Sound Equity Dividend Income ETF
DIVY
10 hedge funds and large institutions have $23.9M invested in Sound Equity Dividend Income ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
67% more funds holding
Funds holding: 6 → 10 (+4)
0.27% more ownership
Funds ownership: 86.08% → 86.35% (+0.27%)
0% less capital invested
Capital invested by funds: $24M → $23.9M (-$111K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$867K |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$621K |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$271K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$38.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$9.56K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
Fiduciary Planning
Englewood,
Florida
|
-$174K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
1
Sound Income Strategies
Ft Lauderdale,
Florida
| $22M | +$867K | +33,541 | +4% |
|
|
FP
2
Fiduciary Planning
Englewood,
Florida
| $691K | -$174K | -6,726 | -20% |
|
|
AI
3
Atria Investments
Charlotte,
North Carolina
| $605K | +$621K | +24,043 | New |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $300K | +$38.9K | +1,505 | +14% |
|
|
IAIM
5
International Assets Investment Management
Orlando,
Florida
| $263K | +$271K | +10,472 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $9.31K | +$9.56K | +370 | New |
|
|
BWL
7
Bogart Wealth LLC
Mclean,
Virginia
| $6.59K | – | – | – |
|
|
HI
8
Harbour Investments
Madison,
Wisconsin
| $4.03K | – | – | – |
|
9
Morgan Stanley
New York
| $32 | – | – | – |
|
10
Fidelity Investments
Boston,
Massachusetts
| $25 | +$26 | +1 | New |
|
DIVY Hedge Fund Activity: Q2 2024 in Review
10 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Sound Equity Dividend Income ETF (DIVY) for Q2 2024, worth a combined $23.9M — down 0.46% from $24M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DIVY positions and 0 closed out — a net gain of 4 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Sound Income Strategies, adding an estimated $867K. The largest seller was Fiduciary Planning, cutting an estimated $174K.
- 10 institutional investors held Sound Equity Dividend Income ETF (DIVY) as of Q2 2024, up from 6 in Q1 2024.
- Funds reported $23.9M of Sound Equity Dividend Income ETF stock for Q2 2024, down 0.46% quarter-over-quarter.
- 4 funds opened new Sound Equity Dividend Income ETF positions in Q2 2024 and 0 closed out, a net change of +4 holders.
- The largest Sound Equity Dividend Income ETF buyer in Q2 2024 was Sound Income Strategies, an estimated $867K added.
- The largest Sound Equity Dividend Income ETF seller in Q2 2024 was Fiduciary Planning, an estimated $174K sold.
Based on aggregated 13F filings for Q2 2024.