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Sound Equity Dividend Income ETF
DIVY

14 hedge funds and large institutions have $27.3M invested in Sound Equity Dividend Income ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

40% more funds holding

Funds holding: 10 → 14 (+4)

2.4% more ownership

Funds ownership: 86.97% → 89.37% (+2.4%)

3% more capital invested

Capital invested by funds: $26.6M → $27.3M (+$786K)

Holders
14
Holders Change
+4
Holders Change %
+40%
% of All Funds
0.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIS
Sound Income Strategies
Florida
+$904K
2
IAIM
International Assets Investment Management
Florida
+$475K
3
BCI
Brinker Capital Investments
Pennsylvania
+$387K
4
OPS
Orion Portfolio Solutions
Nebraska
+$387K
5
VF
Virtu Financial
New York
+$325K

Top Sellers

Rank Fund Capital Flow
1
FP
Fiduciary Planning
Florida
-$124K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1
Sound Income Strategies
Florida
$23.5M +$904K +33,957 +4%
BCI
2
Brinker Capital Investments
Pennsylvania
$876K +$387K +14,544 +73%
OPS
3
Orion Portfolio Solutions
Nebraska
$876K +$387K +14,544 +73%
AI
4
Atria Investments
North Carolina
$692K +$2.56K +96 +0.4%
IAIM
5
International Assets Investment Management
Florida
$454K +$475K +17,847 New
FP
6
Fiduciary Planning
Florida
$449K -$124K -4,661 -21%
VF
7
Virtu Financial
New York
$311K +$325K +12,213 New
FFA
8
Farther Finance Advisors
California
$167K +$1.22K +46 +0.7%
AWM
9
AE Wealth Management
Kansas
$18.1K +$18.9K +710 New
Bank of America
10
Bank of America
North Carolina
$7.85K +$8.2K +308 New
BWL
11
Bogart Wealth LLC
Virginia
$6.68K – – –
UBS Group
12
UBS Group
Switzerland
$4.39K +$3.33K +125 +266%
HI
13
Harbour Investments
Wisconsin
$4.08K – – –
Morgan Stanley
14
Morgan Stanley
New York
$41 – – –

DIVY Hedge Fund Activity: Q4 2024 in Review

14 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Sound Equity Dividend Income ETF (DIVY) for Q4 2024, worth a combined $27.3M — up 3% from $26.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new DIVY positions and 0 closed out — a net gain of 4 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Sound Income Strategies, adding an estimated $904K. The largest seller was Fiduciary Planning, cutting an estimated $124K.

  • 14 institutional investors held Sound Equity Dividend Income ETF (DIVY) as of Q4 2024, up from 10 in Q3 2024.
  • Funds reported $27.3M of Sound Equity Dividend Income ETF stock for Q4 2024, up 3% quarter-over-quarter.
  • 4 funds opened new Sound Equity Dividend Income ETF positions in Q4 2024 and 0 closed out, a net change of +4 holders.
  • The largest Sound Equity Dividend Income ETF buyer in Q4 2024 was Sound Income Strategies, an estimated $904K added.
  • The largest Sound Equity Dividend Income ETF seller in Q4 2024 was Fiduciary Planning, an estimated $124K sold.

Based on aggregated 13F filings for Q4 2024.