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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 $2.92M invested in U.S. Equity Cumulative Dividends Fund - Series 2027 in 2020 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $2.45M → $2.92M (+$478K)

0% more funds holding

Funds holding: 4 → 4 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
4
Holders Change
–
Holders Change %
0%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
–
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCS
Personal CFO Solutions
New Jersey
+$517K

Top Sellers

Rank Fund Capital Flow
1
CWM
Cranbrook Wealth Management
Michigan
-$119K
2
UBS Group
UBS Group
Switzerland
-$4.91K

IDIV Hedge Fund Activity: Q4 2020 in Review

4 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in U.S. Equity Cumulative Dividends Fund - Series 2027 (IDIV) for Q4 2020, worth a combined $2.92M — up 20% from $2.45M a quarter earlier.

Fund positioning in IDIV was balanced in Q4 2020: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 1 trimmed.

The largest buyer was Personal CFO Solutions, opening a new position worth an estimated $517K. The largest seller was Cranbrook Wealth Management, exiting entirely with an estimated $119K sold.

  • 4 institutional investors held U.S. Equity Cumulative Dividends Fund - Series 2027 (IDIV) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $2.92M of U.S. Equity Cumulative Dividends Fund - Series 2027 stock for Q4 2020, up 20% quarter-over-quarter.
  • 1 fund opened new U.S. Equity Cumulative Dividends Fund - Series 2027 positions in Q4 2020 and 1 closed out, a net change of 0 holders.
  • The largest U.S. Equity Cumulative Dividends Fund - Series 2027 buyer in Q4 2020 was Personal CFO Solutions, an estimated $517K added.
  • The largest U.S. Equity Cumulative Dividends Fund - Series 2027 seller in Q4 2020 was Cranbrook Wealth Management, an estimated $119K sold.

Based on aggregated 13F filings for Q4 2020.