Freedom Day Dividend ETF
MBOX
10 hedge funds and large institutions have $112M invested in Freedom Day Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
11% more funds holding
Funds holding: 9 → 10 (+1)
1.11% more ownership
Funds ownership: 88.58% → 89.69% (+1.1%)
4% more capital invested
Capital invested by funds: $107M → $112M (+$4.51M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FDS
Freedom Day Solutions
Houston,
Texas
|
+$2.66M |
| 2 |
JP Morgan Chase
New York
|
+$105K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$28.4K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$2.2K |
| 5 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
+$2.06K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.37M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
-$1.17M |
| 3 |
LSIA
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
-$997 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FDS
1
Freedom Day Solutions
Houston,
Texas
| $110M | +$2.66M | +77,408 | +3% |
|
|
2
HighTower Advisors
Chicago,
Illinois
| $497K | +$2.2K | +64 | +0.5% |
|
|
EFG
3
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $311K | +$2.06K | +60 | +0.7% |
|
|
LSIA
4
LaSalle St. Investment Advisors
Elmhurst,
Illinois
| $253K | -$997 | -29 | -0.4% |
|
|
SC
5
Sapient Capital
Indianapolis,
Indiana
| $217K | +$1.44K | +42 | +0.7% |
|
6
Cetera Investment Advisers
Schaumburg,
Illinois
| $215K | +$34 | +1 | +0% |
|
|
7
JP Morgan Chase
New York
| $108K | +$105K | +3,056 | New |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $35K | -$2.37M | -69,000 | -99% |
|
|
9
UBS Group
Zurich,
Switzerland
| $29.1K | +$28.4K | +826 | New |
|
10
Morgan Stanley
New York
| $88 | +$34 | +1 | +100% |
|
|
11
Fisher Asset Management
Camas,
Washington
| – | -$1.17M | -35,000 | Closed |
|
MBOX Hedge Fund Activity: Q3 2025 in Review
10 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Freedom Day Dividend ETF (MBOX) for Q3 2025, worth a combined $112M — up 4.2% from $107M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MBOX positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 2 trimmed.
The largest buyer was Freedom Day Solutions, adding an estimated $2.66M. The largest seller was Royal Bank of Canada, cutting an estimated $2.37M.
- 10 institutional investors held Freedom Day Dividend ETF (MBOX) as of Q3 2025, up from 9 in Q2 2025.
- Funds reported $112M of Freedom Day Dividend ETF stock for Q3 2025, up 4.2% quarter-over-quarter.
- 2 funds opened new Freedom Day Dividend ETF positions in Q3 2025 and 1 closed out, a net change of +1 holder.
- The largest Freedom Day Dividend ETF buyer in Q3 2025 was Freedom Day Solutions, an estimated $2.66M added.
- The largest Freedom Day Dividend ETF seller in Q3 2025 was Royal Bank of Canada, an estimated $2.37M sold.
Based on aggregated 13F filings for Q3 2025.