IDIV
U.S. Equity Cumulative Dividends Fund - Series 2027
IDIV
IDIV
Delisted
IDIV was delisted on the 9th of December, 2022.
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.
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
1
Cetera Advisors
Denver,
Colorado
|
$497K |
| 2 |
PCS
2
Personal CFO Solutions
Chester,
New Jersey
|
$1.3M |
| 3 |
CB
3
Commerce Bank
Kansas City,
Missouri
|
$357K |
| 4 |
4
Osaic Holdings
Scottsdale,
Arizona
|
$2K |
Top Sellers
| 1 |
1
HighTower Advisors
Chicago,
Illinois
|
$117K |
| 2 |
FC
2
Fore Capital
New York
|
$1.95M |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
FC
1
Fore Capital
New York
| $1.95M | 191,605 | -8,395 | -4% |
|
|
PCS
2
Personal CFO Solutions
Chester,
New Jersey
| $1.3M | 127,749 | +25,169 | +25% |
|
|
CA
3
Cetera Advisors
Denver,
Colorado
| $497K | 48,700 | +48,700 | New |
|
|
CB
4
Commerce Bank
Kansas City,
Missouri
| $357K | 34,995 | +20,600 | +143% |
|
|
5
HighTower Advisors
Chicago,
Illinois
| $117K | 11,500 | -51,484 | -82% |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $2K | 214 | +214 | New |
|
7
Wells Fargo
San Francisco,
California
| – | – | -1 | Closed |
|
|
CFGS
8
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|