Sound Equity Dividend Income ETF
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.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
10% more funds holding
Funds holding: 10 → 11 (+1)
2.78% less ownership
Funds ownership: 86.86% → 84.08% (-2.8%)
7% less capital invested
Capital invested by funds: $26.7M → $24.9M (-$1.82M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$208K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$198K |
| 3 |
VF
Virtu Financial
New York
|
+$183K |
| 4 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$120K |
| 5 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
+$4.54K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
-$1.98M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$367K |
| 3 |
FP
Fiduciary Planning
Englewood,
Florida
|
-$294K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$16.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
1
Sound Income Strategies
Ft Lauderdale,
Florida
| $22.9M | -$1.98M | -76,493 | -8% |
|
|
AI
2
Atria Investments
Charlotte,
North Carolina
| $822K | +$208K | +8,014 | +34% |
|
|
VF
3
Virtu Financial
New York
| $555K | +$183K | +7,067 | +50% |
|
|
FFA
4
Farther Finance Advisors
San Francisco,
California
| $254K | +$120K | +4,632 | +91% |
|
|
FTUS
5
Flow Traders U.S.
New York
| $200K | +$198K | +7,653 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $70.5K | -$16.5K | -636 | -19% |
|
|
AWM
7
AE Wealth Management
Topeka,
Kansas
| $18.6K | +$52 | +2 | +0.3% |
|
|
SWP
8
Strategic Wealth Partners
Independence,
Ohio
| $4.58K | +$4.54K | +175 | New |
|
|
HI
9
Harbour Investments
Madison,
Wisconsin
| $4.18K | – | – | – |
|
10
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | – | – | – |
|
11
Morgan Stanley
New York
| $35 | +$26 | +1 | New |
|
|
12
Citadel Advisors
Miami,
Florida
| – | -$367K | -14,336 | Closed |
|
|
FP
13
Fiduciary Planning
Englewood,
Florida
| – | -$294K | -11,492 | Closed |
|
DIVY Hedge Fund Activity: Q3 2025 in Review
11 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Sound Equity Dividend Income ETF (DIVY) for Q3 2025, worth a combined $24.9M — down 6.8% from $26.7M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DIVY positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Atria Investments, adding an estimated $208K. The largest seller was Sound Income Strategies, cutting an estimated $1.98M.
- 11 institutional investors held Sound Equity Dividend Income ETF (DIVY) as of Q3 2025, up from 10 in Q2 2025.
- Funds reported $24.9M of Sound Equity Dividend Income ETF stock for Q3 2025, down 6.8% quarter-over-quarter.
- 3 funds opened new Sound Equity Dividend Income ETF positions in Q3 2025 and 2 closed out, a net change of +1 holder.
- The largest Sound Equity Dividend Income ETF buyer in Q3 2025 was Atria Investments, an estimated $208K added.
- The largest Sound Equity Dividend Income ETF seller in Q3 2025 was Sound Income Strategies, an estimated $1.98M sold.
Based on aggregated 13F filings for Q3 2025.