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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 $2.47M invested in U.S. Equity Cumulative Dividends Fund - Series 2027 in 2020 Q2 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 0 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $2.18M → $2.47M (+$291K)

0% more funds holding

Funds holding: 44 (0)

Holders
4
Holders Change
Holders Change %
0%
% of All Funds
0.08%
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
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$27

Top Sellers

No sellers this quarter

IDIV Hedge Fund Activity: Q2 2020 in Review

4 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in U.S. Equity Cumulative Dividends Fund - Series 2027 (IDIV) for Q2 2020, worth a combined $2.47M — up 13% from $2.18M a quarter earlier.

Fund positioning in IDIV was balanced in Q2 2020: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 0 trimmed.

The largest buyer was UBS Group, adding an estimated $27.

  • 4 institutional investors held U.S. Equity Cumulative Dividends Fund - Series 2027 (IDIV) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $2.47M of U.S. Equity Cumulative Dividends Fund - Series 2027 stock for Q2 2020, up 13% quarter-over-quarter.
  • 0 funds opened new U.S. Equity Cumulative Dividends Fund - Series 2027 positions in Q2 2020 and 0 closed out.
  • The largest U.S. Equity Cumulative Dividends Fund - Series 2027 buyer in Q2 2020 was UBS Group, an estimated $27 added.

Based on aggregated 13F filings for Q2 2020.