MarketDesk Focused US Dividend ETF
FDIV
8 hedge funds and large institutions have $64.9M invested in MarketDesk Focused US Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, reducing their positions, and closing their positions.
300% more funds holding
Funds holding: 2 → 8 (+6)
58% more capital invested
Capital invested by funds: $41.2M → $64.9M (+$23.7M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10.61% less ownership
Funds ownership: 99.88% → 89.27% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SLWA
San Luis Wealth Advisors
San Luis Obispo,
California
|
+$10.8M |
| 2 |
EFMC
Empire Financial Management Company
New York
|
+$3.09M |
| 3 |
AFO
Arrowroot Family Office
Marina Del Rey,
California
|
+$2.36M |
| 4 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$1.5M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$449K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SLWA
1
San Luis Wealth Advisors
San Luis Obispo,
California
| $56.5M | +$10.8M | +437,508 | +26% |
|
|
EFMC
2
Empire Financial Management Company
New York
| $3.33M | +$3.09M | +125,356 | New |
|
|
AFO
3
Arrowroot Family Office
Marina Del Rey,
California
| $2.53M | +$2.36M | +95,542 | New |
|
|
MA
4
Mutual Advisors
Omaha,
Nebraska
| $1.61M | +$1.5M | +60,597 | New |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $593K | +$449K | +18,186 | +435% |
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $258K | +$240K | +9,739 | New |
|
|
PPWM
7
PFG Private Wealth Management
Lutz,
Florida
| $26.6K | +$24.7K | +1,002 | New |
|
8
JP Morgan Chase
New York
| $106 | +$99 | +4 | New |
|
FDIV Hedge Fund Activity: Q4 2023 in Review
8 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in MarketDesk Focused US Dividend ETF (FDIV) for Q4 2023, worth a combined $64.9M — up 58% from $41.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FDIV positions and 0 closed out — a net gain of 6 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was San Luis Wealth Advisors, adding an estimated $10.8M.
- 8 institutional investors held MarketDesk Focused US Dividend ETF (FDIV) as of Q4 2023, up from 2 in Q3 2023.
- Funds reported $64.9M of MarketDesk Focused US Dividend ETF stock for Q4 2023, up 58% quarter-over-quarter.
- 6 funds opened new MarketDesk Focused US Dividend ETF positions in Q4 2023 and 0 closed out, a net change of +6 holders.
- The largest MarketDesk Focused US Dividend ETF buyer in Q4 2023 was San Luis Wealth Advisors, an estimated $10.8M added.
Based on aggregated 13F filings for Q4 2023.