Sound Equity Dividend Income ETF
DIVY
6 hedge funds and large institutions have $20.6M invested in Sound Equity Dividend Income ETF in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 0 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
1.95% more ownership
Funds ownership: 76.88% → 78.83% (+1.9%)
3% more capital invested
Capital invested by funds: $20.1M → $20.6M (+$511K)
0% more funds holding
Funds holding: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$847K |
| 2 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
+$60.1K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$49.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWA
Lineweaver Wealth Advisors
Valley View,
Ohio
|
-$26.3K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$11.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
1
Sound Income Strategies
Ft Lauderdale,
Florida
| $19.3M | +$847K | +33,033 | +4% |
|
|
LWA
2
Lineweaver Wealth Advisors
Valley View,
Ohio
| $612K | -$26.3K | -1,024 | -4% |
|
|
3
Citadel Advisors
Miami,
Florida
| $423K | +$49.2K | +1,919 | +13% |
|
|
SIM
4
Stratos Investment Management
Beachwood,
Ohio
| $263K | +$60.1K | +2,344 | +29% |
|
|
HI
5
Harbour Investments
Madison,
Wisconsin
| $3.98K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $1.84K | -$11.2K | -436 | -85% |
|
DIVY Hedge Fund Activity: Q3 2023 in Review
6 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Sound Equity Dividend Income ETF (DIVY) for Q3 2023, worth a combined $20.6M — up 2.5% from $20.1M a quarter earlier.
Fund positioning in DIVY was balanced in Q3 2023: 0 funds opened new positions, 0 closed out, 3 added to existing stakes and 2 trimmed.
The largest buyer was Sound Income Strategies, adding an estimated $847K. The largest seller was Lineweaver Wealth Advisors, cutting an estimated $26.3K.
- 6 institutional investors held Sound Equity Dividend Income ETF (DIVY) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $20.6M of Sound Equity Dividend Income ETF stock for Q3 2023, up 2.5% quarter-over-quarter.
- 0 funds opened new Sound Equity Dividend Income ETF positions in Q3 2023 and 0 closed out.
- The largest Sound Equity Dividend Income ETF buyer in Q3 2023 was Sound Income Strategies, an estimated $847K added.
- The largest Sound Equity Dividend Income ETF seller in Q3 2023 was Lineweaver Wealth Advisors, an estimated $26.3K sold.
Based on aggregated 13F filings for Q3 2023.