Freedom Day Dividend ETF
MBOX
9 hedge funds and large institutions have $76.5M invested in Freedom Day Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
50% more funds holding
Funds holding: 6 → 9 (+3)
17% more capital invested
Capital invested by funds: $65.6M → $76.5M (+$10.9M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.13% less ownership
Funds ownership: 90.4% → 90.26% (-0.13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FDS
Freedom Day Solutions
Houston,
Texas
|
+$3.04M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$544K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$266K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$187K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$12.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
-$439K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$346K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FDS
1
Freedom Day Solutions
Houston,
Texas
| $74.1M | +$3.04M | +114,360 | +5% |
|
|
EFG
2
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $677K | -$439K | -16,505 | -41% |
|
|
3
HighTower Advisors
Chicago,
Illinois
| $586K | +$544K | +20,476 | New |
|
|
SW
4
Simplicity Wealth
Summit,
New Jersey
| $412K | +$159 | +6 | +0% |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $340K | +$266K | +9,995 | +534% |
|
|
6
Cetera Investment Advisers
Schaumburg,
Illinois
| $262K | +$12.1K | +456 | +5% |
|
|
7
Truist Financial
Charlotte,
North Carolina
| $202K | +$187K | +7,036 | New |
|
8
UBS Group
Zurich,
Switzerland
| $5.7K | +$5.29K | +199 | New |
|
9
Fidelity Investments
Boston,
Massachusetts
| $2.12K | +$1.97K | +74 | New |
|
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$346K | -13,485 | Closed |
|
MBOX Hedge Fund Activity: Q4 2023 in Review
9 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Freedom Day Dividend ETF (MBOX) for Q4 2023, worth a combined $76.5M — up 17% from $65.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MBOX positions and 1 closed out — a net gain of 3 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Freedom Day Solutions, adding an estimated $3.04M. The largest seller was Ethos Financial Group, cutting an estimated $439K.
- 9 institutional investors held Freedom Day Dividend ETF (MBOX) as of Q4 2023, up from 6 in Q3 2023.
- Funds reported $76.5M of Freedom Day Dividend ETF stock for Q4 2023, up 17% quarter-over-quarter.
- 4 funds opened new Freedom Day Dividend ETF positions in Q4 2023 and 1 closed out, a net change of +3 holders.
- The largest Freedom Day Dividend ETF buyer in Q4 2023 was Freedom Day Solutions, an estimated $3.04M added.
- The largest Freedom Day Dividend ETF seller in Q4 2023 was Ethos Financial Group, an estimated $439K sold.
Based on aggregated 13F filings for Q4 2023.