Altrius Global Dividend ETF
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.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
50% more funds holding
Funds holding: 6 → 9 (+3)
7% more capital invested
Capital invested by funds: $2.74M → $2.95M (+$205K)
2.56% more ownership
Funds ownership: 39.26% → 41.82% (+2.6%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LA
LM Advisors
San Diego,
California
|
+$309K |
| 2 |
FIM
Fernwood Investment Management
Quincy,
Massachusetts
|
+$135K |
| 3 |
ACM
Altrius Capital Management
New Bern,
North Carolina
|
+$88.9K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$48.4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.67K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$262K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$212K |
| 3 |
OWMIAS
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
-$60.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
1
Altrius Capital Management
New Bern,
North Carolina
| $911K | +$88.9K | +2,777 | +11% |
|
|
OWMIAS
2
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
| $598K | -$60.1K | -1,877 | -10% |
|
|
AC
3
AlphaCore Capital
La Jolla,
California
| $513K | – | – | – |
|
|
LA
4
LM Advisors
San Diego,
California
| $377K | +$309K | +9,638 | +607% |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $353K | -$262K | -8,184 | -44% |
|
|
FIM
6
Fernwood Investment Management
Quincy,
Massachusetts
| $142K | +$135K | +4,227 | New |
|
|
HI
7
Harbour Investments
Madison,
Wisconsin
| $50.7K | +$48.4K | +1,510 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| $1.75K | +$1.67K | +52 | New |
|
9
Morgan Stanley
New York
| $46 | +$32 | +1 | New |
|
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$212K | -6,695 | Closed |
|
DIVD Hedge Fund Activity: Q1 2024 in Review
9 of the 6,945 institutional investors tracked by Wall St. Rank reported a position in Altrius Global Dividend ETF (DIVD) for Q1 2024, worth a combined $2.95M — up 7.5% from $2.74M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DIVD positions and 1 closed out — a net gain of 3 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was LM Advisors, adding an estimated $309K. The largest seller was Royal Bank of Canada, cutting an estimated $262K.
- 9 institutional investors held Altrius Global Dividend ETF (DIVD) as of Q1 2024, up from 6 in Q4 2023.
- Funds reported $2.95M of Altrius Global Dividend ETF stock for Q1 2024, up 7.5% quarter-over-quarter.
- 4 funds opened new Altrius Global Dividend ETF positions in Q1 2024 and 1 closed out, a net change of +3 holders.
- The largest Altrius Global Dividend ETF buyer in Q1 2024 was LM Advisors, an estimated $309K added.
- The largest Altrius Global Dividend ETF seller in Q1 2024 was Royal Bank of Canada, an estimated $262K sold.
Based on aggregated 13F filings for Q1 2024.