Altrius Global Dividend ETF
DIVD
DIVD
9 hedge funds and large institutions have $2.95M invested in Altrius Global Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
9
Holders Change
+3
Holders Change %
+50%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
2
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
ACM
1
Altrius Capital Management
New Bern,
North Carolina
| $911K | +$93.2K | +2,777 | +11% |
|
|
OWMIAS
2
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
| $598K | -$63K | -1,877 | -10% |
|
|
AC
3
AlphaCore Capital
La Jolla,
California
| $513K | – | – | – |
|
|
LA
4
LM Advisors
San Diego,
California
| $377K | +$324K | +9,638 | +607% |
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $353K | -$274K | -8,184 | -44% |
|
|
FIM
6
Fernwood Investment Management
Quincy,
Massachusetts
| $142K | +$142K | +4,227 | New |
|
|
HI
7
Harbour Investments
Madison,
Wisconsin
| $50.7K | +$50.7K | +1,510 | New |
|
8
UBS Group
Zurich,
Switzerland
| $1.75K | +$1.75K | +52 | New |
|
9
Morgan Stanley
New York
| $46 | +$46 | +1 | New |
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$212K | -6,695 | Closed |
|