Copper Place Global Dividend Growth ETF
GDVD
GDVD was delisted on the 28th of August, 2024.
7 hedge funds and large institutions have $19.5M invested in Copper Place Global Dividend Growth ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, reducing their positions, and 1 closing their positions.
297% more capital invested
Capital invested by funds: $4.91M → $19.5M (+$14.6M)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
17% more funds holding
Funds holding: 6 → 7 (+1)
Top Buyers
| 1 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$13.7M |
| 2 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$1.39M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$348K |
| 4 |
RIL
Rothschild Investment LLC
Chicago,
Illinois
|
+$308K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$22.9K |
Top Sellers
| 1 |
GS
GTS Securities
New York
|
-$207K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
1
Arkadios Wealth Advisors
Atlanta,
Georgia
| $13.1M | +$13.7M | +611,821 | New |
|
|
KPWS
2
Kestra Private Wealth Services
Austin,
Texas
| $3.28M | +$1.39M | +61,792 | +67% |
|
|
RIL
3
Rothschild Investment LLC
Chicago,
Illinois
| $2.13M | +$308K | +13,750 | +16% |
|
4
HighTower Advisors
Chicago,
Illinois
| $634K | +$4.71K | +210 | +0.7% |
|
|
5
Citadel Advisors
Miami,
Florida
| $331K | +$348K | +15,526 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $25.9K | +$22.9K | +1,019 | +517% |
|
|
BFEC
7
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $9K | – | – | – |
|
|
GS
8
GTS Securities
New York
| – | -$207K | -9,181 | Closed |
|
GDVD Hedge Fund Activity: Q3 2023 in Review
7 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Copper Place Global Dividend Growth ETF (GDVD) for Q3 2023, worth a combined $19.5M — up 297% from $4.91M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new GDVD positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 0 trimmed.
The largest buyer was Arkadios Wealth Advisors, opening a new position worth an estimated $13.7M. The largest seller was GTS Securities, exiting entirely with an estimated $207K sold.
- 7 institutional investors held Copper Place Global Dividend Growth ETF (GDVD) as of Q3 2023, up from 6 in Q2 2023.
- Funds reported $19.5M of Copper Place Global Dividend Growth ETF stock for Q3 2023, up 297% quarter-over-quarter.
- 2 funds opened new Copper Place Global Dividend Growth ETF positions in Q3 2023 and 1 closed out, a net change of +1 holder.
- The largest Copper Place Global Dividend Growth ETF buyer in Q3 2023 was Arkadios Wealth Advisors, an estimated $13.7M added.
- The largest Copper Place Global Dividend Growth ETF seller in Q3 2023 was GTS Securities, an estimated $207K sold.
Based on aggregated 13F filings for Q3 2023.