DIVY icon

Sound Equity Dividend Income ETF
DIVY

Overview Fund Activity

6 hedge funds and large institutions have $24M invested in Sound Equity Dividend Income ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
+1
Holders Change %
+20%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
Sound Income Strategies
Florida
$22.8M
2
FP
Fiduciary Planning
Florida
$926K
3
OMC
Old Mission Capital
Illinois
$282K
4
BWL
Bogart Wealth LLC
Virginia
$7.09K
5
Morgan Stanley
Morgan Stanley
New York
$50

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
UBS Group
UBS Group
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
1
Sound Income Strategies
Florida
$22.8M +$807K +29,821 +4%
FP
2
Fiduciary Planning
Florida
$926K +$439K +16,204 +90%
OMC
3
Old Mission Capital
Illinois
$282K +$282K +10,417 New
BWL
4
Bogart Wealth LLC
Virginia
$7.09K +$7.09K +262 New
HI
5
Harbour Investments
Wisconsin
$4.33K – – –
Morgan Stanley
6
Morgan Stanley
New York
$50 +$50 +1 New
Citadel Advisors
7
Citadel Advisors
Florida
– -$505K -19,410 Closed
UBS Group
8
UBS Group
Switzerland
– -$158K -6,065 Closed