Altrius Global Dividend ETF
DIVD
10 hedge funds and large institutions have $5.06M invested in Altrius Global Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
72% more capital invested
Capital invested by funds: $2.95M → $5.06M (+$2.11M)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
33.56% more ownership
Funds ownership: 41.82% → 75.38% (+34%)
11% more funds holding
Funds holding: 9 → 10 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$1.64M |
| 2 |
TC
TownSquare Capital
Provo,
Utah
|
+$285K |
| 3 |
LA
LM Advisors
San Diego,
California
|
+$190K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$155K |
| 5 |
ACM
Altrius Capital Management
New Bern,
North Carolina
|
+$141K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Fernwood Investment Management
Quincy,
Massachusetts
|
-$142K |
| 2 |
AC
AlphaCore Capital
La Jolla,
California
|
-$11.4K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.75K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
1
Advisory Services Network
Atlanta,
Georgia
| $1.61M | +$1.64M | +50,267 | New |
|
|
ACM
2
Altrius Capital Management
New Bern,
North Carolina
| $1.01M | +$141K | +4,331 | +16% |
|
|
OWMIAS
3
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
| $569K | – | – | – |
|
|
LA
4
LM Advisors
San Diego,
California
| $545K | +$190K | +5,831 | +52% |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $488K | +$155K | +4,743 | +45% |
|
|
AC
6
AlphaCore Capital
La Jolla,
California
| $477K | -$11.4K | -350 | -2% |
|
|
TC
7
TownSquare Capital
Provo,
Utah
| $279K | +$285K | +8,740 | New |
|
|
HI
8
Harbour Investments
Madison,
Wisconsin
| $48.8K | +$588 | +18 | +1% |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $37.5K | +$38.3K | +1,173 | New |
|
10
Morgan Stanley
New York
| $45 | – | – | – |
|
|
FIM
11
Fernwood Investment Management
Quincy,
Massachusetts
| – | -$142K | -4,227 | Closed |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$1.75K | -52 | Closed |
|
DIVD Hedge Fund Activity: Q2 2024 in Review
10 of the 6,927 institutional investors tracked by Wall St. Rank reported a position in Altrius Global Dividend ETF (DIVD) for Q2 2024, worth a combined $5.06M — up 72% from $2.95M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DIVD positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Advisory Services Network, opening a new position worth an estimated $1.64M. The largest seller was Fernwood Investment Management, exiting entirely with an estimated $142K sold.
- 10 institutional investors held Altrius Global Dividend ETF (DIVD) as of Q2 2024, up from 9 in Q1 2024.
- Funds reported $5.06M of Altrius Global Dividend ETF stock for Q2 2024, up 72% quarter-over-quarter.
- 3 funds opened new Altrius Global Dividend ETF positions in Q2 2024 and 2 closed out, a net change of +1 holder.
- The largest Altrius Global Dividend ETF buyer in Q2 2024 was Advisory Services Network, an estimated $1.64M added.
- The largest Altrius Global Dividend ETF seller in Q2 2024 was Fernwood Investment Management, an estimated $142K sold.
Based on aggregated 13F filings for Q2 2024.