Sound Equity Dividend Income ETF
DIVY
7 hedge funds and large institutions have $14M invested in Sound Equity Dividend Income ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.
133% more funds holding
Funds holding: 3 → 7 (+4)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
35% more capital invested
Capital invested by funds: $10.4M → $14M (+$3.6M)
3.94% more ownership
Funds ownership: 93.59% → 97.53% (+3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$2.31M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$210K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$195K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$187K |
| 5 |
GWMIA
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
+$10.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.22K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
1
Sound Income Strategies
Ft Lauderdale,
Florida
| $13.1M | +$2.31M | +91,413 | +22% |
|
|
FTUS
2
Flow Traders U.S.
New York
| $453K | +$187K | +7,422 | +74% |
|
|
3
Citadel Advisors
Miami,
Florida
| $216K | +$210K | +8,298 | New |
|
|
AWM
4
AE Wealth Management
Topeka,
Kansas
| $201K | +$195K | +7,734 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $17K | -$2.22K | -88 | -12% |
|
|
GWMIA
6
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $11K | +$10.2K | +405 | New |
|
|
EI
7
Ellevest Inc
New York
| $1K | +$1.51K | +60 | New |
|
DIVY Hedge Fund Activity: Q4 2021 in Review
7 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Sound Equity Dividend Income ETF (DIVY) for Q4 2021, worth a combined $14M — up 35% from $10.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DIVY positions and 0 closed out — a net gain of 4 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Sound Income Strategies, adding an estimated $2.31M. The largest seller was UBS Group, cutting an estimated $2.22K.
- 7 institutional investors held Sound Equity Dividend Income ETF (DIVY) as of Q4 2021, up from 3 in Q3 2021.
- Funds reported $14M of Sound Equity Dividend Income ETF stock for Q4 2021, up 35% quarter-over-quarter.
- 4 funds opened new Sound Equity Dividend Income ETF positions in Q4 2021 and 0 closed out, a net change of +4 holders.
- The largest Sound Equity Dividend Income ETF buyer in Q4 2021 was Sound Income Strategies, an estimated $2.31M added.
- The largest Sound Equity Dividend Income ETF seller in Q4 2021 was UBS Group, an estimated $2.22K sold.
Based on aggregated 13F filings for Q4 2021.