Sound Equity Dividend Income ETF
DIVY
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.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
20% more funds holding
Funds holding: 5 → 6 (+1)
8% more capital invested
Capital invested by funds: $22.2M → $24M (+$1.77M)
6.88% more ownership
Funds ownership: 79.2% → 86.08% (+6.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$774K |
| 2 |
FP
Fiduciary Planning
Englewood,
Florida
|
+$421K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$270K |
| 4 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
+$6.8K |
| 5 |
Morgan Stanley
New York
|
+$26 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$505K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$158K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
1
Sound Income Strategies
Ft Lauderdale,
Florida
| $22.8M | +$774K | +29,821 | +4% |
|
|
FP
2
Fiduciary Planning
Englewood,
Florida
| $926K | +$421K | +16,204 | +90% |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $282K | +$270K | +10,417 | New |
|
|
BWL
4
Bogart Wealth LLC
Mclean,
Virginia
| $7.09K | +$6.8K | +262 | New |
|
|
HI
5
Harbour Investments
Madison,
Wisconsin
| $4.33K | – | – | – |
|
|
6
Morgan Stanley
New York
| $50 | +$26 | +1 | New |
|
|
7
Citadel Advisors
Miami,
Florida
| – | -$505K | -19,410 | Closed |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$158K | -6,065 | Closed |
|
DIVY Hedge Fund Activity: Q1 2024 in Review
6 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Sound Equity Dividend Income ETF (DIVY) for Q1 2024, worth a combined $24M — up 8% from $22.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DIVY positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Sound Income Strategies, adding an estimated $774K. The largest seller was Citadel Advisors, exiting entirely with an estimated $505K sold.
- 6 institutional investors held Sound Equity Dividend Income ETF (DIVY) as of Q1 2024, up from 5 in Q4 2023.
- Funds reported $24M of Sound Equity Dividend Income ETF stock for Q1 2024, up 8% quarter-over-quarter.
- 3 funds opened new Sound Equity Dividend Income ETF positions in Q1 2024 and 2 closed out, a net change of +1 holder.
- The largest Sound Equity Dividend Income ETF buyer in Q1 2024 was Sound Income Strategies, an estimated $774K added.
- The largest Sound Equity Dividend Income ETF seller in Q1 2024 was Citadel Advisors, an estimated $505K sold.
Based on aggregated 13F filings for Q1 2024.