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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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6 hedge funds and large institutions have $4.23M invested in U.S. Equity Cumulative Dividends Fund - Series 2027 in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

20% more funds holding

Funds holding: 5 → 6 (+1)

10% more capital invested

Capital invested by funds: $3.86M → $4.23M (+$372K)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

Holders
6
Holders Change
+1
Holders Change %
+20%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cetera Advisors
Colorado
+$492K
2
PCS
Personal CFO Solutions
New Jersey
+$254K
3
CB
Commerce Bank
Missouri
+$208K
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.16K

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$520K
2
FC
Fore Capital
New York
-$84.8K
3
Wells Fargo
Wells Fargo
California
-$10
Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1
Fore Capital
New York
$1.95M -$84.8K -8,395 -4%
PCS
2
Personal CFO Solutions
New Jersey
$1.3M +$254K +25,169 +25%
CA
3
Cetera Advisors
Colorado
$497K +$492K +48,700 New
CB
4
Commerce Bank
Missouri
$357K +$208K +20,600 +143%
HighTower Advisors
5
HighTower Advisors
Illinois
$117K -$520K -51,484 -82%
Osaic Holdings
6
Osaic Holdings
Arizona
$2K +$2.16K +214 New
Wells Fargo
7
Wells Fargo
California
– -$10 -1 Closed