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IDIV

U.S. Equity Cumulative Dividends Fund - Series 2027

Delisted

IDIV was delisted on the 9th of December, 2022.

4 hedge funds and large institutions have $3.22M invested in U.S. Equity Cumulative Dividends Fund - Series 2027 in 2019 Q1 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding

Funds holding: 34 (+1)

32% more capital invested

Capital invested by funds: $2.44M → $3.22M (+$777K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FC
1
Fore Capital
New York
$2.42M
HighTower Advisors
2
HighTower Advisors
Illinois
$608K +$605K +50,000 New
CWM
3
Cranbrook Wealth Management
Michigan
$182K
UBS Group
4
UBS Group
Switzerland
$6K -$3.92K -324 -40%