Altrius Global Dividend ETF
DIVD
10 hedge funds and large institutions have $8.45M invested in Altrius Global Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
2% more capital invested
Capital invested by funds: $8.25M → $8.45M (+$202K)
9% less funds holding
Funds holding: 11 → 10 (-1)
15.13% less ownership
Funds ownership: 74.53% → 59.4% (-15%)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Altrius Capital Management
New Bern,
North Carolina
|
+$1.09M |
| 2 |
GVCM
Global View Capital Management
Waukesha,
Wisconsin
|
+$187K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$150K |
| 4 |
CAGAS
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
+$7.02K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$488 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LA
LM Advisors
San Diego,
California
|
-$1.46M |
| 2 |
HCA
Harpswell Capital Advisors
Yarmouth,
Maine
|
-$75.1K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$18.8K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$17.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
1
Altrius Capital Management
New Bern,
North Carolina
| $5.98M | +$1.09M | +28,909 | +23% |
|
|
OWMIAS
2
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
| $502K | – | – | – |
|
|
GVCM
3
Global View Capital Management
Waukesha,
Wisconsin
| $472K | +$187K | +4,975 | +68% |
|
|
ASN
4
Advisory Services Network
Atlanta,
Georgia
| $466K | -$18.8K | -500 | -4% |
|
|
HCA
5
Harpswell Capital Advisors
Yarmouth,
Maine
| $385K | -$75.1K | -2,000 | -17% |
|
|
CAGAS
6
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $344K | +$7.02K | +187 | +2% |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $193K | +$150K | +4,003 | +401% |
|
|
HI
8
Harbour Investments
Madison,
Wisconsin
| $61.6K | +$488 | +13 | +0.8% |
|
|
LA
9
LM Advisors
San Diego,
California
| $44.5K | -$1.46M | -38,926 | -96% |
|
10
Morgan Stanley
New York
| $78 | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$17.5K | -475 | Closed |
|
DIVD Hedge Fund Activity: Q4 2025 in Review
10 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Altrius Global Dividend ETF (DIVD) for Q4 2025, worth a combined $8.45M — up 2.4% from $8.25M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of DIVD and 0 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 5 added.
The largest buyer was Altrius Capital Management, adding an estimated $1.09M. The largest seller was LM Advisors, cutting an estimated $1.46M.
- 10 institutional investors held Altrius Global Dividend ETF (DIVD) as of Q4 2025, down from 11 in Q3 2025.
- Funds reported $8.45M of Altrius Global Dividend ETF stock for Q4 2025, up 2.4% quarter-over-quarter.
- 0 funds opened new Altrius Global Dividend ETF positions in Q4 2025 and 1 closed out, a net change of -1 holder.
- The largest Altrius Global Dividend ETF buyer in Q4 2025 was Altrius Capital Management, an estimated $1.09M added.
- The largest Altrius Global Dividend ETF seller in Q4 2025 was LM Advisors, an estimated $1.46M sold.
Based on aggregated 13F filings for Q4 2025.