MBOX icon

Freedom Day Dividend ETF

9 hedge funds and large institutions have $99.8M invested in Freedom Day Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
9
Holders Change
+2
Holders Change %
+28.57%
% of All Funds
0.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
3
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FDS
1
Freedom Day Solutions
Texas
$95.4M +$479K +14,054 +0.5%
EFG
2
Ethos Financial Group
Pennsylvania
$1.83M +$1.83M +53,664 New
HighTower Advisors
3
HighTower Advisors
Illinois
$882K -$218K -6,399 -20%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$495K +$446K +13,126 +920%
SW
5
Simplicity Wealth
New Jersey
$487K +$170 +5 +0%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$240K -$18.6K -545 -7%
Truist Financial
7
Truist Financial
North Carolina
$240K
SC
8
Sapient Capital
Indiana
$215K +$215K +6,321 New
UBS Group
9
UBS Group
Switzerland
$170 +$170 +5 New
Morgan Stanley
10
Morgan Stanley
New York
-$52 -1 Closed