Sound Equity Dividend Income ETF
DIVY
DIVY
6 hedge funds and large institutions have $20.1M invested in Sound Equity Dividend Income ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
-2
Holders Change %
-25%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
2
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$687K |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$458K |
| 3 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
+$242K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
SIS
1
Sound Income Strategies
Ft Lauderdale,
Florida
| $17.9M | +$687K | +26,821 | +4% |
|
|
CAN
2
Cetera Advisor Networks
El Segundo,
California
| $1.23M | +$458K | +17,910 | +60% |
|
|
LWA
3
Lineweaver Wealth Advisors
Valley View,
Ohio
| $707K | -$22.9K | -895 | -3% |
|
|
SIM
4
Stratos Investment Management
Beachwood,
Ohio
| $242K | +$242K | +9,453 | New |
|
|
HI
5
Harbour Investments
Madison,
Wisconsin
| $4.1K | – | – | – |
|
6
UBS Group
Zurich,
Switzerland
| $2.69K | -$12K | -468 | -82% |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| – | -$4K | -192 | Closed |
|
|
CFGS
8
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$3K | -117 | Closed |
|
9
Fidelity Investments
Boston,
Massachusetts
| – | -$26 | -1 | Closed |
|