Sound Equity Dividend Income ETF
DIVY
5 hedge funds and large institutions have $15.4M invested in Sound Equity Dividend Income ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, reducing their positions, and 3 closing their positions.
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
4% less capital invested
Capital invested by funds: $16.1M → $15.4M (-$621K)
6.26% less ownership
Funds ownership: 87.22% → 80.96% (-6.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$958K |
| 2 |
LWA
Lineweaver Wealth Advisors
Valley View,
Ohio
|
+$653K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$327K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$13K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$504K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$316K |
| 3 |
LA
Latitude Advisors
Vero Beach,
Florida
|
-$228K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
1
Sound Income Strategies
Ft Lauderdale,
Florida
| $14.5M | +$958K | +37,709 | +6% |
|
|
LWA
2
Lineweaver Wealth Advisors
Valley View,
Ohio
| $590K | +$653K | +25,697 | New |
|
|
FTUS
3
Flow Traders U.S.
New York
| $295K | +$327K | +12,850 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $12K | +$13K | +510 | New |
|
|
IA
5
IFP Advisors
Tampa,
Florida
| $4K | – | – | – |
|
|
6
Jane Street
New York
| – | -$504K | -19,979 | Closed |
|
|
7
Citadel Advisors
Miami,
Florida
| – | -$316K | -12,512 | Closed |
|
|
LA
8
Latitude Advisors
Vero Beach,
Florida
| – | -$228K | -9,052 | Closed |
|
DIVY Hedge Fund Activity: Q3 2022 in Review
5 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Sound Equity Dividend Income ETF (DIVY) for Q3 2022, worth a combined $15.4M — down 3.9% from $16.1M a quarter earlier.
Fund positioning in DIVY was balanced in Q3 2022: 3 funds opened new positions, 3 closed out, 1 added to existing stakes and 0 trimmed.
The largest buyer was Sound Income Strategies, adding an estimated $958K. The largest seller was Jane Street, exiting entirely with an estimated $504K sold.
- 5 institutional investors held Sound Equity Dividend Income ETF (DIVY) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $15.4M of Sound Equity Dividend Income ETF stock for Q3 2022, down 3.9% quarter-over-quarter.
- 3 funds opened new Sound Equity Dividend Income ETF positions in Q3 2022 and 3 closed out, a net change of 0 holders.
- The largest Sound Equity Dividend Income ETF buyer in Q3 2022 was Sound Income Strategies, an estimated $958K added.
- The largest Sound Equity Dividend Income ETF seller in Q3 2022 was Jane Street, an estimated $504K sold.
Based on aggregated 13F filings for Q3 2022.