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 |
MBOX Hedge Fund Activity: Q3 2024 in Review
9 of the 6,980 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.