Sound Equity Dividend Income ETF
DIVY
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.
8% more capital invested
Capital invested by funds: $20.6M → $22.2M (+$1.65M)
0.37% more ownership
Funds ownership: 78.83% → 79.2% (+0.37%)
17% less funds holding
Funds holding: 6 → 5 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$900K |
| 2 |
FP
Fiduciary Planning
Englewood,
Florida
|
+$444K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$148K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$59.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWA
Lineweaver Wealth Advisors
Valley View,
Ohio
|
-$612K |
| 2 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
-$263K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
1
Sound Income Strategies
Ft Lauderdale,
Florida
| $21.1M | +$900K | +36,476 | +5% |
|
|
2
Citadel Advisors
Miami,
Florida
| $505K | +$59.7K | +2,417 | +14% |
|
|
FP
3
Fiduciary Planning
Englewood,
Florida
| $468K | +$444K | +17,996 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $158K | +$148K | +5,991 | +8,096% |
|
|
HI
5
Harbour Investments
Madison,
Wisconsin
| $4.16K | – | – | – |
|
|
LWA
6
Lineweaver Wealth Advisors
Valley View,
Ohio
| – | -$612K | -24,625 | Closed |
|
|
SIM
7
Stratos Investment Management
Beachwood,
Ohio
| – | -$263K | -10,561 | Closed |
|
DIVY Hedge Fund Activity: Q4 2023 in Review
5 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Sound Equity Dividend Income ETF (DIVY) for Q4 2023, worth a combined $22.2M — up 8% from $20.6M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of DIVY and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 3 added.
The largest buyer was Sound Income Strategies, adding an estimated $900K. The largest seller was Lineweaver Wealth Advisors, exiting entirely with an estimated $612K sold.
- 5 institutional investors held Sound Equity Dividend Income ETF (DIVY) as of Q4 2023, down from 6 in Q3 2023.
- Funds reported $22.2M of Sound Equity Dividend Income ETF stock for Q4 2023, up 8% quarter-over-quarter.
- 1 fund opened new Sound Equity Dividend Income ETF positions in Q4 2023 and 2 closed out, a net change of -1 holder.
- The largest Sound Equity Dividend Income ETF buyer in Q4 2023 was Sound Income Strategies, an estimated $900K added.
- The largest Sound Equity Dividend Income ETF seller in Q4 2023 was Lineweaver Wealth Advisors, an estimated $612K sold.
Based on aggregated 13F filings for Q4 2023.