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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.

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New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership: →

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding: →

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

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
+$415K
2
+$75.1K
3
+$47.9K
4
FFA
Farther Finance Advisors
California
+$1.06K
5
AWM
AE Wealth Management
Kansas
+$181

Top Sellers

1
-$1.22M
2
-$200K
3
-$73.9K
4
UBS Group
UBS Group
Switzerland
-$47.4K
5
SWP
Strategic Wealth Partners
Ohio
-$4.58K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1
Sound Income Strategies
Florida
$22.8M
AI
2
Atria Investments
North Carolina
$877K
VF
3
Virtu Financial
New York
$484K
Jane Street
4
Jane Street
New York
$422K
FFA
5
Farther Finance Advisors
California
$257K
IAIM
6
International Assets Investment Management
Florida
$76.5K
KCM
7
Key Capital Management
Tennessee
$66.1K
UBS Group
8
UBS Group
Switzerland
$22.8K
AWM
9
AE Wealth Management
Kansas
$19K
HI
10
Harbour Investments
Wisconsin
$4.22K
FTUS
11
Flow Traders U.S.
New York
–
SWP
12
Strategic Wealth Partners
Ohio
–
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
–
Morgan Stanley
14
Morgan Stanley
New York
–