U.S. Equity Cumulative Dividends Fund - Series 2027
IDIV
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
+$492K |
| 2 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
+$254K |
| 3 |
CB
Commerce Bank
Kansas City,
Missouri
|
+$208K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.16K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$520K |
| 2 |
FC
Fore Capital
New York
|
-$84.8K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$10 |
IDIV Hedge Fund Activity: Q4 2021 in Review
6 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in U.S. Equity Cumulative Dividends Fund - Series 2027 (IDIV) for Q4 2021, worth a combined $4.23M — up 9.6% from $3.86M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new IDIV positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Cetera Advisors, opening a new position worth an estimated $492K. The largest seller was HighTower Advisors, cutting an estimated $520K.
- 6 institutional investors held U.S. Equity Cumulative Dividends Fund - Series 2027 (IDIV) as of Q4 2021, up from 5 in Q3 2021.
- Funds reported $4.23M of U.S. Equity Cumulative Dividends Fund - Series 2027 stock for Q4 2021, up 9.6% quarter-over-quarter.
- 2 funds opened new U.S. Equity Cumulative Dividends Fund - Series 2027 positions in Q4 2021 and 1 closed out, a net change of +1 holder.
- The largest U.S. Equity Cumulative Dividends Fund - Series 2027 buyer in Q4 2021 was Cetera Advisors, an estimated $492K added.
- The largest U.S. Equity Cumulative Dividends Fund - Series 2027 seller in Q4 2021 was HighTower Advisors, an estimated $520K sold.
Based on aggregated 13F filings for Q4 2021.