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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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5 hedge funds and large institutions have $3.66M invested in U.S. Equity Cumulative Dividends Fund - Series 2027 in 2021 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $3.31M → $3.66M (+$350K)

0% more funds holding

Funds holding: 5 → 5 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
5
Holders Change
–
Holders Change %
0%
% 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
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCS
Personal CFO Solutions
New Jersey
+$186K
2
Jane Street
Jane Street
New York
+$133K
3
HighTower Advisors
HighTower Advisors
Illinois
+$5.51K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$1K

IDIV Hedge Fund Activity: Q2 2021 in Review

5 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in U.S. Equity Cumulative Dividends Fund - Series 2027 (IDIV) for Q2 2021, worth a combined $3.66M — up 11% from $3.31M a quarter earlier.

Fund positioning in IDIV was balanced in Q2 2021: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 0 trimmed.

The largest buyer was Personal CFO Solutions, adding an estimated $186K. The largest seller was Osaic Holdings, exiting entirely with an estimated $1K sold.

  • 5 institutional investors held U.S. Equity Cumulative Dividends Fund - Series 2027 (IDIV) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $3.66M of U.S. Equity Cumulative Dividends Fund - Series 2027 stock for Q2 2021, up 11% quarter-over-quarter.
  • 1 fund opened new U.S. Equity Cumulative Dividends Fund - Series 2027 positions in Q2 2021 and 1 closed out, a net change of 0 holders.
  • The largest U.S. Equity Cumulative Dividends Fund - Series 2027 buyer in Q2 2021 was Personal CFO Solutions, an estimated $186K added.
  • The largest U.S. Equity Cumulative Dividends Fund - Series 2027 seller in Q2 2021 was Osaic Holdings, an estimated $1K sold.

Based on aggregated 13F filings for Q2 2021.