Reality Shares DIVCON Dividend Guard ETF
GARD
GARD was delisted on the 27th of March, 2020.
6 hedge funds and large institutions have $10.7M invested in Reality Shares DIVCON Dividend Guard ETF in 2019 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
6% more capital invested
Capital invested by funds: $10.2M → $10.7M (+$571K)
0% more funds holding
Funds holding: 6 → 6 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$23.5K |
| 2 |
MWC
MKD Wealth Coaches
Troy,
Michigan
|
+$18.8K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$17.7K |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$6.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWS
Lucia Wealth Services
San Diego,
California
|
-$387K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$27.8K |
| 3 |
CAN
Claraphi Advisory Network
Aliso Viejo,
United States
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWC
1
MKD Wealth Coaches
Troy,
Michigan
| $7.05M | +$18.8K | +735 | +0.3% |
|
|
LWS
2
Lucia Wealth Services
San Diego,
California
| $3.13M | -$387K | -15,094 | -11% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $282K | +$23.5K | +918 | +10% |
|
|
4
Citadel Advisors
Miami,
Florida
| $247K | -$27.8K | -1,085 | -11% |
|
|
5
UBS Group
Zurich,
Switzerland
| $34K | +$17.7K | +692 | +120% |
|
|
GI
6
Gradient Investments
Arden Hills,
Minnesota
| $7K | +$6.3K | +246 | New |
|
|
CAN
7
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$2K | -100 | Closed |
|
GARD Hedge Fund Activity: Q4 2019 in Review
6 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Reality Shares DIVCON Dividend Guard ETF (GARD) for Q4 2019, worth a combined $10.7M — up 5.6% from $10.2M a quarter earlier.
Fund positioning in GARD was balanced in Q4 2019: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 2 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $23.5K. The largest seller was Lucia Wealth Services, cutting an estimated $387K.
- 6 institutional investors held Reality Shares DIVCON Dividend Guard ETF (GARD) as of Q4 2019, unchanged from Q3 2019.
- Funds reported $10.7M of Reality Shares DIVCON Dividend Guard ETF stock for Q4 2019, up 5.6% quarter-over-quarter.
- 1 fund opened new Reality Shares DIVCON Dividend Guard ETF positions in Q4 2019 and 1 closed out, a net change of 0 holders.
- The largest Reality Shares DIVCON Dividend Guard ETF buyer in Q4 2019 was Susquehanna International Group, an estimated $23.5K added.
- The largest Reality Shares DIVCON Dividend Guard ETF seller in Q4 2019 was Lucia Wealth Services, an estimated $387K sold.
Based on aggregated 13F filings for Q4 2019.