Sound Equity Dividend Income ETF
DIVY
DIVY
11 hedge funds and large institutions have $24.9M invested in Sound Equity Dividend Income ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
7% less capital invested
Capital invested by funds: $26.7M → $24.9M (-$1.82M)
Holders
11
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$210K | |
| 2 | +$200K | |
| 3 | +$185K | |
| 4 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$121K |
| 5 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
+$4.58K |
Top Sellers
| 1 | -$1.96M | |
| 2 | -$367K | |
| 3 | -$294K | |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$16.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
1
Sound Income Strategies
Ft Lauderdale,
Florida
| $22.9M |
|
|||
|
AI
2
Atria Investments
Charlotte,
North Carolina
| $822K |
|
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|
VF
3
Virtu Financial
New York
| $555K |
|
|||
|
FFA
4
Farther Finance Advisors
San Francisco,
California
| $254K |
|
|||
|
FTUS
5
Flow Traders U.S.
New York
| $200K |
|
|||
|
6
UBS Group
Zurich,
Switzerland
| $70.5K |
|
|||
|
AWM
7
AE Wealth Management
Topeka,
Kansas
| $18.6K |
|
|||
|
SWP
8
Strategic Wealth Partners
Independence,
Ohio
| $4.58K |
|
|||
|
HI
9
Harbour Investments
Madison,
Wisconsin
| $4.18K |
|
|||
10
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K |
|
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11
Morgan Stanley
New York
| $35 |
|
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12
Citadel Advisors
Miami,
Florida
| – |
|
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|
FP
13
Fiduciary Planning
Englewood,
Florida
| – |
|