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Altrius Global Dividend ETF

4 hedge funds and large institutions have $1.16M invested in Altrius Global Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4
Holders Change
-1
Holders Change %
-20%
% of All Funds
0.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
1
Altrius Capital Management
North Carolina
$685K -$14.9K -508 -2%
AC
2
AlphaCore Capital
California
$449K
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$24K -$432K -14,474 -95%
UBS Group
4
UBS Group
Switzerland
$3.61K +$3.61K +123 New
BCA
5
Bay Colony Advisors
Massachusetts
-$211K -7,145 Closed
AWM
6
Avior Wealth Management
Nebraska
-$97.6K -3,310 Closed