
Dallas,
Texas
| $920K | – | – | – |
|
|
SKK
2
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $656K | – | – | – |
|
|
GS
3
GTS Securities
New York
| $428K | +$416K | +10,877 | New |
|
4
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $75.3K | – | – | – |
|
|
BC
5
Barrett & Company
Providence,
Rhode Island
| $17.8K | +$17.3K | +452 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$11.6K | -300 | Closed |
|
SHUS Hedge Fund Activity: Q2 2023 in Review
5 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Syntax Stratified US Total Market Hedged ETF (SHUS) for Q2 2023, worth a combined $2.1M — up 28% from $1.64M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SHUS positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Barrett & Company, opening a new position worth an estimated $17.3K. The largest seller was UBS Group, exiting entirely with an estimated $11.6K sold.
- 5 institutional investors held Syntax Stratified US Total Market Hedged ETF (SHUS) as of Q2 2023, up from 4 in Q1 2023.
- Funds reported $2.1M of Syntax Stratified US Total Market Hedged ETF stock for Q2 2023, up 28% quarter-over-quarter.
- 2 funds opened new Syntax Stratified US Total Market Hedged ETF positions in Q2 2023 and 1 closed out, a net change of +1 holder.
- The largest Syntax Stratified US Total Market Hedged ETF buyer in Q2 2023 was Barrett & Company, an estimated $17.3K added.
- The largest Syntax Stratified US Total Market Hedged ETF seller in Q2 2023 was UBS Group, an estimated $11.6K sold.
Based on aggregated 13F filings for Q2 2023.