Copper Place Global Dividend Growth ETF
GDVD
GDVD was delisted on the 28th of August, 2024.
11 hedge funds and large institutions have $26.4M invested in Copper Place Global Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
57% more funds holding
Funds holding: 7 → 11 (+4)
36% more capital invested
Capital invested by funds: $19.5M → $26.4M (+$6.95M)
Top Buyers
| 1 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$2.67M |
| 2 |
RIL
Rothschild Investment LLC
Chicago,
Illinois
|
+$1.12M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$574K |
| 4 |
Jane Street
New York
|
+$535K |
| 5 |
GS
GTS Securities
New York
|
+$296K |
Top Sellers
| 1 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$716K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$25.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
1
Arkadios Wealth Advisors
Atlanta,
Georgia
| $17.2M | +$2.67M | +121,831 | +20% |
|
|
RIL
2
Rothschild Investment LLC
Chicago,
Illinois
| $3.55M | +$1.12M | +51,250 | +51% |
|
|
KPWS
3
Kestra Private Wealth Services
Austin,
Texas
| $2.84M | -$716K | -32,672 | -21% |
|
|
4
Citadel Advisors
Miami,
Florida
| $979K | +$574K | +26,176 | +169% |
|
5
HighTower Advisors
Chicago,
Illinois
| $793K | +$89.8K | +4,096 | +14% |
|
|
6
Jane Street
New York
| $573K | +$535K | +24,410 | New |
|
|
GS
7
GTS Securities
New York
| $317K | +$296K | +13,498 | New |
|
|
CAS
8
Coppell Advisory Solutions
Coppell,
Texas
| $96.3K | +$90K | +4,106 | New |
|
9
Wells Fargo
San Francisco,
California
| $38.4K | +$35.9K | +1,638 | New |
|
|
BFEC
10
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $10K | – | – | – |
|
|
IPW
11
Impact Partnership Wealth
Marietta,
Georgia
| $1.52K | +$1.43K | +65 | New |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$25.9K | -1,216 | Closed |
|
GDVD Hedge Fund Activity: Q4 2023 in Review
11 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Copper Place Global Dividend Growth ETF (GDVD) for Q4 2023, worth a combined $26.4M — up 36% from $19.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new GDVD positions and 1 closed out — a net gain of 4 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Arkadios Wealth Advisors, adding an estimated $2.67M. The largest seller was Kestra Private Wealth Services, cutting an estimated $716K.
- 11 institutional investors held Copper Place Global Dividend Growth ETF (GDVD) as of Q4 2023, up from 7 in Q3 2023.
- Funds reported $26.4M of Copper Place Global Dividend Growth ETF stock for Q4 2023, up 36% quarter-over-quarter.
- 5 funds opened new Copper Place Global Dividend Growth ETF positions in Q4 2023 and 1 closed out, a net change of +4 holders.
- The largest Copper Place Global Dividend Growth ETF buyer in Q4 2023 was Arkadios Wealth Advisors, an estimated $2.67M added.
- The largest Copper Place Global Dividend Growth ETF seller in Q4 2023 was Kestra Private Wealth Services, an estimated $716K sold.
Based on aggregated 13F filings for Q4 2023.