Iveda Solutions
IVDA
9 hedge funds and large institutions have $380K invested in Iveda Solutions in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 5 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
0.07% less ownership
Funds ownership: 0.34% → 0.27% (-0.07%)
30% less capital invested
Capital invested by funds: $540K → $380K (-$160K)
31% less funds holding
Funds holding: 13 → 9 (-4)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$63.1K |
| 2 |
VF
Virtu Financial
New York
|
+$22.1K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.01K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$10 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$85K |
| 2 |
Two Sigma Investments
New York
|
-$40.3K |
| 3 |
JP Morgan Chase
New York
|
-$26.6K |
| 4 |
State Street
Boston,
Massachusetts
|
-$14.8K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.99K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RJFSA
1
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $191K | +$63.1K | +6,250 | +40% |
|
2
Bank of America
Charlotte,
North Carolina
| $59.3K | – | – | – |
|
|
3
State Street
Boston,
Massachusetts
| $38.4K | -$14.8K | -1,462 | -25% |
|
|
BA
4
Bridge Advisory
Pasadena,
California
| $27.3K | – | – | – |
|
|
5
Vanguard Group
Malvern,
Pennsylvania
| $25.1K | +$4.01K | +397 | +16% |
|
|
VF
6
Virtu Financial
New York
| $19K | +$22.1K | +2,184 | New |
|
|
SFS
7
Summit Financial Strategies
Columbus,
Ohio
| $10.9K | – | – | – |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $9.67K | -$1.99K | -197 | -15% |
|
|
9
Wells Fargo
San Francisco,
California
| $43 | +$10 | +1 | +25% |
|
|
10
Renaissance Technologies
New York
| – | -$85K | -8,000 | Closed |
|
|
11
Two Sigma Investments
New York
| – | -$40.3K | -3,788 | Closed |
|
|
12
JP Morgan Chase
New York
| – | -$26.6K | -2,500 | Closed |
|
13
Osaic Holdings
Scottsdale,
Arizona
| – | -$344 | -32 | Closed |
|
|
TWA
14
TCI Wealth Advisors
Tucson,
Arizona
| – | -$167 | -16 | Closed |
|
IVDA Hedge Fund Activity: Q2 2023 in Review
9 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Iveda Solutions (IVDA) for Q2 2023, worth a combined $380K — down 30% from $540K a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of IVDA and 1 opened new positions — a net loss of 4 holders — while 2 trimmed existing stakes and 3 added.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $63.1K. The largest seller was Renaissance Technologies, exiting entirely with an estimated $85K sold.
- 9 institutional investors held Iveda Solutions (IVDA) as of Q2 2023, down from 13 in Q1 2023.
- Funds reported $380K of Iveda Solutions stock for Q2 2023, down 30% quarter-over-quarter.
- 1 fund opened new Iveda Solutions positions in Q2 2023 and 5 closed out, a net change of -4 holders.
- The largest Iveda Solutions buyer in Q2 2023 was Raymond James Financial Services Advisors, an estimated $63.1K added.
- The largest Iveda Solutions seller in Q2 2023 was Renaissance Technologies, an estimated $85K sold.
Based on aggregated 13F filings for Q2 2023.