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 $2.26M invested in U.S. Equity Cumulative Dividends Fund - Series 2027 in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
Holders
6
Holders Change
+1
Holders Change %
+20%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
Jane Street
New York
|
$857K |
| 2 |
BWM
2
BlackDiamond Wealth Management
New York
|
$113K |
| 3 |
3
UBS Group
Zurich,
Switzerland
|
$11K |
| 4 |
PCS
4
Personal CFO Solutions
Chester,
New Jersey
|
$1.08M |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
PCS
1
Personal CFO Solutions
Chester,
New Jersey
| $1.08M | 137,736 | +202 | +0.1% |
|
|
2
Jane Street
New York
| $857K | 109,120 | +97,072 | +806% |
|
|
CB
3
Commerce Bank
Kansas City,
Missouri
| $194K | 24,705 | -10,290 | -29% |
|
|
BWM
4
BlackDiamond Wealth Management
New York
| $113K | 14,551 | +14,551 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $11K | 1,369 | +1,369 | New |
|
6
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | – | -48,700 | Closed |
|
7
Osaic Holdings
Scottsdale,
Arizona
| – | – | -214 | Closed |
|
|
CFGS
8
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|
9
Wells Fargo
San Francisco,
California
| $0 | 1 | +1 | New |
|