Altrius Global Dividend ETF
DIVD
12 hedge funds and large institutions have $4.27M invested in Altrius Global Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and closing their positions.
20% more funds holding
Funds holding: 10 → 12 (+2)
4.35% less ownership
Funds ownership: 79.68% → 75.33% (-4.3%)
24% less capital invested
Capital invested by funds: $5.6M → $4.27M (-$1.33M)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAGAS
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
+$211K |
| 2 |
LA
LM Advisors
San Diego,
California
|
+$166K |
| 3 |
TC
TownSquare Capital
Provo,
Utah
|
+$130K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$464 |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$33 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$1.08M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$437K |
| 3 |
AC
AlphaCore Capital
La Jolla,
California
|
-$21.5K |
| 4 |
ACM
Altrius Capital Management
New Bern,
North Carolina
|
-$18.8K |
| 5 |
OWMIAS
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
-$2.32K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
1
Altrius Capital Management
New Bern,
North Carolina
| $1.07M | -$18.8K | -566 | -2% |
|
|
LA
2
LM Advisors
San Diego,
California
| $667K | +$166K | +5,014 | +31% |
|
|
ASN
3
Advisory Services Network
Atlanta,
Georgia
| $557K | -$1.08M | -32,582 | -65% |
|
|
OWMIAS
4
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
| $542K | -$2.32K | -70 | -0.4% |
|
|
TC
5
TownSquare Capital
Provo,
Utah
| $529K | +$130K | +3,928 | +30% |
|
|
AC
6
AlphaCore Capital
La Jolla,
California
| $450K | -$21.5K | -650 | -4% |
|
|
CAGAS
7
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $200K | +$211K | +6,366 | New |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $167K | -$437K | -13,186 | -71% |
|
|
HI
9
Harbour Investments
Madison,
Wisconsin
| $48.8K | +$464 | +14 | +0.9% |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $37K | – | – | – |
|
11
Morgan Stanley
New York
| $54 | – | – | – |
|
|
TRCT
12
Tower Research Capital (TRC)
New York
| $31 | +$33 | +1 | New |
|
DIVD Hedge Fund Activity: Q4 2024 in Review
12 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Altrius Global Dividend ETF (DIVD) for Q4 2024, worth a combined $4.27M — down 24% from $5.6M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new DIVD positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 5 trimmed.
The largest buyer was Capital Advisory Group Advisory Services, opening a new position worth an estimated $211K. The largest seller was Advisory Services Network, cutting an estimated $1.08M.
- 12 institutional investors held Altrius Global Dividend ETF (DIVD) as of Q4 2024, up from 10 in Q3 2024.
- Funds reported $4.27M of Altrius Global Dividend ETF stock for Q4 2024, down 24% quarter-over-quarter.
- 2 funds opened new Altrius Global Dividend ETF positions in Q4 2024 and 0 closed out, a net change of +2 holders.
- The largest Altrius Global Dividend ETF buyer in Q4 2024 was Capital Advisory Group Advisory Services, an estimated $211K added.
- The largest Altrius Global Dividend ETF seller in Q4 2024 was Advisory Services Network, an estimated $1.08M sold.
Based on aggregated 13F filings for Q4 2024.