Reality Shares DIVS ETF
DIVY
DIVY was delisted on the 21st of September, 2020.
30 hedge funds and large institutions have $32M invested in Reality Shares DIVS ETF in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 0 closing their positions.
25% more funds holding
Funds holding: 24 → 30 (+6)
20% more capital invested
Capital invested by funds: $26.7M → $32M (+$5.25M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
31% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWC
MKD Wealth Coaches
Troy,
Michigan
|
+$2.3M |
| 2 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$864K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$591K |
| 4 |
LWS
Lucia Wealth Services
San Diego,
California
|
+$500K |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$445K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$574K |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$374K |
| 3 |
NAM
NorthCoast Asset Management
Greenwich,
Connecticut
|
-$245K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$200K |
| 5 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$195K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
26
Shamrock Asset Management
Dallas,
Texas
| $113K | -$3.93K | -151 | -3% |
|
|
AG
27
Advisor Group
Phoenix,
Arizona
| $109K | +$2.45K | +94 | +2% |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $39K | -$6.5K | -250 | -14% |
|
|
CFA
29
Camarda Financial Advisors
Fleming Island,
Florida
| $6K | +$6.35K | +244 | New |
|
|
AF
30
Advisornet Financial
Minnetonka,
Minnesota
| $3K | +$2.6K | +100 | New |
|
DIVY Hedge Fund Activity: Q1 2019 in Review
30 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Reality Shares DIVS ETF (DIVY) for Q1 2019, worth a combined $32M — up 20% from $26.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DIVY positions and 0 closed out — a net gain of 6 holders — while 9 added to existing stakes and 13 trimmed.
The largest buyer was MKD Wealth Coaches, adding an estimated $2.3M. The largest seller was Envestnet Asset Management, cutting an estimated $574K.
- 30 institutional investors held Reality Shares DIVS ETF (DIVY) as of Q1 2019, up from 24 in Q4 2018.
- Funds reported $32M of Reality Shares DIVS ETF stock for Q1 2019, up 20% quarter-over-quarter.
- 6 funds opened new Reality Shares DIVS ETF positions in Q1 2019 and 0 closed out, a net change of +6 holders.
- The largest Reality Shares DIVS ETF buyer in Q1 2019 was MKD Wealth Coaches, an estimated $2.3M added.
- The largest Reality Shares DIVS ETF seller in Q1 2019 was Envestnet Asset Management, an estimated $574K sold.
Based on aggregated 13F filings for Q1 2019.