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Opal Dividend Income ETF

19 hedge funds and large institutions have $157M invested in Opal Dividend Income ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
+4
Holders Change %
+26.67%
% of All Funds
0.25%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
7
Increased
3
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
4WM
1
49 Wealth Management
Texas
$107M +$15.1M +430,496 +16%
WCG
2
Weaver Consulting Group
California
$23.9M +$890K +25,414 +4%
TAM
3
Titleist Asset Management
Texas
$21.2M -$3.37M -96,121 -14%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.22M +$1.22M +34,862 New
Osaic Holdings
5
Osaic Holdings
Arizona
$715K -$18.2K -569 -2%
MAG
6
M3 Advisory Group
Massachusetts
$607K +$19.6K +560 +3%
Jane Street
7
Jane Street
New York
$539K +$539K +15,382 New
Goldman Sachs
8
Goldman Sachs
New York
$472K +$472K +13,474 New
FGC
9
Financial Gravity Companies
Texas
$438K +$438K +12,503 New
I2I
10
Insight 2811 Inc
Illinois
$350K -$32.4K -924 -8%
JIC
11
Joel Isaacson & Co
New York
$212K +$212K +6,059 New
PS
12
Principal Securities
Iowa
$21.5K +$21.5K +615 New
UBS Group
13
UBS Group
Switzerland
$6.94K +$6.94K +198 New
AWM
14
AE Wealth Management
Kansas
$6.11K -$577K -16,436 -99%
HI
15
Harbour Investments
Wisconsin
$5.25K
EWA
16
EverSource Wealth Advisors
Alabama
$4.1K
RF
17
Rossby Financial
Florida
$3.85K
DFA
18
DHJJ Financial Advisors
Illinois
$1.82K
Morgan Stanley
19
Morgan Stanley
New York
$35 -$630 -18 -95%
AWA
20
Authentikos Wealth Advisory
California
-$2.35M -69,298 Closed
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
-$10.9K -321 Closed