Altrius Global Dividend ETF
DIVD
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.
9.37% less ownership
Funds ownership: 28.21% → 18.84% (-9.4%)
20% less funds holding
Funds holding: 5 → 4 (-1)
39% less capital invested
Capital invested by funds: $1.91M → $1.16M (-$753K)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$3.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$435K |
| 2 |
BCA
Bay Colony Advisors
Concord,
Massachusetts
|
-$211K |
| 3 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$97.6K |
| 4 |
ACM
Altrius Capital Management
New Bern,
North Carolina
|
-$15.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
1
Altrius Capital Management
New Bern,
North Carolina
| $685K | -$15.3K | -508 | -2% |
|
|
AC
2
AlphaCore Capital
La Jolla,
California
| $449K | – | – | – |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $24K | -$435K | -14,474 | -95% |
|
|
4
UBS Group
Zurich,
Switzerland
| $3.61K | +$3.7K | +123 | New |
|
|
BCA
5
Bay Colony Advisors
Concord,
Massachusetts
| – | -$211K | -7,145 | Closed |
|
|
AWM
6
Avior Wealth Management
Omaha,
Nebraska
| – | -$97.6K | -3,310 | Closed |
|
DIVD Hedge Fund Activity: Q3 2023 in Review
4 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in Altrius Global Dividend ETF (DIVD) for Q3 2023, worth a combined $1.16M — down 39% from $1.91M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of DIVD and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 0 added.
The largest buyer was UBS Group, opening a new position worth an estimated $3.7K. The largest seller was Royal Bank of Canada, cutting an estimated $435K.
- 4 institutional investors held Altrius Global Dividend ETF (DIVD) as of Q3 2023, down from 5 in Q2 2023.
- Funds reported $1.16M of Altrius Global Dividend ETF stock for Q3 2023, down 39% quarter-over-quarter.
- 1 fund opened new Altrius Global Dividend ETF positions in Q3 2023 and 2 closed out, a net change of -1 holder.
- The largest Altrius Global Dividend ETF buyer in Q3 2023 was UBS Group, an estimated $3.7K added.
- The largest Altrius Global Dividend ETF seller in Q3 2023 was Royal Bank of Canada, an estimated $435K sold.
Based on aggregated 13F filings for Q3 2023.