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Sound Equity Dividend Income ETF
DIVY

10 hedge funds and large institutions have $26.7M invested in Sound Equity Dividend Income ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership: →

less funds holding

Funds holding: →

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
10
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$1.18M
2
+$367K
3
+$138K
4
UBS Group
UBS Group
Switzerland
+$48.7K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$3K

Top Sellers

1
-$531K
2
-$463K
3
-$271K
4
VF
Virtu Financial
New York
-$95.1K
5
FP
Fiduciary Planning
Florida
-$45.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1
Sound Income Strategies
Florida
$24.8M
AI
2
Atria Investments
North Carolina
$599K
Citadel Advisors
3
Citadel Advisors
Florida
$367K
VF
4
Virtu Financial
New York
$362K
FP
5
Fiduciary Planning
Florida
$294K
FFA
6
Farther Finance Advisors
California
$130K
UBS Group
7
UBS Group
Switzerland
$85.3K
AWM
8
AE Wealth Management
Kansas
$18.2K
HI
9
Harbour Investments
Wisconsin
$4.09K
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$3K
BCI
11
Brinker Capital Investments
Pennsylvania
–
IAIM
12
International Assets Investment Management
Florida
–
Jane Street
13
Jane Street
New York
–
BWL
14
Bogart Wealth LLC
Virginia
–
KWM
15
Kiker Wealth Management
Georgia
–
Morgan Stanley
16
Morgan Stanley
New York
–