Sound Equity Dividend Income ETF
DIVY
5 hedge funds and large institutions have $15.4M invested in Sound Equity Dividend Income ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 4 closing their positions.
10% more capital invested
Capital invested by funds: $14M → $15.4M (+$1.46M)
6.93% less ownership
Funds ownership: 97.53% → 90.6% (-6.9%)
29% less funds holding
Funds holding: 7 → 5 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$1.6M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$5.05K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$26 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$263K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$216K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$201K |
| 4 |
GWMIA
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
-$11K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.92K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
1
Sound Income Strategies
Ft Lauderdale,
Florida
| $15.2M | +$1.6M | +60,750 | +12% |
|
|
FTUS
2
Flow Traders U.S.
New York
| $200K | -$263K | -9,994 | -57% |
|
|
3
UBS Group
Zurich,
Switzerland
| $15K | -$2.92K | -111 | -17% |
|
|
IA
4
IFP Advisors
Tampa,
Florida
| $4K | +$5.05K | +192 | New |
|
|
5
Citadel Advisors
Miami,
Florida
| – | -$216K | -8,298 | Closed |
|
|
AWM
6
AE Wealth Management
Topeka,
Kansas
| – | -$201K | -7,734 | Closed |
|
|
GWMIA
7
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| – | -$11K | -405 | Closed |
|
|
EI
8
Ellevest Inc
New York
| – | -$1K | -60 | Closed |
|
|
9
Fidelity Investments
Boston,
Massachusetts
| – | +$26 | +1 | New |
|
DIVY Hedge Fund Activity: Q1 2022 in Review
5 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Sound Equity Dividend Income ETF (DIVY) for Q1 2022, worth a combined $15.4M — up 10% from $14M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of DIVY and 2 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 1 added.
The largest buyer was Sound Income Strategies, adding an estimated $1.6M. The largest seller was Flow Traders U.S., cutting an estimated $263K.
- 5 institutional investors held Sound Equity Dividend Income ETF (DIVY) as of Q1 2022, down from 7 in Q4 2021.
- Funds reported $15.4M of Sound Equity Dividend Income ETF stock for Q1 2022, up 10% quarter-over-quarter.
- 2 funds opened new Sound Equity Dividend Income ETF positions in Q1 2022 and 4 closed out, a net change of -2 holders.
- The largest Sound Equity Dividend Income ETF buyer in Q1 2022 was Sound Income Strategies, an estimated $1.6M added.
- The largest Sound Equity Dividend Income ETF seller in Q1 2022 was Flow Traders U.S., an estimated $263K sold.
Based on aggregated 13F filings for Q1 2022.