Guinness Atkinson Dividend Builder ETF
DIVS
10 hedge funds and large institutions have $4.88M invested in Guinness Atkinson Dividend Builder ETF in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
34% more capital invested
Capital invested by funds: $3.64M → $4.88M (+$1.24M)
4.53% more ownership
Funds ownership: 18.5% → 23.02% (+4.5%)
0% more funds holding
Funds holding: 10 → 10 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$262K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$49.6K |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$47K |
| 4 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$38.5K |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$30.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Claraphi Advisory Network
Aliso Viejo,
United States
|
-$209K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$134K |
| 3 |
PIMG
Patriot Investment Management Group
Knoxville,
Tennessee
|
-$30.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.01M | +$49.6K | +2,163 | +5% |
|
|
RA
2
RFG Advisory
Birmingham,
Alabama
| $998K | +$38.5K | +1,679 | +4% |
|
|
LSIA
3
LaSalle St. Investment Advisors
Elmhurst,
Illinois
| $944K | +$938K | +40,891 | New |
|
|
AWS
4
Atria Wealth Solutions
New York
| $513K | – | – | – |
|
|
PIMG
5
Patriot Investment Management Group
Knoxville,
Tennessee
| $411K | -$30.5K | -1,330 | -7% |
|
|
LA
6
Lakeside Advisors
Seattle,
Washington
| $345K | – | – | – |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $340K | +$262K | +11,449 | +350% |
|
|
SFP
8
Sterling Financial Planning
Sparta,
New Jersey
| $242K | – | – | – |
|
|
HI
9
Harbour Investments
Madison,
Wisconsin
| $47.4K | +$47K | +2,051 | New |
|
|
BAM
10
Belpointe Asset Management
Reno,
Nevada
| $31K | +$30.8K | +1,342 | New |
|
|
CAN
11
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$209K | -9,890 | Closed |
|
|
12
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$134K | -6,346 | Closed |
|
DIVS Hedge Fund Activity: Q4 2022 in Review
10 of the 6,225 institutional investors tracked by Wall St. Rank reported a position in Guinness Atkinson Dividend Builder ETF (DIVS) for Q4 2022, worth a combined $4.88M — up 34% from $3.64M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DIVS positions and 2 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 $262K. The largest seller was Claraphi Advisory Network, exiting entirely with an estimated $209K sold.
- 10 institutional investors held Guinness Atkinson Dividend Builder ETF (DIVS) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $4.88M of Guinness Atkinson Dividend Builder ETF stock for Q4 2022, up 34% quarter-over-quarter.
- 3 funds opened new Guinness Atkinson Dividend Builder ETF positions in Q4 2022 and 2 closed out, a net change of +1 holder.
- The largest Guinness Atkinson Dividend Builder ETF buyer in Q4 2022 was Osaic Holdings, an estimated $262K added.
- The largest Guinness Atkinson Dividend Builder ETF seller in Q4 2022 was Claraphi Advisory Network, an estimated $209K sold.
Based on aggregated 13F filings for Q4 2022.