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Opal Dividend Income ETF
DIVZ

Overview Fund Activity

15 hedge funds and large institutions have $141M invested in Opal Dividend Income ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
15
Holders Change
+2
Holders Change %
+15.38%
% of All Funds
0.2%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
4
Increased
7
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
4WM
49 Wealth Management
Texas
$89.2M
2
AWA
Authentikos Wealth Advisory
California
$2.35M
3
WCG
Weaver Consulting Group
California
$22.3M
4
MAG
M3 Advisory Group
Massachusetts
$570K
5
Osaic Holdings
Osaic Holdings
Arizona
$778K

Top Sellers

1
TAM
Titleist Asset Management
Texas
$23.9M
2
I2I
Insight 2811 Inc
Illinois
$371K
3
CA
CoreCap Advisors
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
4WM
1
49 Wealth Management
Texas
$89.2M +$16.5M +484,618 +23%
TAM
2
Titleist Asset Management
Texas
$23.9M -$8.23M -242,233 -26%
WCG
3
Weaver Consulting Group
California
$22.3M +$462K +13,585 +2%
AWA
4
Authentikos Wealth Advisory
California
$2.35M +$2.35M +69,298 New
Osaic Holdings
5
Osaic Holdings
Arizona
$778K +$19.3K +569 +3%
MAG
6
M3 Advisory Group
Massachusetts
$570K +$20.2K +594 +4%
AWM
7
AE Wealth Management
Kansas
$564K +$8.8K +259 +2%
FGAM
8
Financial Gravity Asset Management
Texas
$434K +$434K +12,786 New
I2I
9
Insight 2811 Inc
Illinois
$371K -$49.3K -1,452 -12%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$10.9K +$10.9K +321 New
HI
11
Harbour Investments
Wisconsin
$5.1K – – –
EWA
12
EverSource Wealth Advisors
Alabama
$3.98K – – –
RF
13
Rossby Financial
Florida
$3.62K +$3.62K +110 New
DFA
14
DHJJ Financial Advisors
Illinois
$1.76K +$34 +1 +2%
Morgan Stanley
15
Morgan Stanley
New York
$650 +$582 +17 +850%
CA
16
CoreCap Advisors
Michigan
– -$29.1K -908 Closed