Sound Equity Dividend Income ETFDIVY
DIVY
0
Funds holding %
of 7,327 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
7% more funds holding
Funds holding: 14 [Q4 2024] → 15 (+1) [Q1 2025]
0.32% less ownership
Funds ownership: 89.37% [Q4 2024] → 89.05% (-0.32%) [Q1 2025]
2% less capital invested
Capital invested by funds: $27.3M [Q4 2024] → $26.9M (-$436K) [Q1 2025]
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
Research analyst outlook
We haven’t received any recent analyst ratings for DIVY.
Financial journalist opinion
Positive
Seeking Alpha
2 months ago
DIVY: High Dividends Don't Overcome Quality And Growth Deficiencies
DIVY is an actively managed fund with a 4.67% 30-day SEC yield and a 10.68x forward P/E. It's currently comprised of 36 stocks and the ETF has a 0.45% ER. In my peer group comparison with FDVV, SCHD, HDV, and FDL, DIVY's yield and valuation metrics were the strongest. However, DIVY has delivered below-average results since its launch. My fundamental analysis reveals poor quality and growth as the likely reasons. Low earnings growth and profit margins will limit dividend growth and protection in market downturns.
Neutral
GlobeNewsWire
1 year ago
Sound Income to Change Listing Exchange of ETFs to NYSE
NEW YORK, June 14, 2024 (GLOBE NEWSWIRE) -- Tidal Investments LLC (“Tidal”) announced today that Sound Income, a renowned asset management firm, will change the listing exchange for shares of each of the following series (each, an “ETF” and, collectively, the “ETFs”) of Sound Income ETF Trust (the “Trust”) from NYSE Arca, Inc. to the New York Stock Exchange LLC (“NYSE”), effective June 21, 2024:
Charts implemented using Lightweight Charts™