Freedom Day Dividend ETF
MBOX
7 hedge funds and large institutions have $55.4M invested in Freedom Day Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 1 closing their positions.
9% more capital invested
Capital invested by funds: $50.9M → $55.4M (+$4.44M)
0.37% more ownership
Funds ownership: 90.95% → 91.31% (+0.37%)
0% more funds holding
Funds holding: 7 → 7 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FDS
Freedom Day Solutions
Houston,
Texas
|
+$5.13M |
| 2 |
OA
Oxbow Advisors
Austin,
Texas
|
+$270K |
| 3 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$558 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$250K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$59.2K |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$16.4K |
| 4 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
-$2.66K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.31K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FDS
1
Freedom Day Solutions
Houston,
Texas
| $52.9M | +$5.13M | +202,236 | +11% |
|
|
EFG
2
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $1.01M | -$2.66K | -105 | -0.3% |
|
|
AWS
3
Atria Wealth Solutions
New York
| $627K | -$16.4K | -649 | -3% |
|
|
SW
4
Simplicity Wealth
Summit,
New Jersey
| $358K | +$558 | +22 | +0.2% |
|
|
OA
5
Oxbow Advisors
Austin,
Texas
| $266K | +$270K | +10,661 | New |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $213K | -$59.2K | -2,337 | -21% |
|
|
7
UBS Group
Zurich,
Switzerland
| $499 | -$2.31K | -91 | -82% |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$250K | -9,874 | Closed |
|
MBOX Hedge Fund Activity: Q1 2023 in Review
7 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Freedom Day Dividend ETF (MBOX) for Q1 2023, worth a combined $55.4M — up 8.7% from $50.9M a quarter earlier.
Fund positioning in MBOX was balanced in Q1 2023: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 4 trimmed.
The largest buyer was Freedom Day Solutions, adding an estimated $5.13M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $250K sold.
- 7 institutional investors held Freedom Day Dividend ETF (MBOX) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $55.4M of Freedom Day Dividend ETF stock for Q1 2023, up 8.7% quarter-over-quarter.
- 1 fund opened new Freedom Day Dividend ETF positions in Q1 2023 and 1 closed out, a net change of 0 holders.
- The largest Freedom Day Dividend ETF buyer in Q1 2023 was Freedom Day Solutions, an estimated $5.13M added.
- The largest Freedom Day Dividend ETF seller in Q1 2023 was Susquehanna International Group, an estimated $250K sold.
Based on aggregated 13F filings for Q1 2023.