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Freedom Day Dividend ETF

3 hedge funds and large institutions have $36.9M invested in Freedom Day Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $29.9M → $36.9M (+$6.96M)

9.2% more ownership

Funds ownership: 83.77%92.97% (+9.2%)

0% more funds holding

Funds holding: 33 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
3
Holders Change
Holders Change %
0%
% 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
1
Increased
2
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
FDS
1
Freedom Day Solutions
Texas
$35.8M +$6.01M +225,817 +21%
AWS
2
Atria Wealth Solutions
New York
$700K +$686K +25,787 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$380K +$224K +8,403 +151%

MBOX Hedge Fund Activity: Q1 2022 in Review

3 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Freedom Day Dividend ETF (MBOX) for Q1 2022, worth a combined $36.9M — up 23% from $29.9M a quarter earlier.

Fund positioning in MBOX was balanced in Q1 2022: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 0 trimmed.

The largest buyer was Freedom Day Solutions, adding an estimated $6.01M.

  • 3 institutional investors held Freedom Day Dividend ETF (MBOX) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $36.9M of Freedom Day Dividend ETF stock for Q1 2022, up 23% quarter-over-quarter.
  • 1 fund opened new Freedom Day Dividend ETF positions in Q1 2022 and 1 closed out, a net change of 0 holders.
  • The largest Freedom Day Dividend ETF buyer in Q1 2022 was Freedom Day Solutions, an estimated $6.01M added.

Based on aggregated 13F filings for Q1 2022.