Altrius Global Dividend ETF
DIVD
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.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
81% more capital invested
Capital invested by funds: $1.06M → $1.91M (+$856K)
25% more funds holding
Funds holding: 4 → 5 (+1)
4.24% more ownership
Funds ownership: 23.97% → 28.21% (+4.2%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
AlphaCore Capital
La Jolla,
California
|
+$449K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$449K |
| 3 |
ACM
Altrius Capital Management
New Bern,
North Carolina
|
+$32.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCA
Bay Colony Advisors
Concord,
Massachusetts
|
-$80.5K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$501 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
1
Altrius Capital Management
New Bern,
North Carolina
| $703K | +$32.7K | +1,112 | +5% |
|
|
AC
2
AlphaCore Capital
La Jolla,
California
| $451K | +$449K | +15,300 | New |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $451K | +$449K | +15,278 | New |
|
|
BCA
4
Bay Colony Advisors
Concord,
Massachusetts
| $211K | -$80.5K | -2,740 | -28% |
|
|
AWM
5
Avior Wealth Management
Omaha,
Nebraska
| $97.6K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$501 | -17 | Closed |
|
DIVD Hedge Fund Activity: Q2 2023 in Review
5 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in Altrius Global Dividend ETF (DIVD) for Q2 2023, worth a combined $1.91M — up 81% from $1.06M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new DIVD positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was AlphaCore Capital, opening a new position worth an estimated $449K. The largest seller was Bay Colony Advisors, cutting an estimated $80.5K.
- 5 institutional investors held Altrius Global Dividend ETF (DIVD) as of Q2 2023, up from 4 in Q1 2023.
- Funds reported $1.91M of Altrius Global Dividend ETF stock for Q2 2023, up 81% quarter-over-quarter.
- 2 funds opened new Altrius Global Dividend ETF positions in Q2 2023 and 1 closed out, a net change of +1 holder.
- The largest Altrius Global Dividend ETF buyer in Q2 2023 was AlphaCore Capital, an estimated $449K added.
- The largest Altrius Global Dividend ETF seller in Q2 2023 was Bay Colony Advisors, an estimated $80.5K sold.
Based on aggregated 13F filings for Q2 2023.