Syntax Stratified US Total Market Hedged ETF
SHUS
5 hedge funds and large institutions have $2.61M invested in Syntax Stratified US Total Market Hedged ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
2% less ownership
Funds ownership: 9.32% → 7.32% (-2%)
17% less funds holding
Funds holding: 6 → 5 (-1)
22% less capital invested
Capital invested by funds: $3.36M → $2.61M (-$752K)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Apexium Financial
Dallas,
Texas
|
+$5.97K |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$38 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$838K |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$72.6K |
| 3 |
BC
Barrett & Company
Providence,
Rhode Island
|
-$17.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GS
1
GTS Securities
New York
| $979K | -$838K | -21,909 | -48% |
|
|
AF
2
Apexium Financial
Dallas,
Texas
| $953K | +$5.97K | +156 | +0.7% |
|
|
SKK
3
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $675K | – | – | – |
|
4
UBS Group
Zurich,
Switzerland
| $405 | – | – | – |
|
|
5
Fidelity Investments
Boston,
Massachusetts
| $40 | +$38 | +1 | New |
|
|
6
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$72.6K | -1,914 | Closed |
|
|
BC
7
Barrett & Company
Providence,
Rhode Island
| – | -$17.2K | -452 | Closed |
|
SHUS Hedge Fund Activity: Q4 2023 in Review
5 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Syntax Stratified US Total Market Hedged ETF (SHUS) for Q4 2023, worth a combined $2.61M — down 22% from $3.36M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of SHUS and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 1 added.
The largest buyer was Apexium Financial, adding an estimated $5.97K. The largest seller was GTS Securities, cutting an estimated $838K.
- 5 institutional investors held Syntax Stratified US Total Market Hedged ETF (SHUS) as of Q4 2023, down from 6 in Q3 2023.
- Funds reported $2.61M of Syntax Stratified US Total Market Hedged ETF stock for Q4 2023, down 22% quarter-over-quarter.
- 1 fund opened new Syntax Stratified US Total Market Hedged ETF positions in Q4 2023 and 2 closed out, a net change of -1 holder.
- The largest Syntax Stratified US Total Market Hedged ETF buyer in Q4 2023 was Apexium Financial, an estimated $5.97K added.
- The largest Syntax Stratified US Total Market Hedged ETF seller in Q4 2023 was GTS Securities, an estimated $838K sold.
Based on aggregated 13F filings for Q4 2023.