Freedom Day Dividend ETF
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.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
4% more capital invested
Capital invested by funds: $99.8M → $104M (+$3.99M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.39% less ownership
Funds ownership: 88.25% → 86.86% (-1.4%)
11% less funds holding
Funds holding: 9 → 8 (-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
|
+$8.25M |
| 2 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
+$215K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$135K |
| 4 |
SC
Sapient Capital
Indianapolis,
Indiana
|
+$40.3K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$8.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$487K |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$240K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$30.8K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$10.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FDS
1
Freedom Day Solutions
Houston,
Texas
| $99.9M | +$8.25M | +242,645 | +9% |
|
|
EFG
2
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $1.97M | +$215K | +6,317 | +12% |
|
|
3
HighTower Advisors
Chicago,
Illinois
| $821K | -$30.8K | -906 | -3% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $608K | +$135K | +3,984 | +27% |
|
|
SC
5
Sapient Capital
Indianapolis,
Indiana
| $246K | +$40.3K | +1,186 | +19% |
|
|
6
Cetera Investment Advisers
Schaumburg,
Illinois
| $221K | -$10.9K | -320 | -5% |
|
|
7
UBS Group
Zurich,
Switzerland
| $8.76K | +$8.9K | +262 | +5,240% |
|
8
Morgan Stanley
New York
| $45 | +$34 | +1 | New |
|
|
SW
9
Simplicity Wealth
Summit,
New Jersey
| – | -$487K | -14,291 | Closed |
|
|
10
Truist Financial
Charlotte,
North Carolina
| – | -$240K | -7,058 | Closed |
|
MBOX Hedge Fund Activity: Q4 2024 in Review
8 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Freedom Day Dividend ETF (MBOX) for Q4 2024, worth a combined $104M — up 4% from $99.8M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of MBOX and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 5 added.
The largest buyer was Freedom Day Solutions, adding an estimated $8.25M. The largest seller was Simplicity Wealth, exiting entirely with an estimated $487K sold.
- 8 institutional investors held Freedom Day Dividend ETF (MBOX) as of Q4 2024, down from 9 in Q3 2024.
- Funds reported $104M of Freedom Day Dividend ETF stock for Q4 2024, up 4% quarter-over-quarter.
- 1 fund opened new Freedom Day Dividend ETF positions in Q4 2024 and 2 closed out, a net change of -1 holder.
- The largest Freedom Day Dividend ETF buyer in Q4 2024 was Freedom Day Solutions, an estimated $8.25M added.
- The largest Freedom Day Dividend ETF seller in Q4 2024 was Simplicity Wealth, an estimated $487K sold.
Based on aggregated 13F filings for Q4 2024.