Freedom Day Dividend ETF
MBOX
6 hedge funds and large institutions have $65.6M invested in Freedom Day Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
20% more funds holding
Funds holding: 5 → 6 (+1)
7% more capital invested
Capital invested by funds: $61.3M → $65.6M (+$4.32M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.38% less ownership
Funds ownership: 91.78% → 90.4% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FDS
Freedom Day Solutions
Houston,
Texas
|
+$4.54M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$356K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$229K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$49.3K |
| 5 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$237 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$371K |
| 2 |
OA
Oxbow Advisors
Austin,
Texas
|
-$234K |
| 3 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
-$12K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FDS
1
Freedom Day Solutions
Houston,
Texas
| $63.6M | +$4.54M | +172,001 | +7% |
|
|
EFG
2
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $1.03M | -$12K | -455 | -1% |
|
|
SW
3
Simplicity Wealth
Summit,
New Jersey
| $369K | +$237 | +9 | +0.1% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $346K | +$356K | +13,485 | New |
|
|
5
Cetera Investment Advisers
Schaumburg,
Illinois
| $223K | +$229K | +8,674 | New |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $48K | +$49.3K | +1,871 | New |
|
|
SS
7
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$371K | -14,358 | Closed |
|
|
OA
8
Oxbow Advisors
Austin,
Texas
| – | -$234K | -9,077 | Closed |
|
MBOX Hedge Fund Activity: Q3 2023 in Review
6 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Freedom Day Dividend ETF (MBOX) for Q3 2023, worth a combined $65.6M — up 7% from $61.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MBOX positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Freedom Day Solutions, adding an estimated $4.54M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $371K sold.
- 6 institutional investors held Freedom Day Dividend ETF (MBOX) as of Q3 2023, up from 5 in Q2 2023.
- Funds reported $65.6M of Freedom Day Dividend ETF stock for Q3 2023, up 7% quarter-over-quarter.
- 3 funds opened new Freedom Day Dividend ETF positions in Q3 2023 and 2 closed out, a net change of +1 holder.
- The largest Freedom Day Dividend ETF buyer in Q3 2023 was Freedom Day Solutions, an estimated $4.54M added.
- The largest Freedom Day Dividend ETF seller in Q3 2023 was Simplicity Solutions, an estimated $371K sold.
Based on aggregated 13F filings for Q3 2023.