Freedom Day Dividend ETF
MBOX
MBOX
8 hedge funds and large institutions have $104M invested in Freedom Day Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
8
Holders Change
-1
Holders Change %
-11.11%
% of All Funds
0.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
1
Increased
5
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
SW
Simplicity Wealth
Summit,
New Jersey
|
$0 |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
$0 |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
$821K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
$221K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
FDS
1
Freedom Day Solutions
Houston,
Texas
| $99.9M | +$7.96M | +242,645 | +9% |
|
|
EFG
2
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $1.97M | +$207K | +6,317 | +12% |
|
|
3
HighTower Advisors
Chicago,
Illinois
| $821K | -$29.7K | -906 | -3% |
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $608K | +$131K | +3,984 | +27% |
|
|
SC
5
Sapient Capital
Indianapolis,
Indiana
| $246K | +$38.9K | +1,186 | +19% |
|
|
6
Cetera Investment Advisers
Schaumburg,
Illinois
| $221K | -$10.5K | -320 | -5% |
|
7
UBS Group
Zurich,
Switzerland
| $8.76K | +$8.6K | +262 | +5,240% |
|
8
Morgan Stanley
New York
| $45 | +$45 | +1 | New |
|
|
SW
9
Simplicity Wealth
Summit,
New Jersey
| – | -$487K | -14,291 | Closed |
|
|
10
Truist Financial
Charlotte,
North Carolina
| – | -$240K | -7,058 | Closed |
|