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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
6
Holders Change
–
Holders Change %
0%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
3
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIS
Sound Income Strategies
Florida
+$847K
2
SIM
Stratos Investment Management
Ohio
+$60.1K
3
Citadel Advisors
Citadel Advisors
Florida
+$49.2K

Top Sellers

Rank Fund Capital Flow
1
LWA
Lineweaver Wealth Advisors
Ohio
-$26.3K
2
UBS Group
UBS Group
Switzerland
-$11.2K

DIVY Hedge Fund Activity: Q3 2023 in Review

6 of the 6,311 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.