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IDIV
U.S. Equity Cumulative Dividends Fund - Series 2027
IDIV
IDIV
Delisted
IDIV was delisted on the 9th of December, 2022.
3 hedge funds and large institutions have $15.4M invested in U.S. Equity Cumulative Dividends Fund - Series 2027 in 2019 Q3 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
377% more capital invested
Capital invested by funds: $3.22M → $15.4M (+$12.1M)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
25% less funds holding
Funds holding: 4 → 3 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Holders
3
Holders Change
-1
Holders Change %
-25%
% of All Funds
0.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
–
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
FC
Fore Capital
New York
|
+$2.39M |
Top Sellers
| 1 |
CWM
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
-$29.5K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FC
1
Fore Capital
New York
| $14.6M | +$2.39M | +200,000 | +100% |
|
2
HighTower Advisors
Chicago,
Illinois
| $574K | – | – | – |
|
|
CWM
3
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $144K | -$29.5K | -2,470 | -16% |
|
|
4
UBS Group
Zurich,
Switzerland
| – | -$6K | -461 | Closed |
|