MarketDesk Focused US Dividend ETF
FDIV
9 hedge funds and large institutions have $87.7M invested in MarketDesk Focused US Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
8% more capital invested
Capital invested by funds: $81.4M → $87.7M (+$6.32M)
1.69% more ownership
Funds ownership: 87.84% → 89.53% (+1.7%)
0% more funds holding
Funds holding: 9 → 9 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SLWA
San Luis Wealth Advisors
San Luis Obispo,
California
|
+$6.13M |
| 2 |
AFO
Arrowroot Family Office
Marina Del Rey,
California
|
+$1.39M |
| 3 |
ACM
Andina Capital Management
Lehi,
Utah
|
+$1.14M |
| 4 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$484K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$372K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Avestar Capital
New York
|
-$110K |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$4.94K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SLWA
1
San Luis Wealth Advisors
San Luis Obispo,
California
| $71.9M | +$6.13M | +224,972 | +9% |
|
|
AFO
2
Arrowroot Family Office
Marina Del Rey,
California
| $5.58M | +$1.39M | +50,927 | +33% |
|
|
EFMC
3
Empire Financial Management Company
New York
| $3.94M | +$161K | +5,909 | +4% |
|
|
MA
4
Mutual Advisors
Omaha,
Nebraska
| $2.64M | +$484K | +17,790 | +23% |
|
|
AC
5
Avestar Capital
New York
| $2.13M | -$110K | -4,044 | -5% |
|
|
ACM
6
Andina Capital Management
Lehi,
Utah
| $1.13M | +$1.14M | +42,047 | New |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $369K | +$372K | +13,674 | New |
|
8
UBS Group
Zurich,
Switzerland
| $7.36K | +$7.27K | +267 | +4,450% |
|
|
PPWM
9
PFG Private Wealth Management
Lutz,
Florida
| $2.83K | – | – | – |
|
|
10
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$4.94K | -176 | Closed |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| – | -$2.7K | -96 | Closed |
|
FDIV Hedge Fund Activity: Q2 2024 in Review
9 of the 6,927 institutional investors tracked by Wall St. Rank reported a position in MarketDesk Focused US Dividend ETF (FDIV) for Q2 2024, worth a combined $87.7M — up 7.8% from $81.4M a quarter earlier.
Fund positioning in FDIV was balanced in Q2 2024: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 1 trimmed.
The largest buyer was San Luis Wealth Advisors, adding an estimated $6.13M. The largest seller was Avestar Capital, cutting an estimated $110K.
- 9 institutional investors held MarketDesk Focused US Dividend ETF (FDIV) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $87.7M of MarketDesk Focused US Dividend ETF stock for Q2 2024, up 7.8% quarter-over-quarter.
- 2 funds opened new MarketDesk Focused US Dividend ETF positions in Q2 2024 and 2 closed out, a net change of 0 holders.
- The largest MarketDesk Focused US Dividend ETF buyer in Q2 2024 was San Luis Wealth Advisors, an estimated $6.13M added.
- The largest MarketDesk Focused US Dividend ETF seller in Q2 2024 was Avestar Capital, an estimated $110K sold.
Based on aggregated 13F filings for Q2 2024.