Altrius Global Dividend ETF
DIVD
10 hedge funds and large institutions have $5.6M invested in Altrius Global Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 0 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
11% more capital invested
Capital invested by funds: $5.06M → $5.6M (+$546K)
4.3% more ownership
Funds ownership: 75.38% → 79.68% (+4.3%)
0% more funds holding
Funds holding: 10 → 10 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TownSquare Capital
Provo,
Utah
|
+$137K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$107K |
| 3 |
ACM
Altrius Capital Management
New Bern,
North Carolina
|
+$102K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$266 |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$66 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LA
LM Advisors
San Diego,
California
|
-$29.4K |
| 2 |
OWMIAS
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
-$17.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
1
Advisory Services Network
Atlanta,
Georgia
| $1.61M | – | – | – |
|
|
ACM
2
Altrius Capital Management
New Bern,
North Carolina
| $1.18M | +$102K | +3,063 | +10% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $632K | +$107K | +3,227 | +21% |
|
|
OWMIAS
4
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
| $590K | -$17.5K | -527 | -3% |
|
|
LA
5
LM Advisors
San Diego,
California
| $552K | -$29.4K | -887 | -5% |
|
|
AC
6
AlphaCore Capital
La Jolla,
California
| $510K | – | – | – |
|
|
TC
7
TownSquare Capital
Provo,
Utah
| $440K | +$137K | +4,141 | +47% |
|
|
HI
8
Harbour Investments
Madison,
Wisconsin
| $52.9K | +$266 | +8 | +0.5% |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| $40.1K | +$66 | +2 | +0.2% |
|
10
Morgan Stanley
New York
| $41 | – | – | – |
|
DIVD Hedge Fund Activity: Q3 2024 in Review
10 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in Altrius Global Dividend ETF (DIVD) for Q3 2024, worth a combined $5.6M — up 11% from $5.06M a quarter earlier.
Fund positioning in DIVD was balanced in Q3 2024: 0 funds opened new positions, 0 closed out, 5 added to existing stakes and 2 trimmed.
The largest buyer was TownSquare Capital, adding an estimated $137K. The largest seller was LM Advisors, cutting an estimated $29.4K.
- 10 institutional investors held Altrius Global Dividend ETF (DIVD) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $5.6M of Altrius Global Dividend ETF stock for Q3 2024, up 11% quarter-over-quarter.
- 0 funds opened new Altrius Global Dividend ETF positions in Q3 2024 and 0 closed out.
- The largest Altrius Global Dividend ETF buyer in Q3 2024 was TownSquare Capital, an estimated $137K added.
- The largest Altrius Global Dividend ETF seller in Q3 2024 was LM Advisors, an estimated $29.4K sold.
Based on aggregated 13F filings for Q3 2024.