Freedom Day Dividend ETF
MBOX
7 hedge funds and large institutions have $91M invested in Freedom Day Dividend ETF in 2024 Q2 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.
4% more capital invested
Capital invested by funds: $87.8M → $91M (+$3.22M)
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
0.56% less ownership
Funds ownership: 89.33% → 88.78% (-0.56%)
13% less funds holding
Funds holding: 8 → 7 (-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
|
+$4.66M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$106K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$693 |
| 4 |
Morgan Stanley
New York
|
+$32 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
-$757K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$222K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$104K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$45.8K |
| 5 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$2.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FDS
1
Freedom Day Solutions
Houston,
Texas
| $89M | +$4.66M | +148,011 | +6% |
|
|
2
HighTower Advisors
Chicago,
Illinois
| $1.03M | +$106K | +3,373 | +12% |
|
|
SW
3
Simplicity Wealth
Summit,
New Jersey
| $456K | -$2.9K | -92 | -0.6% |
|
|
4
Cetera Investment Advisers
Schaumburg,
Illinois
| $243K | -$45.8K | -1,453 | -16% |
|
|
5
Truist Financial
Charlotte,
North Carolina
| $225K | +$693 | +22 | +0.3% |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $45K | -$104K | -3,292 | -70% |
|
|
7
Morgan Stanley
New York
| $52 | +$32 | +1 | New |
|
|
EFG
8
Ethos Financial Group
King Of Prussia,
Pennsylvania
| – | -$757K | -23,566 | Closed |
|
|
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$222K | -6,911 | Closed |
|
MBOX Hedge Fund Activity: Q2 2024 in Review
7 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Freedom Day Dividend ETF (MBOX) for Q2 2024, worth a combined $91M — up 3.7% from $87.8M 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 $4.66M. The largest seller was Ethos Financial Group, exiting entirely with an estimated $757K sold.
- 7 institutional investors held Freedom Day Dividend ETF (MBOX) as of Q2 2024, down from 8 in Q1 2024.
- Funds reported $91M of Freedom Day Dividend ETF stock for Q2 2024, up 3.7% quarter-over-quarter.
- 1 fund opened new Freedom Day Dividend ETF positions in Q2 2024 and 2 closed out, a net change of -1 holder.
- The largest Freedom Day Dividend ETF buyer in Q2 2024 was Freedom Day Solutions, an estimated $4.66M added.
- The largest Freedom Day Dividend ETF seller in Q2 2024 was Ethos Financial Group, an estimated $757K sold.
Based on aggregated 13F filings for Q2 2024.