Altrius Global Dividend ETF
DIVD
4 hedge funds and large institutions have $1.06M invested in Altrius Global Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
100% more funds holding
Funds holding: 2 → 4 (+2)
74% more capital invested
Capital invested by funds: $608K → $1.06M (+$449K)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
18.47% less ownership
Funds ownership: 42.44% → 23.97% (-18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCA
Bay Colony Advisors
Concord,
Massachusetts
|
+$292K |
| 2 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$97.9K |
| 3 |
ACM
Altrius Capital Management
New Bern,
North Carolina
|
+$47.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.51K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
1
Altrius Capital Management
New Bern,
North Carolina
| $671K | +$47.9K | +1,619 | +8% |
|
|
BCA
2
Bay Colony Advisors
Concord,
Massachusetts
| $289K | +$292K | +9,885 | New |
|
|
AWM
3
Avior Wealth Management
Omaha,
Nebraska
| $97.6K | +$97.9K | +3,310 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $501 | -$2.51K | -85 | -83% |
|
DIVD Hedge Fund Activity: Q1 2023 in Review
4 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in Altrius Global Dividend ETF (DIVD) for Q1 2023, worth a combined $1.06M — up 74% from $608K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new DIVD positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Bay Colony Advisors, opening a new position worth an estimated $292K. The largest seller was UBS Group, cutting an estimated $2.51K.
- 4 institutional investors held Altrius Global Dividend ETF (DIVD) as of Q1 2023, up from 2 in Q4 2022.
- Funds reported $1.06M of Altrius Global Dividend ETF stock for Q1 2023, up 74% quarter-over-quarter.
- 2 funds opened new Altrius Global Dividend ETF positions in Q1 2023 and 0 closed out, a net change of +2 holders.
- The largest Altrius Global Dividend ETF buyer in Q1 2023 was Bay Colony Advisors, an estimated $292K added.
- The largest Altrius Global Dividend ETF seller in Q1 2023 was UBS Group, an estimated $2.51K sold.
Based on aggregated 13F filings for Q1 2023.