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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.
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
| 1 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
+$517K |
Top Sellers
| 1 |
CWM
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
-$119K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4.91K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FC
1
Fore Capital
New York
| $1.88M | – | – | – |
|
|
PCS
2
Personal CFO Solutions
Chester,
New Jersey
| $539K | +$517K | +53,472 | New |
|
3
HighTower Advisors
Chicago,
Illinois
| $504K | – | – | – |
|
|
4
UBS Group
Zurich,
Switzerland
| $3K | -$4.91K | -508 | -66% |
|
|
CWM
5
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| – | -$119K | -12,530 | Closed |
|