MarketDesk Focused US Dividend ETF
FDIV
9 hedge funds and large institutions have $96.4M invested in MarketDesk Focused US Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
10% more capital invested
Capital invested by funds: $87.7M → $96.4M (+$8.72M)
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: 1 | Existing positions closed: 1
12.72% less ownership
Funds ownership: 89.53% → 76.81% (-13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SLWA
San Luis Wealth Advisors
San Luis Obispo,
California
|
+$1.43M |
| 2 |
AFO
Arrowroot Family Office
Marina Del Rey,
California
|
+$644K |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$205K |
| 4 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$182K |
| 5 |
EFMC
Empire Financial Management Company
New York
|
+$99.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$319K |
| 2 |
AC
Avestar Capital
New York
|
-$35.1K |
| 3 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
-$2.83K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SLWA
1
San Luis Wealth Advisors
San Luis Obispo,
California
| $78.7M | +$1.43M | +51,252 | +2% |
|
|
AFO
2
Arrowroot Family Office
Marina Del Rey,
California
| $6.65M | +$644K | +23,016 | +11% |
|
|
EFMC
3
Empire Financial Management Company
New York
| $4.33M | +$99.6K | +3,559 | +2% |
|
|
MA
4
Mutual Advisors
Omaha,
Nebraska
| $2.89M | +$182K | +6,507 | +7% |
|
|
AC
5
Avestar Capital
New York
| $2.25M | -$35.1K | -1,254 | -2% |
|
|
ACM
6
Andina Capital Management
Lehi,
Utah
| $1.26M | +$43.7K | +1,560 | +4% |
|
|
MCC
7
Money Concepts Capital
Palm Beach Gardens,
Florida
| $212K | +$205K | +7,335 | New |
|
8
UBS Group
Zurich,
Switzerland
| $96.4K | +$85.6K | +3,058 | +1,120% |
|
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $66K | -$319K | -11,398 | -83% |
|
|
PPWM
10
PFG Private Wealth Management
Lutz,
Florida
| – | -$2.83K | -105 | Closed |
|
FDIV Hedge Fund Activity: Q3 2024 in Review
9 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in MarketDesk Focused US Dividend ETF (FDIV) for Q3 2024, worth a combined $96.4M — up 9.9% from $87.7M a quarter earlier.
Fund positioning in FDIV was balanced in Q3 2024: 1 fund opened new positions, 1 closed out, 6 added to existing stakes and 2 trimmed.
The largest buyer was San Luis Wealth Advisors, adding an estimated $1.43M. The largest seller was Royal Bank of Canada, cutting an estimated $319K.
- 9 institutional investors held MarketDesk Focused US Dividend ETF (FDIV) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $96.4M of MarketDesk Focused US Dividend ETF stock for Q3 2024, up 9.9% quarter-over-quarter.
- 1 fund opened new MarketDesk Focused US Dividend ETF positions in Q3 2024 and 1 closed out, a net change of 0 holders.
- The largest MarketDesk Focused US Dividend ETF buyer in Q3 2024 was San Luis Wealth Advisors, an estimated $1.43M added.
- The largest MarketDesk Focused US Dividend ETF seller in Q3 2024 was Royal Bank of Canada, an estimated $319K sold.
Based on aggregated 13F filings for Q3 2024.