MarketDesk Focused US Dividend ETF
FDIV
10 hedge funds and large institutions have $99.8M invested in MarketDesk Focused US Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 1 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
11.93% more ownership
Funds ownership: 76.81% → 88.73% (+12%)
11% more funds holding
Funds holding: 9 → 10 (+1)
4% more capital invested
Capital invested by funds: $96.4M → $99.8M (+$3.41M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SLWA
San Luis Wealth Advisors
San Luis Obispo,
California
|
+$5.9M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$1.7M |
| 3 |
ACM
Andina Capital Management
Lehi,
Utah
|
+$606K |
| 4 |
AFO
Arrowroot Family Office
Marina Del Rey,
California
|
+$600K |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$461K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$91.6K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$66K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SLWA
1
San Luis Wealth Advisors
San Luis Obispo,
California
| $79.3M | +$5.9M | +207,353 | +8% |
|
|
AFO
2
Arrowroot Family Office
Marina Del Rey,
California
| $6.81M | +$600K | +21,100 | +9% |
|
|
EFMC
3
Empire Financial Management Company
New York
| $4.33M | +$287K | +10,095 | +7% |
|
|
MA
4
Mutual Advisors
Omaha,
Nebraska
| $3.19M | +$461K | +16,203 | +16% |
|
|
AC
5
Avestar Capital
New York
| $2.14M | +$30.2K | +1,062 | +1% |
|
|
ACM
6
Andina Capital Management
Lehi,
Utah
| $1.76M | +$606K | +21,294 | +49% |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| $1.62M | +$1.7M | +59,729 | New |
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $355K | +$372K | +13,086 | New |
|
|
MCC
9
Money Concepts Capital
Palm Beach Gardens,
Florida
| $322K | +$130K | +4,558 | +62% |
|
|
10
UBS Group
Zurich,
Switzerland
| $3.01K | -$91.6K | -3,220 | -97% |
|
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$66K | -2,276 | Closed |
|
FDIV Hedge Fund Activity: Q4 2024 in Review
10 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in MarketDesk Focused US Dividend ETF (FDIV) for Q4 2024, worth a combined $99.8M — up 3.5% from $96.4M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new FDIV positions and 1 closed out — a net gain of 1 holder — while 7 added to existing stakes and 1 trimmed.
The largest buyer was San Luis Wealth Advisors, adding an estimated $5.9M. The largest seller was UBS Group, cutting an estimated $91.6K.
- 10 institutional investors held MarketDesk Focused US Dividend ETF (FDIV) as of Q4 2024, up from 9 in Q3 2024.
- Funds reported $99.8M of MarketDesk Focused US Dividend ETF stock for Q4 2024, up 3.5% quarter-over-quarter.
- 2 funds opened new MarketDesk Focused US Dividend ETF positions in Q4 2024 and 1 closed out, a net change of +1 holder.
- The largest MarketDesk Focused US Dividend ETF buyer in Q4 2024 was San Luis Wealth Advisors, an estimated $5.9M added.
- The largest MarketDesk Focused US Dividend ETF seller in Q4 2024 was UBS Group, an estimated $91.6K sold.
Based on aggregated 13F filings for Q4 2024.