Freedom Day Dividend ETF
MBOX
9 hedge funds and large institutions have $107M invested in Freedom Day Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
29% more funds holding
Funds holding: 7 → 9 (+2)
2.31% more ownership
Funds ownership: 86.27% → 88.58% (+2.3%)
1% more capital invested
Capital invested by funds: $106M → $107M (+$1.52M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
80% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.24M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$1.14M |
| 3 |
LSIA
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
+$235K |
| 4 |
Morgan Stanley
New York
|
+$32 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
-$1.66M |
| 2 |
FDS
Freedom Day Solutions
Houston,
Texas
|
-$1.47M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$160K |
| 4 |
SC
Sapient Capital
Indianapolis,
Indiana
|
-$119K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$8.67K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FDS
1
Freedom Day Solutions
Houston,
Texas
| $102M | -$1.47M | -45,365 | -1% |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2.35M | +$2.24M | +68,956 | +6,605% |
|
|
3
Fisher Asset Management
Camas,
Washington
| $1.17M | +$1.14M | +35,000 | New |
|
|
4
HighTower Advisors
Chicago,
Illinois
| $472K | -$160K | -4,923 | -26% |
|
|
EFG
5
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $294K | -$1.66M | -51,209 | -85% |
|
|
LSIA
6
LaSalle St. Investment Advisors
Elmhurst,
Illinois
| $242K | +$235K | +7,235 | New |
|
|
SC
7
Sapient Capital
Indianapolis,
Indiana
| $207K | -$119K | -3,664 | -37% |
|
|
8
Cetera Investment Advisers
Schaumburg,
Illinois
| $204K | -$8.67K | -267 | -4% |
|
|
9
Morgan Stanley
New York
| $43 | +$32 | +1 | New |
|
10
UBS Group
Zurich,
Switzerland
| – | -$5.07K | -153 | Closed |
|
MBOX Hedge Fund Activity: Q2 2025 in Review
9 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Freedom Day Dividend ETF (MBOX) for Q2 2025, worth a combined $107M — up 1.4% from $106M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MBOX positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 5 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $2.24M. The largest seller was Ethos Financial Group, cutting an estimated $1.66M.
- 9 institutional investors held Freedom Day Dividend ETF (MBOX) as of Q2 2025, up from 7 in Q1 2025.
- Funds reported $107M of Freedom Day Dividend ETF stock for Q2 2025, up 1.4% quarter-over-quarter.
- 3 funds opened new Freedom Day Dividend ETF positions in Q2 2025 and 1 closed out, a net change of +2 holders.
- The largest Freedom Day Dividend ETF buyer in Q2 2025 was Royal Bank of Canada, an estimated $2.24M added.
- The largest Freedom Day Dividend ETF seller in Q2 2025 was Ethos Financial Group, an estimated $1.66M sold.
Based on aggregated 13F filings for Q2 2025.