Syntax Stratified US Total Market Hedged ETF
SHUS
5 hedge funds and large institutions have $2.4M invested in Syntax Stratified US Total Market Hedged ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
0.6% less ownership
Funds ownership: 7.32% → 6.72% (-0.6%)
8% less capital invested
Capital invested by funds: $2.61M → $2.4M (-$209K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$31.3K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$19.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$347K |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$40 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
1
Apexium Financial
Dallas,
Texas
| $989K | – | – | – |
|
|
SKK
2
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $701K | – | – | – |
|
|
GS
3
GTS Securities
New York
| $655K | -$347K | -8,581 | -35% |
|
|
4
Morgan Stanley
New York
| $32.5K | +$31.3K | +774 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $20.4K | +$19.3K | +476 | +4,760% |
|
|
6
Fidelity Investments
Boston,
Massachusetts
| – | -$40 | -1 | Closed |
|
SHUS Hedge Fund Activity: Q1 2024 in Review
5 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Syntax Stratified US Total Market Hedged ETF (SHUS) for Q1 2024, worth a combined $2.4M — down 8% from $2.61M a quarter earlier.
Fund positioning in SHUS was balanced in Q1 2024: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 1 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $31.3K. The largest seller was GTS Securities, cutting an estimated $347K.
- 5 institutional investors held Syntax Stratified US Total Market Hedged ETF (SHUS) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $2.4M of Syntax Stratified US Total Market Hedged ETF stock for Q1 2024, down 8% quarter-over-quarter.
- 1 fund opened new Syntax Stratified US Total Market Hedged ETF positions in Q1 2024 and 1 closed out, a net change of 0 holders.
- The largest Syntax Stratified US Total Market Hedged ETF buyer in Q1 2024 was Morgan Stanley, an estimated $31.3K added.
- The largest Syntax Stratified US Total Market Hedged ETF seller in Q1 2024 was GTS Securities, an estimated $347K sold.
Based on aggregated 13F filings for Q1 2024.