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Altrius Global Dividend ETF

5 hedge funds and large institutions have $1.91M invested in Altrius Global Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
1
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
1
Altrius Capital Management
North Carolina
$703K +$32.8K +1,112 +5%
AC
2
AlphaCore Capital
California
$451K +$451K +15,300 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$451K +$451K +15,278 New
BCA
4
Bay Colony Advisors
Massachusetts
$211K -$80.8K -2,740 -28%
AWM
5
Avior Wealth Management
Nebraska
$97.6K
UBS Group
6
UBS Group
Switzerland
-$501 -17 Closed