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Opal Dividend Income ETF
DIVZ

Overview Fund Activity

12 hedge funds and large institutions have $115M invested in Opal Dividend Income ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
12
Holders Change
-3
Holders Change %
-20%
% of All Funds
0.17%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
1
Increased
4
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
4WM
49 Wealth Management
Texas
$60.8M
2
WCG
Weaver Consulting Group
California
$20.8M
3
MAG
M3 Advisory Group
Massachusetts
$474K
4
Osaic Holdings
Osaic Holdings
Arizona
$804K

Top Sellers

1
TAM
Titleist Asset Management
Texas
$31.4M
2
I2I
Insight 2811 Inc
Illinois
$504K
3
CP
Castleview Partners
Texas
$0
4
UBS Group
UBS Group
Switzerland
$0
5
IAIM
International Assets Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
4WM
1
49 Wealth Management
Texas
$60.8M +$12.5M +378,316 +26%
TAM
2
Titleist Asset Management
Texas
$31.4M -$2.21M -67,082 -7%
WCG
3
Weaver Consulting Group
California
$20.8M +$632K +19,164 +3%
Osaic Holdings
4
Osaic Holdings
Arizona
$804K +$165 +5 +0%
I2I
5
Insight 2811 Inc
Illinois
$504K -$21.4K -650 -4%
MAG
6
M3 Advisory Group
Massachusetts
$474K +$90.5K +2,745 +24%
FGC
7
Financial Gravity Companies
Texas
$352K +$352K +10,674 New
CA
8
CoreCap Advisors
Michigan
$29.9K – – –
HI
9
Harbour Investments
Wisconsin
$4.94K – – –
EWA
10
EverSource Wealth Advisors
Alabama
$3.86K – – –
DFA
11
DHJJ Financial Advisors
Illinois
$1.68K – – –
Morgan Stanley
12
Morgan Stanley
New York
$58 – – –
CP
13
Castleview Partners
Texas
– -$2.17K -72 Closed
UBS Group
14
UBS Group
Switzerland
– -$664 -22 Closed
IAIM
15
International Assets Investment Management
Florida
– -$607 -20 Closed