AOD

abrdn Total Dynamic Dividend Fund

133 hedge funds and large institutions have $388M invested in abrdn Total Dynamic Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+12
Holders Change %
+9.92%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
45
Reduced
42
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LNWWM
76
Laird Norton Wetherby Wealth Management
California
$185K
SBIA
77
Sheaff Brock Investment Advisors
Indiana
$177K
MML Investors Services
78
MML Investors Services
Massachusetts
$176K +$2.27K +249 +1%
AAS
79
Avantax Advisory Services
Texas
$173K +$1.16K +127 +0.7%
CWM
80
Centurion Wealth Management
Virginia
$171K +$171K +18,843 New
HWMC
81
Heritage Wealth Management (California)
California
$166K +$15K +1,644 +10%
SWA
82
Sax Wealth Advisors
New Jersey
$159K
HF
83
HRT Financial
New York
$158K +$158K +17,449 New
NFG
84
Nations Financial Group
Iowa
$156K +$9 +1 +0%
AFG
85
Atomi Financial Group
New York
$153K -$1.45K -159 -0.9%
CL
86
CSS LLC
Illinois
$152K -$61.3K -6,740 -29%
P
87
&Partners
Tennessee
$147K +$147K +16,150 New
OA
88
Oxbow Advisors
Texas
$145K
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$140K
SPC
90
Spirepoint Private Client
Florida
$137K
DC
91
Davenport & Co
Virginia
$134K -$20.4K -2,244 -13%
AWM
92
Axxcess Wealth Management
California
$132K +$132K +14,500 New
SPC
93
Sigma Planning Corp
Michigan
$122K +$683 +75 +0.6%
JWCA
94
J.W. Cole Advisors
Florida
$113K +$113K +12,472 New
GWM
95
Geneos Wealth Management
Colorado
$108K +$96.4K +10,597 +820%
WAP
96
Wealthcare Advisory Partners
Pennsylvania
$105K +$105K +11,531 New
SWM
97
SK Wealth Management
Rhode Island
$105K +$105K +12,140 New
QCIG
98
Quad-Cities Investment Group
Iowa
$103K -$2.79K -306 -3%
Creative Planning
99
Creative Planning
Kansas
$101K -$8.19K -900 -8%
LFAS
100
Level Four Advisory Services
Texas
$100K +$100K +11,434 New