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Guinness Atkinson Dividend Builder ETF

22 hedge funds and large institutions have $16.9M invested in Guinness Atkinson Dividend Builder ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

80% more capital invested

Capital invested by funds: $9.39M → $16.9M (+$7.47M)

22% more funds holding

Funds holding: 1822 (+4)

15.24% more ownership

Funds ownership: 28.05%43.29% (+15%)

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$7.27M +$7.35M +248,464 +3,392%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.9M -$232K -7,835 -11%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.31M +$14.6K +494 +1%
CIG
4
CHB Investment Group
Pennsylvania
$1.15M -$353K -11,924 -23%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$969K +$80.4K +2,718 +9%
Jane Street
6
Jane Street
New York
$573K +$269K +9,095 +82%
AWS
7
Atria Wealth Solutions
New York
$502K
RA
8
RFG Advisory
Alabama
$469K +$27.4K +927 +6%
LA
9
Lakeside Advisors
Washington
$467K +$14.8K +500 +3%
Citadel Advisors
10
Citadel Advisors
Florida
$463K +$482K +16,274 New
PRTG
11
Post Resch Tallon Group
New York
$270K +$282K +9,530 New
TKP
12
Tallon Kerry Patrick
$270K +$282K +9,530 New
SFP
13
Sterling Financial Planning
New Jersey
$252K -$14.8K -500 -5%
LSIA
14
LaSalle St. Investment Advisors
Illinois
$242K -$2.87K -97 -1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$230K +$128K +4,311 +114%
JWCA
16
J.W. Cole Advisors
Florida
$219K +$4.32K +146 +2%
CA
17
Clearstead Advisors
Ohio
$162K +$3.2K +108 +2%
HI
18
Harbour Investments
Wisconsin
$75.3K -$5.56K -188 -7%
AIC
19
Archer Investment Corporation
Indiana
$66K
UBS Group
20
UBS Group
Switzerland
$6.25K +$4.2K +142 +182%
TFGT
21
TS Financial Group (TSFG)
Illinois
$1K +$592 +20 New
Morgan Stanley
22
Morgan Stanley
New York
$51

DIVS Hedge Fund Activity: Q4 2024 in Review

22 of the 7,601 institutional investors tracked by Wall St. Rank reported a position in Guinness Atkinson Dividend Builder ETF (DIVS) for Q4 2024, worth a combined $16.9M — up 80% from $9.39M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new DIVS positions and 0 closed out — a net gain of 4 holders — while 10 added to existing stakes and 5 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $7.35M. The largest seller was CHB Investment Group, cutting an estimated $353K.

  • 22 institutional investors held Guinness Atkinson Dividend Builder ETF (DIVS) as of Q4 2024, up from 18 in Q3 2024.
  • Funds reported $16.9M of Guinness Atkinson Dividend Builder ETF stock for Q4 2024, up 80% quarter-over-quarter.
  • 4 funds opened new Guinness Atkinson Dividend Builder ETF positions in Q4 2024 and 0 closed out, a net change of +4 holders.
  • The largest Guinness Atkinson Dividend Builder ETF buyer in Q4 2024 was Osaic Holdings, an estimated $7.35M added.
  • The largest Guinness Atkinson Dividend Builder ETF seller in Q4 2024 was CHB Investment Group, an estimated $353K sold.

Based on aggregated 13F filings for Q4 2024.