Freedom Day Dividend ETF
MBOX
7 hedge funds and large institutions have $50.9M invested in Freedom Day Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
133% more funds holding
Funds holding: 3 → 7 (+4)
33% more capital invested
Capital invested by funds: $38.3M → $50.9M (+$12.6M)
1.36% more ownership
Funds ownership: 89.59% → 90.95% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FDS
Freedom Day Solutions
Houston,
Texas
|
+$6.33M |
| 2 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$362K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$275K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$250K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$12.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FDS
1
Freedom Day Solutions
Houston,
Texas
| $48.3M | +$6.33M | +250,422 | +15% |
|
|
EFG
2
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $1.04M | +$1.03M | +40,710 | New |
|
|
AWS
3
Atria Wealth Solutions
New York
| $653K | – | – | – |
|
|
SW
4
Simplicity Wealth
Summit,
New Jersey
| $363K | +$362K | +14,330 | New |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $275K | +$275K | +10,873 | New |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $250K | +$250K | +9,874 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $2.81K | -$12.4K | -492 | -82% |
|
MBOX Hedge Fund Activity: Q4 2022 in Review
7 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Freedom Day Dividend ETF (MBOX) for Q4 2022, worth a combined $50.9M — up 33% from $38.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MBOX positions and 0 closed out — a net gain of 4 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Freedom Day Solutions, adding an estimated $6.33M. The largest seller was UBS Group, cutting an estimated $12.4K.
- 7 institutional investors held Freedom Day Dividend ETF (MBOX) as of Q4 2022, up from 3 in Q3 2022.
- Funds reported $50.9M of Freedom Day Dividend ETF stock for Q4 2022, up 33% quarter-over-quarter.
- 4 funds opened new Freedom Day Dividend ETF positions in Q4 2022 and 0 closed out, a net change of +4 holders.
- The largest Freedom Day Dividend ETF buyer in Q4 2022 was Freedom Day Solutions, an estimated $6.33M added.
- The largest Freedom Day Dividend ETF seller in Q4 2022 was UBS Group, an estimated $12.4K sold.
Based on aggregated 13F filings for Q4 2022.