Sound Equity Dividend Income ETF
DIVY
10 hedge funds and large institutions have $26.6M invested in Sound Equity Dividend Income ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 3 closing their positions.
11% more capital invested
Capital invested by funds: $23.9M → $26.6M (+$2.67M)
0.62% more ownership
Funds ownership: 86.35% → 86.97% (+0.62%)
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$518K |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$518K |
| 3 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$306K |
| 4 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$170K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$78.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$300K |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$263K |
| 3 |
FP
Fiduciary Planning
Englewood,
Florida
|
-$136K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$8.45K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$25 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
1
Sound Income Strategies
Ft Lauderdale,
Florida
| $24M | +$306K | +11,679 | +1% |
|
|
AI
2
Atria Investments
Charlotte,
North Carolina
| $731K | +$78.9K | +3,016 | +13% |
|
|
FP
3
Fiduciary Planning
Englewood,
Florida
| $602K | -$136K | -5,191 | -19% |
|
|
BCI
4
Brinker Capital Investments
Berwyn,
Pennsylvania
| $535K | +$518K | +19,801 | New |
|
|
OPS
5
Orion Portfolio Solutions
Omaha,
Nebraska
| $535K | +$518K | +19,801 | New |
|
|
FFA
6
Farther Finance Advisors
San Francisco,
California
| $176K | +$170K | +6,506 | New |
|
|
BWL
7
Bogart Wealth LLC
Mclean,
Virginia
| $7.08K | – | – | – |
|
|
HI
8
Harbour Investments
Madison,
Wisconsin
| $4.32K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $1.27K | -$8.45K | -323 | -87% |
|
10
Morgan Stanley
New York
| $39 | – | – | – |
|
|
OMC
11
Old Mission Capital
Chicago,
Illinois
| – | -$300K | -11,922 | Closed |
|
|
IAIM
12
International Assets Investment Management
Orlando,
Florida
| – | -$263K | -10,472 | Closed |
|
|
13
Fidelity Investments
Boston,
Massachusetts
| – | -$25 | -1 | Closed |
|
DIVY Hedge Fund Activity: Q3 2024 in Review
10 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Sound Equity Dividend Income ETF (DIVY) for Q3 2024, worth a combined $26.6M — up 11% from $23.9M a quarter earlier.
Fund positioning in DIVY was balanced in Q3 2024: 3 funds opened new positions, 3 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $518K. The largest seller was Old Mission Capital, exiting entirely with an estimated $300K sold.
- 10 institutional investors held Sound Equity Dividend Income ETF (DIVY) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $26.6M of Sound Equity Dividend Income ETF stock for Q3 2024, up 11% quarter-over-quarter.
- 3 funds opened new Sound Equity Dividend Income ETF positions in Q3 2024 and 3 closed out, a net change of 0 holders.
- The largest Sound Equity Dividend Income ETF buyer in Q3 2024 was Brinker Capital Investments, an estimated $518K added.
- The largest Sound Equity Dividend Income ETF seller in Q3 2024 was Old Mission Capital, an estimated $300K sold.
Based on aggregated 13F filings for Q3 2024.