Freedom Day Dividend ETF
MBOX
5 hedge funds and large institutions have $61.3M invested in Freedom Day Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
11% more capital invested
Capital invested by funds: $55.4M → $61.3M (+$5.98M)
0.46% more ownership
Funds ownership: 91.31% → 91.78% (+0.46%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
29% less funds holding
Funds holding: 7 → 5 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FDS
Freedom Day Solutions
Houston,
Texas
|
+$4.69M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$358K |
| 3 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$149 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$627K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$213K |
| 3 |
OA
Oxbow Advisors
Austin,
Texas
|
-$39.5K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$499 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FDS
1
Freedom Day Solutions
Houston,
Texas
| $59.3M | +$4.69M | +188,118 | +9% |
|
|
EFG
2
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $1.01M | – | – | – |
|
|
SW
3
Simplicity Wealth
Summit,
New Jersey
| $371K | +$149 | +6 | +0% |
|
|
SS
4
Simplicity Solutions
Minneapolis,
Minnesota
| $371K | +$358K | +14,358 | New |
|
|
OA
5
Oxbow Advisors
Austin,
Texas
| $234K | -$39.5K | -1,584 | -15% |
|
|
AWS
6
Atria Wealth Solutions
New York
| – | -$627K | -25,140 | Closed |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$213K | -8,536 | Closed |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$499 | -20 | Closed |
|
MBOX Hedge Fund Activity: Q2 2023 in Review
5 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Freedom Day Dividend ETF (MBOX) for Q2 2023, worth a combined $61.3M — up 11% from $55.4M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of MBOX and 1 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 2 added.
The largest buyer was Freedom Day Solutions, adding an estimated $4.69M. The largest seller was Atria Wealth Solutions, exiting entirely with an estimated $627K sold.
- 5 institutional investors held Freedom Day Dividend ETF (MBOX) as of Q2 2023, down from 7 in Q1 2023.
- Funds reported $61.3M of Freedom Day Dividend ETF stock for Q2 2023, up 11% quarter-over-quarter.
- 1 fund opened new Freedom Day Dividend ETF positions in Q2 2023 and 3 closed out, a net change of -2 holders.
- The largest Freedom Day Dividend ETF buyer in Q2 2023 was Freedom Day Solutions, an estimated $4.69M added.
- The largest Freedom Day Dividend ETF seller in Q2 2023 was Atria Wealth Solutions, an estimated $627K sold.
Based on aggregated 13F filings for Q2 2023.