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IDIV

U.S. Equity Cumulative Dividends Fund - Series 2027
IDIV

Delisted

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

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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: 3 → 4 (+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
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$605K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$3.92K

IDIV Hedge Fund Activity: Q1 2019 in Review

4 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in U.S. Equity Cumulative Dividends Fund - Series 2027 (IDIV) for Q1 2019, worth a combined $3.22M — up 32% from $2.44M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new IDIV positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $605K. The largest seller was UBS Group, cutting an estimated $3.92K.

  • 4 institutional investors held U.S. Equity Cumulative Dividends Fund - Series 2027 (IDIV) as of Q1 2019, up from 3 in Q4 2018.
  • Funds reported $3.22M of U.S. Equity Cumulative Dividends Fund - Series 2027 stock for Q1 2019, up 32% quarter-over-quarter.
  • 1 fund opened new U.S. Equity Cumulative Dividends Fund - Series 2027 positions in Q1 2019 and 0 closed out, a net change of +1 holder.
  • The largest U.S. Equity Cumulative Dividends Fund - Series 2027 buyer in Q1 2019 was HighTower Advisors, an estimated $605K added.
  • The largest U.S. Equity Cumulative Dividends Fund - Series 2027 seller in Q1 2019 was UBS Group, an estimated $3.92K sold.

Based on aggregated 13F filings for Q1 2019.