Sound Equity Dividend Income ETF
DIVY
8 hedge funds and large institutions have $18.8M invested in Sound Equity Dividend Income ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
60% more funds holding
Funds holding: 5 → 8 (+3)
22% more capital invested
Capital invested by funds: $15.4M → $18.8M (+$3.37M)
2.29% more ownership
Funds ownership: 80.96% → 83.25% (+2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$1.03M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$765K |
| 3 |
LWA
Lineweaver Wealth Advisors
Valley View,
Ohio
|
+$71.8K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$4.09K |
| 5 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$2.99K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$295K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
1
Sound Income Strategies
Ft Lauderdale,
Florida
| $17.3M | +$1.03M | +40,397 | +6% |
|
|
CAN
2
Cetera Advisor Networks
El Segundo,
California
| $769K | +$765K | +29,963 | New |
|
|
LWA
3
Lineweaver Wealth Advisors
Valley View,
Ohio
| $732K | +$71.8K | +2,811 | +11% |
|
4
UBS Group
Zurich,
Switzerland
| $14.7K | +$1.61K | +63 | +12% |
|
|
HI
5
Harbour Investments
Madison,
Wisconsin
| $4.11K | +$4.09K | +160 | New |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| $4K | – | – | – |
|
|
CFGS
7
Concourse Financial Group Securities
Birmingham,
Alabama
| $3K | +$2.99K | +117 | New |
|
8
Fidelity Investments
Boston,
Massachusetts
| $26 | +$26 | +1 | New |
|
|
FTUS
9
Flow Traders U.S.
New York
| – | -$295K | -12,850 | Closed |
|
DIVY Hedge Fund Activity: Q4 2022 in Review
8 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Sound Equity Dividend Income ETF (DIVY) for Q4 2022, worth a combined $18.8M — up 22% from $15.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DIVY positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Sound Income Strategies, adding an estimated $1.03M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $295K sold.
- 8 institutional investors held Sound Equity Dividend Income ETF (DIVY) as of Q4 2022, up from 5 in Q3 2022.
- Funds reported $18.8M of Sound Equity Dividend Income ETF stock for Q4 2022, up 22% quarter-over-quarter.
- 4 funds opened new Sound Equity Dividend Income ETF positions in Q4 2022 and 1 closed out, a net change of +3 holders.
- The largest Sound Equity Dividend Income ETF buyer in Q4 2022 was Sound Income Strategies, an estimated $1.03M added.
- The largest Sound Equity Dividend Income ETF seller in Q4 2022 was Flow Traders U.S., an estimated $295K sold.
Based on aggregated 13F filings for Q4 2022.