MarketDesk Focused US Dividend ETF
FDIV
9 hedge funds and large institutions have $81.4M invested in MarketDesk Focused US Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 3 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
25% more capital invested
Capital invested by funds: $64.9M → $81.4M (+$16.5M)
13% more funds holding
Funds holding: 8 → 9 (+1)
1.43% less ownership
Funds ownership: 89.27% → 87.84% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SLWA
San Luis Wealth Advisors
San Luis Obispo,
California
|
+$8.3M |
| 2 |
AC
Avestar Capital
New York
|
+$2.21M |
| 3 |
AFO
Arrowroot Family Office
Marina Del Rey,
California
|
+$1.61M |
| 4 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$423K |
| 5 |
EFMC
Empire Financial Management Company
New York
|
+$398K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$593K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$258K |
| 3 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
-$23.9K |
| 4 |
JP Morgan Chase
New York
|
-$106 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SLWA
1
San Luis Wealth Advisors
San Luis Obispo,
California
| $68.6M | +$8.3M | +311,101 | +15% |
|
|
AFO
2
Arrowroot Family Office
Marina Del Rey,
California
| $4.38M | +$1.61M | +60,474 | +63% |
|
|
EFMC
3
Empire Financial Management Company
New York
| $3.94M | +$398K | +14,936 | +12% |
|
|
AC
4
Avestar Capital
New York
| $2.33M | +$2.21M | +83,021 | New |
|
|
MA
5
Mutual Advisors
Omaha,
Nebraska
| $2.15M | +$423K | +15,841 | +26% |
|
6
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $4.94K | +$4.69K | +176 | New |
|
|
PPWM
7
PFG Private Wealth Management
Lutz,
Florida
| $2.95K | -$23.9K | -897 | -90% |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $2.7K | +$2.56K | +96 | New |
|
9
UBS Group
Zurich,
Switzerland
| $168 | +$160 | +6 | New |
|
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$593K | -22,367 | Closed |
|
|
11
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$258K | -9,739 | Closed |
|
|
12
JP Morgan Chase
New York
| – | -$106 | -4 | Closed |
|
FDIV Hedge Fund Activity: Q1 2024 in Review
9 of the 6,945 institutional investors tracked by Wall St. Rank reported a position in MarketDesk Focused US Dividend ETF (FDIV) for Q1 2024, worth a combined $81.4M — up 25% from $64.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FDIV positions and 3 closed out — a net gain of 1 holder — while 4 added to existing stakes and 1 trimmed.
The largest buyer was San Luis Wealth Advisors, adding an estimated $8.3M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $593K sold.
- 9 institutional investors held MarketDesk Focused US Dividend ETF (FDIV) as of Q1 2024, up from 8 in Q4 2023.
- Funds reported $81.4M of MarketDesk Focused US Dividend ETF stock for Q1 2024, up 25% quarter-over-quarter.
- 4 funds opened new MarketDesk Focused US Dividend ETF positions in Q1 2024 and 3 closed out, a net change of +1 holder.
- The largest MarketDesk Focused US Dividend ETF buyer in Q1 2024 was San Luis Wealth Advisors, an estimated $8.3M added.
- The largest MarketDesk Focused US Dividend ETF seller in Q1 2024 was Royal Bank of Canada, an estimated $593K sold.
Based on aggregated 13F filings for Q1 2024.