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Sound Equity Dividend Income ETF
DIVY

Overview Fund Activity

5 hedge funds and large institutions have $22.2M invested in Sound Equity Dividend Income ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5
Holders Change
-1
Holders Change %
-16.67%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
Sound Income Strategies
Florida
$21.1M
2
FP
Fiduciary Planning
Florida
$468K
3
UBS Group
UBS Group
Switzerland
$158K
4
Citadel Advisors
Citadel Advisors
Florida
$505K

Top Sellers

1
LWA
Lineweaver Wealth Advisors
Ohio
$0
2
SIM
Stratos Investment Management
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
1
Sound Income Strategies
Florida
$21.1M +$948K +36,476 +5%
Citadel Advisors
2
Citadel Advisors
Florida
$505K +$62.8K +2,417 +14%
FP
3
Fiduciary Planning
Florida
$468K +$468K +17,996 New
UBS Group
4
UBS Group
Switzerland
$158K +$156K +5,991 +8,096%
HI
5
Harbour Investments
Wisconsin
$4.16K – – –
LWA
6
Lineweaver Wealth Advisors
Ohio
– -$612K -24,625 Closed
SIM
7
Stratos Investment Management
Ohio
– -$263K -10,561 Closed