Freedom Day Dividend ETF
MBOX
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.
New
Increased
Maintained
Reduced
Closed
Holders
5
Holders Change
-2
Holders Change %
-28.57%
% of All Funds
0.08%
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
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
FDS
Freedom Day Solutions
Houston,
Texas
|
$59.3M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
$371K |
| 3 |
SW
Simplicity Wealth
Summit,
New Jersey
|
$371K |
Top Sellers
| 1 |
AWS
Atria Wealth Solutions
New York
|
$0 |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$0 |
| 3 |
OA
Oxbow Advisors
Austin,
Texas
|
$234K |
| 4 |
UBS Group
Zurich,
Switzerland
|
$0 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
FDS
1
Freedom Day Solutions
Houston,
Texas
| $59.3M | +$4.86M | +188,118 | +9% |
|
|
EFG
2
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $1.01M | – | – | – |
|
|
SW
3
Simplicity Wealth
Summit,
New Jersey
| $371K | +$155 | +6 | +0% |
|
|
SS
4
Simplicity Solutions
Minneapolis,
Minnesota
| $371K | +$371K | +14,358 | New |
|
|
OA
5
Oxbow Advisors
Austin,
Texas
| $234K | -$40.9K | -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 |
|