Iveda Solutions
IVDA
13 hedge funds and large institutions have $564K invested in Iveda Solutions in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
48% more capital invested
Capital invested by funds: $380K → $564K (+$184K)
44% more funds holding
Funds holding: 9 → 13 (+4)
0.24% more ownership
Funds ownership: 0.27% → 0.51% (+0.24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NL
NWAM LLC
Mercer Island,
Washington
|
+$120K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$85.4K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$61.4K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$14.7K |
| 5 |
TSS
Two Sigma Securities
New York
|
+$12.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$19K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RJFSA
1
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $150K | – | – | – |
|
|
NL
2
NWAM LLC
Mercer Island,
Washington
| $107K | +$120K | +15,625 | New |
|
|
3
Geode Capital Management
Boston,
Massachusetts
| $77.4K | +$85.4K | +11,113 | New |
|
|
4
Bank of America
Charlotte,
North Carolina
| $59.7K | +$14.7K | +1,911 | +28% |
|
|
5
Citadel Advisors
Miami,
Florida
| $55.6K | +$61.4K | +7,991 | New |
|
6
State Street
Boston,
Massachusetts
| $30.4K | – | – | – |
|
7
Vanguard Group
Malvern,
Pennsylvania
| $30.3K | +$11.9K | +1,544 | +54% |
|
|
BA
8
Bridge Advisory
Pasadena,
California
| $21.4K | – | – | – |
|
|
TSS
9
Two Sigma Securities
New York
| $11.2K | +$12.5K | +1,629 | New |
|
|
SFS
10
Summit Financial Strategies
Columbus,
Ohio
| $8.57K | – | – | – |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| $8.27K | +$753 | +98 | +9% |
|
12
UBS Group
Zurich,
Switzerland
| $4.31K | +$4.83K | +629 | New |
|
13
Wells Fargo
San Francisco,
California
| $93 | +$69 | +9 | +180% |
|
|
VF
14
Virtu Financial
New York
| – | -$19K | -2,184 | Closed |
|
IVDA Hedge Fund Activity: Q3 2023 in Review
13 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Iveda Solutions (IVDA) for Q3 2023, worth a combined $564K — up 48% from $380K a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IVDA positions and 1 closed out — a net gain of 4 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was NWAM LLC, opening a new position worth an estimated $120K. The largest seller was Virtu Financial, exiting entirely with an estimated $19K sold.
- 13 institutional investors held Iveda Solutions (IVDA) as of Q3 2023, up from 9 in Q2 2023.
- Funds reported $564K of Iveda Solutions stock for Q3 2023, up 48% quarter-over-quarter.
- 5 funds opened new Iveda Solutions positions in Q3 2023 and 1 closed out, a net change of +4 holders.
- The largest Iveda Solutions buyer in Q3 2023 was NWAM LLC, an estimated $120K added.
- The largest Iveda Solutions seller in Q3 2023 was Virtu Financial, an estimated $19K sold.
Based on aggregated 13F filings for Q3 2023.