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Freedom Day Dividend ETF
MBOX

3 hedge funds and large institutions have $29.9M invested in Freedom Day Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding

Funds holding: 1 → 3 (+2)

30% more capital invested

Capital invested by funds: $23.1M → $29.9M (+$6.82M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.26% less ownership

Funds ownership: 84.03% → 83.77% (-0.26%)

Holders
3
Holders Change
+2
Holders Change %
+200%
% of All Funds
0.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FDS
Freedom Day Solutions
Texas
+$4.17M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$146K
3
UBS Group
UBS Group
Switzerland
+$183

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
FDS
1
Freedom Day Solutions
Texas
$29.7M +$4.17M +159,100 +17%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$152K +$146K +5,577 New
UBS Group
3
UBS Group
Switzerland
– +$183 +7 New

MBOX Hedge Fund Activity: Q4 2021 in Review

3 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Freedom Day Dividend ETF (MBOX) for Q4 2021, worth a combined $29.9M — up 30% from $23.1M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new MBOX positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Freedom Day Solutions, adding an estimated $4.17M.

  • 3 institutional investors held Freedom Day Dividend ETF (MBOX) as of Q4 2021, up from 1 in Q3 2021.
  • Funds reported $29.9M of Freedom Day Dividend ETF stock for Q4 2021, up 30% quarter-over-quarter.
  • 2 funds opened new Freedom Day Dividend ETF positions in Q4 2021 and 0 closed out, a net change of +2 holders.
  • The largest Freedom Day Dividend ETF buyer in Q4 2021 was Freedom Day Solutions, an estimated $4.17M added.

Based on aggregated 13F filings for Q4 2021.