Freedom Day Dividend ETF
MBOX
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.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
more capital invested
Capital invested by funds: $ → $
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
Holders
9
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$2.31M | |
| 2 | +$1.17M | |
| 3 | +$242K | |
| 4 |
Morgan Stanley
New York
|
+$43 |
Top Sellers
| 1 | -$1.72M | |
| 2 | -$1.52M | |
| 3 | -$165K | |
| 4 |
SC
Sapient Capital
Indianapolis,
Indiana
|
-$123K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$8.96K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FDS
1
Freedom Day Solutions
Houston,
Texas
| $102M |
|
|||
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2.35M |
|
|||
3
Fisher Asset Management
Camas,
Washington
| $1.17M |
|
|||
4
HighTower Advisors
Chicago,
Illinois
| $472K |
|
|||
|
EFG
5
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $294K |
|
|||
|
LSIA
6
LaSalle St. Investment Advisors
Elmhurst,
Illinois
| $242K |
|
|||
|
SC
7
Sapient Capital
Indianapolis,
Indiana
| $207K |
|
|||
|
8
Cetera Investment Advisers
Schaumburg,
Illinois
| $204K |
|
|||
|
9
Morgan Stanley
New York
| $43 |
|
|||
10
UBS Group
Zurich,
Switzerland
| – |
|