Altrius Global Dividend ETF
DIVD
6 hedge funds and large institutions have $2.74M invested in Altrius Global Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
136% more capital invested
Capital invested by funds: $1.16M → $2.74M (+$1.58M)
50% more funds holding
Funds holding: 4 → 6 (+2)
20.42% more ownership
Funds ownership: 18.84% → 39.26% (+20%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$531K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$198K |
| 3 |
ACM
Altrius Capital Management
New Bern,
North Carolina
|
+$30.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3.61K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
1
Altrius Capital Management
New Bern,
North Carolina
| $774K | +$30.9K | +1,043 | +4% |
|
|
OWMIAS
2
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
| $625K | +$583K | +19,687 | New |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $594K | +$531K | +17,913 | +2,228% |
|
|
AC
4
AlphaCore Capital
La Jolla,
California
| $486K | – | – | – |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $212K | +$198K | +6,695 | New |
|
|
LA
6
LM Advisors
San Diego,
California
| $50.4K | +$47.1K | +1,589 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$3.61K | -123 | Closed |
|
DIVD Hedge Fund Activity: Q4 2023 in Review
6 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in Altrius Global Dividend ETF (DIVD) for Q4 2023, worth a combined $2.74M — up 136% from $1.16M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DIVD positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $531K. The largest seller was UBS Group, exiting entirely with an estimated $3.61K sold.
- 6 institutional investors held Altrius Global Dividend ETF (DIVD) as of Q4 2023, up from 4 in Q3 2023.
- Funds reported $2.74M of Altrius Global Dividend ETF stock for Q4 2023, up 136% quarter-over-quarter.
- 3 funds opened new Altrius Global Dividend ETF positions in Q4 2023 and 1 closed out, a net change of +2 holders.
- The largest Altrius Global Dividend ETF buyer in Q4 2023 was Royal Bank of Canada, an estimated $531K added.
- The largest Altrius Global Dividend ETF seller in Q4 2023 was UBS Group, an estimated $3.61K sold.
Based on aggregated 13F filings for Q4 2023.