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Sound Equity Dividend Income ETF
DIVY

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
–
Holders Change %
0%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
Sound Income Strategies
Florida
$18.8M
2
Citadel Advisors
Citadel Advisors
Florida
$382K
3
UBS Group
UBS Group
Switzerland
$12.9K

Top Sellers

1
CAN
Cetera Advisor Networks
California
$0
2
LWA
Lineweaver Wealth Advisors
Ohio
$650K
3
SIM
Stratos Investment Management
Ohio
$208K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
1
Sound Income Strategies
Florida
$18.8M +$1.07M +42,348 +6%
LWA
2
Lineweaver Wealth Advisors
Ohio
$650K -$49.8K -1,964 -7%
Citadel Advisors
3
Citadel Advisors
Florida
$382K +$382K +15,074 New
SIM
4
Stratos Investment Management
Ohio
$208K -$31.3K -1,236 -13%
UBS Group
5
UBS Group
Switzerland
$12.9K +$10.3K +405 +386%
HI
6
Harbour Investments
Wisconsin
$4.06K – – –
CAN
7
Cetera Advisor Networks
California
– -$1.23M -47,873 Closed