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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.
4 hedge funds and large institutions have $1.29M invested in U.S. Equity Cumulative Dividends Fund - Series 2027 in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
33% less funds holding
Funds holding: 6 → 4 (-2)
43% less capital invested
Capital invested by funds: $2.26M → $1.29M (-$968K)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Holders
4
Holders Change
-2
Holders Change %
-33.33%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$162K |
| 2 |
BWM
BlackDiamond Wealth Management
New York
|
+$15.3K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$13.4K |
Top Sellers
| 1 |
Jane Street
New York
|
-$857K |
| 2 |
CB
Commerce Bank
Kansas City,
Missouri
|
-$194K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCS
1
Personal CFO Solutions
Chester,
New Jersey
| $992K | – | – | – |
|
|
OMC
2
Old Mission Capital
Chicago,
Illinois
| $153K | +$162K | +21,294 | New |
|
|
BWM
3
BlackDiamond Wealth Management
New York
| $120K | +$15.3K | +2,012 | +14% |
|
|
4
UBS Group
Zurich,
Switzerland
| $23K | +$13.4K | +1,772 | +129% |
|
|
5
Jane Street
New York
| – | -$857K | -109,120 | Closed |
|
|
CB
6
Commerce Bank
Kansas City,
Missouri
| – | -$194K | -24,705 | Closed |
|