AOD

abrdn Total Dynamic Dividend Fund

125 hedge funds and large institutions have $302M invested in abrdn Total Dynamic Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-6
Holders Change %
-4.58%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
55
Reduced
31
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Lido Advisors
76
Lido Advisors
California
$132K +$132K +16,352 New
ICMP
77
Integrated Capital Management (Pennsylvania)
Pennsylvania
$131K -$127K -13,653 -49%
OA
78
Oxbow Advisors
Texas
$129K
JWCA
79
J.W. Cole Advisors
Florida
$123K +$2.18K +270 +2%
Truist Financial
80
Truist Financial
North Carolina
$119K -$29.4K -3,636 -20%
SPC
81
Sigma Planning Corp
Michigan
$117K -$10K -1,242 -8%
WI
82
Wintrust Investments
Illinois
$116K +$1.18K +146 +1%
MML Investors Services
83
MML Investors Services
Massachusetts
$114K -$65K -8,052 -36%
SP
84
Successful Portfolios
Florida
$113K -$1.35K -167 -1%
PFS
85
Prospera Financial Services
Texas
$113K +$2.65K +328 +2%
AWS
86
Atria Wealth Solutions
New York
$111K +$711 +88 +0.6%
CWC
87
Carolinas Wealth Consulting
North Carolina
$104K
AFG
88
Atomi Financial Group
New York
$103K +$103K +12,724 New
CF
89
Centaurus Financial
California
$102K -$10.7K -1,332 -10%
NFG
90
Nations Financial Group
Iowa
$99.5K +$8 +1 +0%
Creative Planning
91
Creative Planning
Kansas
$97.8K +$97.8K +12,110 New
SWM
92
Spire Wealth Management
Virginia
$93.7K +$70.1K +8,670 +297%
CWM
93
Centurion Wealth Management
Virginia
$93.7K
OBWG
94
Onyx Bridge Wealth Group
New York
$89.4K
Citadel Advisors
95
Citadel Advisors
Florida
$88.8K +$88.8K +10,986 New
WPA
96
Winning Points Advisors
Florida
$86K
GWM
97
Geneos Wealth Management
Colorado
$71.2K -$117K -14,456 -62%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$69.4K -$89.4K -11,069 -56%
BWA
99
BDO Wealth Advisors
Florida
$57.5K +$57.5K +7,114 New
HI
100
Harbour Investments
Wisconsin
$57.4K +$129 +16 +0.2%