Hoya Capital High Dividend Yield ETF
RIET
14 hedge funds and large institutions have $1.59M invested in Hoya Capital High Dividend Yield ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
40% more funds holding
Funds holding: 10 → 14 (+4)
14% more capital invested
Capital invested by funds: $1.39M → $1.59M (+$201K)
0.04% more ownership
Funds ownership: 2.3% → 2.35% (+0.04%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$134K |
| 2 |
HCRE
Hoya Capital Real Estate
Rowayton,
Connecticut
|
+$131K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$20.1K |
| 4 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$5.07K |
| 5 |
AIC
Archer Investment Corporation
Carmel,
Indiana
|
+$1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Pettee Investors
Rowayton,
Connecticut
|
-$28.2K |
| 2 |
PI
PFG Investments
Woodbury,
New York
|
-$10.1K |
| 3 |
Simplex Trading
Chicago,
Illinois
|
-$2.13K |
| 4 |
Morgan Stanley
New York
|
-$22 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PI
1
Pettee Investors
Rowayton,
Connecticut
| $757K | -$28.2K | -2,809 | -4% |
|
|
HCRE
2
Hoya Capital Real Estate
Rowayton,
Connecticut
| $526K | +$131K | +13,050 | +33% |
|
|
AWA
3
Arete Wealth Advisors
Chicago,
Illinois
| $133K | +$134K | +13,289 | New |
|
|
PI
4
PFG Investments
Woodbury,
New York
| $123K | -$10.1K | -1,000 | -8% |
|
|
5
Fidelity Investments
Boston,
Massachusetts
| $20.2K | +$20.1K | +2,000 | New |
|
|
MIM
6
Macroview Investment Management
Bethesda,
Maryland
| $19.8K | – | – | – |
|
|
AA
7
Ancora Advisors
Cleveland,
Ohio
| $5.08K | +$5.07K | +504 | New |
|
|
CIA
8
Cape Investment Advisory
Mcdonough,
Georgia
| $4.03K | – | – | – |
|
|
S
9
SignatureFD
Atlanta,
Georgia
| $1.16K | +$30 | +3 | +3% |
|
|
AIC
10
Archer Investment Corporation
Carmel,
Indiana
| $1.01K | +$1K | +100 | New |
|
11
Osaic Holdings
Scottsdale,
Arizona
| $1.01K | +$1K | +100 | New |
|
|
WWP
12
WR Wealth Planners
Columbia,
Missouri
| $383 | +$10 | +1 | +3% |
|
13
UBS Group
Zurich,
Switzerland
| $30 | – | – | – |
|
|
14
Simplex Trading
Chicago,
Illinois
| – | -$2.13K | -212 | -71% |
|
|
15
Morgan Stanley
New York
| – | -$22 | -2 | Closed |
|
RIET Hedge Fund Activity: Q2 2024 in Review
14 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hoya Capital High Dividend Yield ETF (RIET) for Q2 2024, worth a combined $1.59M — up 14% from $1.39M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new RIET positions and 1 closed out — a net gain of 4 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Arete Wealth Advisors, opening a new position worth an estimated $134K. The largest seller was Pettee Investors, cutting an estimated $28.2K.
- 14 institutional investors held Hoya Capital High Dividend Yield ETF (RIET) as of Q2 2024, up from 10 in Q1 2024.
- Funds reported $1.59M of Hoya Capital High Dividend Yield ETF stock for Q2 2024, up 14% quarter-over-quarter.
- 5 funds opened new Hoya Capital High Dividend Yield ETF positions in Q2 2024 and 1 closed out, a net change of +4 holders.
- The largest Hoya Capital High Dividend Yield ETF buyer in Q2 2024 was Arete Wealth Advisors, an estimated $134K added.
- The largest Hoya Capital High Dividend Yield ETF seller in Q2 2024 was Pettee Investors, an estimated $28.2K sold.
Based on aggregated 13F filings for Q2 2024.