Sound Equity Dividend Income ETF
DIVY
6 hedge funds and large institutions have $20.1M invested in Sound Equity Dividend Income ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
0% less capital invested
Capital invested by funds: $20.1M → $20.1M (-$24.2K)
5.76% less ownership
Funds ownership: 82.64% → 76.88% (-5.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$1.06M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$378K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$10.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.23M |
| 2 |
LWA
Lineweaver Wealth Advisors
Valley View,
Ohio
|
-$49.2K |
| 3 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
-$31K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
1
Sound Income Strategies
Ft Lauderdale,
Florida
| $18.8M | +$1.06M | +42,348 | +6% |
|
|
LWA
2
Lineweaver Wealth Advisors
Valley View,
Ohio
| $650K | -$49.2K | -1,964 | -7% |
|
|
3
Citadel Advisors
Miami,
Florida
| $382K | +$378K | +15,074 | New |
|
|
SIM
4
Stratos Investment Management
Beachwood,
Ohio
| $208K | -$31K | -1,236 | -13% |
|
|
5
UBS Group
Zurich,
Switzerland
| $12.9K | +$10.1K | +405 | +386% |
|
|
HI
6
Harbour Investments
Madison,
Wisconsin
| $4.06K | – | – | – |
|
|
CAN
7
Cetera Advisor Networks
El Segundo,
California
| – | -$1.23M | -47,873 | Closed |
|
DIVY Hedge Fund Activity: Q2 2023 in Review
6 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Sound Equity Dividend Income ETF (DIVY) for Q2 2023, worth a combined $20.1M — down 0.12% from $20.1M a quarter earlier.
Fund positioning in DIVY was balanced in Q2 2023: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Sound Income Strategies, adding an estimated $1.06M. The largest seller was Cetera Advisor Networks, exiting entirely with an estimated $1.23M sold.
- 6 institutional investors held Sound Equity Dividend Income ETF (DIVY) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $20.1M of Sound Equity Dividend Income ETF stock for Q2 2023, down 0.12% quarter-over-quarter.
- 1 fund opened new Sound Equity Dividend Income ETF positions in Q2 2023 and 1 closed out, a net change of 0 holders.
- The largest Sound Equity Dividend Income ETF buyer in Q2 2023 was Sound Income Strategies, an estimated $1.06M added.
- The largest Sound Equity Dividend Income ETF seller in Q2 2023 was Cetera Advisor Networks, an estimated $1.23M sold.
Based on aggregated 13F filings for Q2 2023.