Freedom Day Dividend ETF
MBOX
8 hedge funds and large institutions have $87.8M invested in Freedom Day Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.
15% more capital invested
Capital invested by funds: $76.5M → $87.8M (+$11.3M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
0.93% less ownership
Funds ownership: 90.26% → 89.33% (-0.93%)
11% less funds holding
Funds holding: 9 → 8 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FDS
Freedom Day Solutions
Houston,
Texas
|
+$1.62M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$253K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$207K |
| 4 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$149 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$214K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$5.7K |
| 3 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
-$2.36K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.12K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$2.06K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FDS
1
Freedom Day Solutions
Houston,
Texas
| $84.8M | +$1.62M | +54,068 | +2% |
|
|
2
HighTower Advisors
Chicago,
Illinois
| $929K | +$253K | +8,470 | +41% |
|
|
EFG
3
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $757K | -$2.36K | -79 | -0.3% |
|
|
SW
4
Simplicity Wealth
Summit,
New Jersey
| $462K | +$149 | +5 | +0% |
|
|
5
Cetera Investment Advisers
Schaumburg,
Illinois
| $291K | -$2.06K | -69 | -0.8% |
|
6
Truist Financial
Charlotte,
North Carolina
| $226K | – | – | – |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $222K | +$207K | +6,911 | New |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $152K | -$214K | -7,148 | -60% |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$5.7K | -199 | Closed |
|
|
10
Fidelity Investments
Boston,
Massachusetts
| – | -$2.12K | -74 | Closed |
|
MBOX Hedge Fund Activity: Q1 2024 in Review
8 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Freedom Day Dividend ETF (MBOX) for Q1 2024, worth a combined $87.8M — up 15% from $76.5M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of MBOX and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 3 added.
The largest buyer was Freedom Day Solutions, adding an estimated $1.62M. The largest seller was Royal Bank of Canada, cutting an estimated $214K.
- 8 institutional investors held Freedom Day Dividend ETF (MBOX) as of Q1 2024, down from 9 in Q4 2023.
- Funds reported $87.8M of Freedom Day Dividend ETF stock for Q1 2024, up 15% quarter-over-quarter.
- 1 fund opened new Freedom Day Dividend ETF positions in Q1 2024 and 2 closed out, a net change of -1 holder.
- The largest Freedom Day Dividend ETF buyer in Q1 2024 was Freedom Day Solutions, an estimated $1.62M added.
- The largest Freedom Day Dividend ETF seller in Q1 2024 was Royal Bank of Canada, an estimated $214K sold.
Based on aggregated 13F filings for Q1 2024.