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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.
5 hedge funds and large institutions have $2.16M invested in U.S. Equity Cumulative Dividends Fund - Series 2027 in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
17% less funds holding
Funds holding: 6 → 5 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
49% less capital invested
Capital invested by funds: $4.23M → $2.16M (-$2.07M)
Holders
5
Holders Change
-1
Holders Change %
-16.67%
% of All Funds
0.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$481K |
| 2 |
Jane Street
New York
|
+$119K |
| 3 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
+$96.5K |
Top Sellers
| 1 |
FC
Fore Capital
New York
|
-$1.95M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$497K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$117K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCS
1
Personal CFO Solutions
Chester,
New Jersey
| $1.27M | +$96.5K | +9,785 | +8% |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $450K | +$481K | +48,700 | New |
|
|
CB
3
Commerce Bank
Kansas City,
Missouri
| $323K | – | – | – |
|
|
4
Jane Street
New York
| $111K | +$119K | +12,048 | New |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $2K | – | – | – |
|
|
FC
6
Fore Capital
New York
| – | -$1.95M | -191,605 | Closed |
|
|
CA
7
Cetera Advisors
Denver,
Colorado
| – | -$497K | -48,700 | Closed |
|
|
8
HighTower Advisors
Chicago,
Illinois
| – | -$117K | -11,500 | Closed |
|