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DIVE

Dana Concentrated Dividend ETF

6 hedge funds and large institutions have $40.6M invested in Dana Concentrated Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

20% more funds holding

Funds holding: 56 (+1)

4% less capital invested

Capital invested by funds: $42.1M → $40.6M (-$1.49M)

3.16% less ownership

Funds ownership: 96.72%93.55% (-3.2%)

Holders
6
Holders Change
+1
Holders Change %
+20%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
3
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DIA
1
Dana Investment Advisors
Wisconsin
$26.7M -$20.8K -814 -0.1%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$9.64M +$229K +8,970 +2%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$3.47M
HA
4
Huntleigh Advisors
Missouri
$361K +$6.74K +264 +2%
Osaic Holdings
5
Osaic Holdings
Arizona
$260K +$254K +9,951 +1,211%
Citadel Advisors
6
Citadel Advisors
Florida
$204K +$215K +8,439 New

DIVE Hedge Fund Activity: Q1 2026 in Review

6 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Dana Concentrated Dividend ETF (DIVE) for Q1 2026, worth a combined $40.6M — down 3.5% from $42.1M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new DIVE positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $254K. The largest seller was Dana Investment Advisors, cutting an estimated $20.8K.

  • 6 institutional investors held Dana Concentrated Dividend ETF (DIVE) as of Q1 2026, up from 5 in Q4 2025.
  • Funds reported $40.6M of Dana Concentrated Dividend ETF stock for Q1 2026, down 3.5% quarter-over-quarter.
  • 1 fund opened new Dana Concentrated Dividend ETF positions in Q1 2026 and 0 closed out, a net change of +1 holder.
  • The largest Dana Concentrated Dividend ETF buyer in Q1 2026 was Osaic Holdings, an estimated $254K added.
  • The largest Dana Concentrated Dividend ETF seller in Q1 2026 was Dana Investment Advisors, an estimated $20.8K sold.

Based on aggregated 13F filings for Q1 2026.