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.
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
1% less capital invested
Capital invested by funds: $26.9M → $26.7M (-$234K)
2.19% less ownership
Funds ownership: 89.05% → 86.86% (-2.2%)
33% less funds holding
Funds holding: 15 → 10 (-5)
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$1.12M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$348K |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$131K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$46.3K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$3.16K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$531K |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$463K |
| 3 |
Jane Street
New York
|
-$271K |
| 4 |
VF
Virtu Financial
New York
|
-$90.5K |
| 5 |
FP
Fiduciary Planning
Englewood,
Florida
|
-$43.1K |
DIVY Hedge Fund Activity: Q2 2025 in Review
10 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Sound Equity Dividend Income ETF (DIVY) for Q2 2025, worth a combined $26.7M — down 0.87% from $26.9M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of DIVY and 2 opened new positions — a net loss of 4 holders — while 3 trimmed existing stakes and 3 added.
The largest buyer was Sound Income Strategies, adding an estimated $1.12M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $531K sold.
- 10 institutional investors held Sound Equity Dividend Income ETF (DIVY) as of Q2 2025, down from 15 in Q1 2025.
- Funds reported $26.7M of Sound Equity Dividend Income ETF stock for Q2 2025, down 0.87% quarter-over-quarter.
- 2 funds opened new Sound Equity Dividend Income ETF positions in Q2 2025 and 6 closed out, a net change of -4 holders.
- The largest Sound Equity Dividend Income ETF buyer in Q2 2025 was Sound Income Strategies, an estimated $1.12M added.
- The largest Sound Equity Dividend Income ETF seller in Q2 2025 was Brinker Capital Investments, an estimated $531K sold.
Based on aggregated 13F filings for Q2 2025.