Freedom Day Dividend ETF
MBOX
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.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
29% more funds holding
Funds holding: 7 → 9 (+2)
10% more capital invested
Capital invested by funds: $91M → $99.8M (+$8.74M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.52% less ownership
Funds ownership: 88.78% → 88.25% (-0.52%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
+$1.78M |
| 2 |
FDS
Freedom Day Solutions
Houston,
Texas
|
+$465K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$434K |
| 4 |
SC
Sapient Capital
Indianapolis,
Indiana
|
+$209K |
| 5 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$165 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$212K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$18K |
| 3 |
Morgan Stanley
New York
|
-$52 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FDS
1
Freedom Day Solutions
Houston,
Texas
| $95.4M | +$465K | +14,054 | +0.5% |
|
|
EFG
2
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $1.83M | +$1.78M | +53,664 | New |
|
|
3
HighTower Advisors
Chicago,
Illinois
| $882K | -$212K | -6,399 | -20% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $495K | +$434K | +13,126 | +920% |
|
|
SW
5
Simplicity Wealth
Summit,
New Jersey
| $487K | +$165 | +5 | +0% |
|
|
6
Cetera Investment Advisers
Schaumburg,
Illinois
| $240K | -$18K | -545 | -7% |
|
7
Truist Financial
Charlotte,
North Carolina
| $240K | – | – | – |
|
|
SC
8
Sapient Capital
Indianapolis,
Indiana
| $215K | +$209K | +6,321 | New |
|
9
UBS Group
Zurich,
Switzerland
| $170 | +$165 | +5 | New |
|
|
10
Morgan Stanley
New York
| – | -$52 | -1 | Closed |
|
MBOX Hedge Fund Activity: Q3 2024 in Review
9 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Freedom Day Dividend ETF (MBOX) for Q3 2024, worth a combined $99.8M — up 9.6% from $91M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MBOX positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Ethos Financial Group, opening a new position worth an estimated $1.78M. The largest seller was HighTower Advisors, cutting an estimated $212K.
- 9 institutional investors held Freedom Day Dividend ETF (MBOX) as of Q3 2024, up from 7 in Q2 2024.
- Funds reported $99.8M of Freedom Day Dividend ETF stock for Q3 2024, up 9.6% quarter-over-quarter.
- 3 funds opened new Freedom Day Dividend ETF positions in Q3 2024 and 1 closed out, a net change of +2 holders.
- The largest Freedom Day Dividend ETF buyer in Q3 2024 was Ethos Financial Group, an estimated $1.78M added.
- The largest Freedom Day Dividend ETF seller in Q3 2024 was HighTower Advisors, an estimated $212K sold.
Based on aggregated 13F filings for Q3 2024.