Dana Concentrated Dividend ETF
DIVE
5 hedge funds and large institutions have $42.1M invested in Dana Concentrated Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.
150% more funds holding
Funds holding: 2 → 5 (+3)
32% more capital invested
Capital invested by funds: $31.9M → $42.1M (+$10.3M)
0.03% less ownership
Funds ownership: 96.75% → 96.72% (-0.03%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$9.75M |
| 2 |
HA
Huntleigh Advisors
St. Louis,
Missouri
|
+$367K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$20.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DIA
Dana Investment Advisors
Waukesha,
Wisconsin
|
-$488K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DIA
1
Dana Investment Advisors
Waukesha,
Wisconsin
| $28.1M | -$488K | -19,559 | -2% |
|
|
2
Bank of New York Mellon
New York
| $9.93M | +$9.75M | +390,473 | New |
|
3
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $3.66M | – | – | – |
|
|
HA
4
Huntleigh Advisors
St. Louis,
Missouri
| $374K | +$367K | +14,704 | New |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $20.9K | +$20.5K | +822 | New |
|
DIVE Hedge Fund Activity: Q4 2025 in Review
5 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Dana Concentrated Dividend ETF (DIVE) for Q4 2025, worth a combined $42.1M — up 32% from $31.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DIVE positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $9.75M. The largest seller was Dana Investment Advisors, cutting an estimated $488K.
- 5 institutional investors held Dana Concentrated Dividend ETF (DIVE) as of Q4 2025, up from 2 in Q3 2025.
- Funds reported $42.1M of Dana Concentrated Dividend ETF stock for Q4 2025, up 32% quarter-over-quarter.
- 3 funds opened new Dana Concentrated Dividend ETF positions in Q4 2025 and 0 closed out, a net change of +3 holders.
- The largest Dana Concentrated Dividend ETF buyer in Q4 2025 was Bank of New York Mellon, an estimated $9.75M added.
- The largest Dana Concentrated Dividend ETF seller in Q4 2025 was Dana Investment Advisors, an estimated $488K sold.
Based on aggregated 13F filings for Q4 2025.