MarketDesk Focused US Dividend ETF
FDIV
11 hedge funds and large institutions have $71.5M invested in MarketDesk Focused US Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
18.4% more ownership
Funds ownership: 66.16% → 84.57% (+18%)
10% more funds holding
Funds holding: 10 → 11 (+1)
2% less capital invested
Capital invested by funds: $72.7M → $71.5M (-$1.28M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
+$2.56M |
| 2 |
ACM
Andina Capital Management
Lehi,
Utah
|
+$600K |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$448K |
| 4 |
EFMC
Empire Financial Management Company
New York
|
+$206K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$198K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SLWA
San Luis Wealth Advisors
San Luis Obispo,
California
|
-$9.07M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.6M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$301K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$282 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SLWA
1
San Luis Wealth Advisors
San Luis Obispo,
California
| $47.5M | -$9.07M | -354,041 | -16% |
|
|
AFO
2
Arrowroot Family Office
Marina Del Rey,
California
| $7.26M | +$7.14M | +278,911 | New |
|
|
EFMC
3
Empire Financial Management Company
New York
| $4.68M | +$206K | +8,058 | +5% |
|
|
MA
4
Mutual Advisors
Omaha,
Nebraska
| $4.14M | +$448K | +17,502 | +13% |
|
|
ACM
5
Andina Capital Management
Lehi,
Utah
| $2.71M | +$600K | +23,421 | +29% |
|
|
NP
6
NorthRock Partners
Minneapolis,
Minnesota
| $2.59M | +$2.56M | +99,796 | New |
|
|
AC
7
Avestar Capital
New York
| $1.76M | +$132K | +5,149 | +8% |
|
|
MCC
8
Money Concepts Capital
Palm Beach Gardens,
Florida
| $633K | +$127K | +4,962 | +26% |
|
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $207K | +$198K | +7,729 | +3,435% |
|
|
AWM
10
AE Wealth Management
Topeka,
Kansas
| $4.22K | +$4.15K | +162 | New |
|
|
11
UBS Group
Zurich,
Switzerland
| $104 | -$282 | -11 | -73% |
|
|
IA
12
IFP Advisors
Tampa,
Florida
| – | -$1.6M | -59,729 | Closed |
|
|
13
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$301K | -11,229 | Closed |
|
FDIV Hedge Fund Activity: Q2 2025 in Review
11 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in MarketDesk Focused US Dividend ETF (FDIV) for Q2 2025, worth a combined $71.5M — down 1.8% from $72.7M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FDIV positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 2 trimmed.
The largest buyer was NorthRock Partners, opening a new position worth an estimated $2.56M. The largest seller was San Luis Wealth Advisors, cutting an estimated $9.07M.
- 11 institutional investors held MarketDesk Focused US Dividend ETF (FDIV) as of Q2 2025, up from 10 in Q1 2025.
- Funds reported $71.5M of MarketDesk Focused US Dividend ETF stock for Q2 2025, down 1.8% quarter-over-quarter.
- 3 funds opened new MarketDesk Focused US Dividend ETF positions in Q2 2025 and 2 closed out, a net change of +1 holder.
- The largest MarketDesk Focused US Dividend ETF buyer in Q2 2025 was NorthRock Partners, an estimated $2.56M added.
- The largest MarketDesk Focused US Dividend ETF seller in Q2 2025 was San Luis Wealth Advisors, an estimated $9.07M sold.
Based on aggregated 13F filings for Q2 2025.