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Guinness Atkinson Dividend Builder ETF

19 hedge funds and large institutions have $9.1M invested in Guinness Atkinson Dividend Builder ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

6% more funds holding

Funds holding: 1819 (+1)

1.14% more ownership

Funds ownership: 27.29%28.43% (+1.1%)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

31% less capital invested

Capital invested by funds: $13.2M → $9.1M (-$4.13M)

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.61M +$629K +23,644 +67%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.26M -$143K -5,370 -10%
RA
3
RFG Advisory
Alabama
$1.1M -$22.5K -845 -2%
Jane Street
4
Jane Street
New York
$914K -$134K -5,041 -13%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$793K +$62.4K +2,347 +9%
Citadel Advisors
6
Citadel Advisors
Florida
$537K +$522K +19,646 New
VWA
7
Visionary Wealth Advisors
Illinois
$528K +$33.1K +1,244 +7%
AWS
8
Atria Wealth Solutions
New York
$492K
LA
9
Lakeside Advisors
Washington
$408K
LSIA
10
LaSalle St. Investment Advisors
Illinois
$343K -$231K -8,676 -41%
SFP
11
Sterling Financial Planning
New Jersey
$256K -$9.84K -370 -4%
JWCA
12
J.W. Cole Advisors
Florida
$205K +$199K +7,498 New
PIMG
13
Patriot Investment Management Group
Tennessee
$204K -$75.6K -2,845 -28%
Osaic Holdings
14
Osaic Holdings
Arizona
$198K -$103K -3,889 -35%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$100K +$47.9K +1,802 +97%
HI
16
Harbour Investments
Wisconsin
$97.9K +$5.4K +203 +6%
AIC
17
Archer Investment Corporation
Indiana
$33.1K +$15.6K +587 +94%
CFD
18
Creative Financial Designs
Indiana
$5.99K
UBS Group
19
UBS Group
Switzerland
$2.35K -$277K -10,409 -99%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
-$159K -6,132 Closed

DIVS Hedge Fund Activity: Q1 2024 in Review

19 of the 6,948 institutional investors tracked by Wall St. Rank reported a position in Guinness Atkinson Dividend Builder ETF (DIVS) for Q1 2024, worth a combined $9.1M — down 31% from $13.2M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new DIVS positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $629K. The largest seller was UBS Group, cutting an estimated $277K.

  • 19 institutional investors held Guinness Atkinson Dividend Builder ETF (DIVS) as of Q1 2024, up from 18 in Q4 2023.
  • Funds reported $9.1M of Guinness Atkinson Dividend Builder ETF stock for Q1 2024, down 31% quarter-over-quarter.
  • 2 funds opened new Guinness Atkinson Dividend Builder ETF positions in Q1 2024 and 1 closed out, a net change of +1 holder.
  • The largest Guinness Atkinson Dividend Builder ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $629K added.
  • The largest Guinness Atkinson Dividend Builder ETF seller in Q1 2024 was UBS Group, an estimated $277K sold.

Based on aggregated 13F filings for Q1 2024.