Sound Equity Dividend Income ETF
DIVY
10 hedge funds and large institutions have $25M invested in Sound Equity Dividend Income ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 4 closing their positions.
2.48% more ownership
Funds ownership: 84.08% → 86.56% (+2.5%)
1% more capital invested
Capital invested by funds: $24.9M → $25M (+$193K)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
9% less funds holding
Funds holding: 11 → 10 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$415K |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$75.1K |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$47.9K |
| 4 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$1.06K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$181 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
-$1.22M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$200K |
| 3 |
VF
Virtu Financial
New York
|
-$73.9K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$47.4K |
| 5 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
-$4.58K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
1
Sound Income Strategies
Ft Lauderdale,
Florida
| $22.8M | -$1.22M | -47,030 | -5% |
|
|
AI
2
Atria Investments
Charlotte,
North Carolina
| $877K | +$47.9K | +1,848 | +6% |
|
|
VF
3
Virtu Financial
New York
| $484K | -$73.9K | -2,853 | -13% |
|
|
4
Jane Street
New York
| $422K | +$415K | +16,018 | New |
|
|
FFA
5
Farther Finance Advisors
San Francisco,
California
| $257K | +$1.06K | +41 | +0.4% |
|
|
IAIM
6
International Assets Investment Management
Orlando,
Florida
| $76.5K | +$75.1K | +2,900 | New |
|
|
KCM
7
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
| $66.1K | +$65K | +2,509 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| $22.8K | -$47.4K | -1,831 | -68% |
|
|
AWM
9
AE Wealth Management
Topeka,
Kansas
| $19K | +$181 | +7 | +1% |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| $4.22K | – | – | – |
|
|
FTUS
11
Flow Traders U.S.
New York
| – | -$200K | -7,653 | Closed |
|
|
SWP
12
Strategic Wealth Partners
Independence,
Ohio
| – | -$4.58K | -175 | Closed |
|
13
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$3K | -130 | Closed |
|
14
Morgan Stanley
New York
| – | -$35 | -1 | Closed |
|
DIVY Hedge Fund Activity: Q4 2025 in Review
10 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in Sound Equity Dividend Income ETF (DIVY) for Q4 2025, worth a combined $25M — up 0.78% from $24.9M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of DIVY and 3 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 3 added.
The largest buyer was Jane Street, opening a new position worth an estimated $415K. The largest seller was Sound Income Strategies, cutting an estimated $1.22M.
- 10 institutional investors held Sound Equity Dividend Income ETF (DIVY) as of Q4 2025, down from 11 in Q3 2025.
- Funds reported $25M of Sound Equity Dividend Income ETF stock for Q4 2025, up 0.78% quarter-over-quarter.
- 3 funds opened new Sound Equity Dividend Income ETF positions in Q4 2025 and 4 closed out, a net change of -1 holder.
- The largest Sound Equity Dividend Income ETF buyer in Q4 2025 was Jane Street, an estimated $415K added.
- The largest Sound Equity Dividend Income ETF seller in Q4 2025 was Sound Income Strategies, an estimated $1.22M sold.
Based on aggregated 13F filings for Q4 2025.