Altrius Global Dividend ETF
DIVD
11 hedge funds and large institutions have $5.03M invested in Altrius Global Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
18% more capital invested
Capital invested by funds: $4.27M → $5.03M (+$760K)
1.18% more ownership
Funds ownership: 75.33% → 76.51% (+1.2%)
8% less funds holding
Funds holding: 12 → 11 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
+$271K |
| 2 |
LA
LM Advisors
San Diego,
California
|
+$163K |
| 3 |
ACM
Altrius Capital Management
New Bern,
North Carolina
|
+$72K |
| 4 |
CAGAS
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
+$17.4K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$202 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$57.8K |
| 2 |
OWMIAS
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
-$44.6K |
| 3 |
TC
TownSquare Capital
Provo,
Utah
|
-$44.6K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$37K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$7.42K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
1
Altrius Capital Management
New Bern,
North Carolina
| $1.25M | +$72K | +2,133 | +6% |
|
|
LA
2
LM Advisors
San Diego,
California
| $900K | +$163K | +4,834 | +23% |
|
|
ASN
3
Advisory Services Network
Atlanta,
Georgia
| $604K | -$7.42K | -220 | -1% |
|
|
OWMIAS
4
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
| $550K | -$44.6K | -1,321 | -8% |
|
|
TC
5
TownSquare Capital
Provo,
Utah
| $536K | -$44.6K | -1,321 | -8% |
|
|
AC
6
AlphaCore Capital
La Jolla,
California
| $495K | – | – | – |
|
|
VF
7
Virtu Financial
New York
| $278K | +$271K | +8,044 | New |
|
|
CAGAS
8
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $238K | +$17.4K | +515 | +8% |
|
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $125K | -$57.8K | -1,713 | -32% |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| $53.9K | +$202 | +6 | +0.4% |
|
11
Morgan Stanley
New York
| $110 | +$67 | +2 | +200% |
|
|
12
Osaic Holdings
Scottsdale,
Arizona
| – | -$37K | -1,175 | Closed |
|
|
TRCT
13
Tower Research Capital (TRC)
New York
| – | -$31 | -1 | Closed |
|
DIVD Hedge Fund Activity: Q1 2025 in Review
11 of the 7,462 institutional investors tracked by Wall St. Rank reported a position in Altrius Global Dividend ETF (DIVD) for Q1 2025, worth a combined $5.03M — up 18% from $4.27M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of DIVD and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 5 added.
The largest buyer was Virtu Financial, opening a new position worth an estimated $271K. The largest seller was Royal Bank of Canada, cutting an estimated $57.8K.
- 11 institutional investors held Altrius Global Dividend ETF (DIVD) as of Q1 2025, down from 12 in Q4 2024.
- Funds reported $5.03M of Altrius Global Dividend ETF stock for Q1 2025, up 18% quarter-over-quarter.
- 1 fund opened new Altrius Global Dividend ETF positions in Q1 2025 and 2 closed out, a net change of -1 holder.
- The largest Altrius Global Dividend ETF buyer in Q1 2025 was Virtu Financial, an estimated $271K added.
- The largest Altrius Global Dividend ETF seller in Q1 2025 was Royal Bank of Canada, an estimated $57.8K sold.
Based on aggregated 13F filings for Q1 2025.