We are live on ! Find out more
TADS

The Active Dividend Stock ETF
TADS

Delisted

TADS was delisted on the 7th of January, 2022.

Back to rankings

4 hedge funds and large institutions have $870K invested in The Active Dividend Stock ETF in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding

Funds holding: 3 → 4 (+1)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

80% less capital invested

Capital invested by funds: $4.29M → $870K (-$3.42M)

Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$469
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$29

Top Sellers

Rank Fund Capital Flow
1
BAM
Belpointe Asset Management
Nevada
-$3.34M
2
Citadel Advisors
Citadel Advisors
Florida
-$347K
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1
Belpointe Asset Management
Nevada
$541K -$3.34M -113,875 -86%
Citadel Advisors
2
Citadel Advisors
Florida
$275K -$347K -11,846 -56%
UBS Group
3
UBS Group
Switzerland
$54K +$469 +16 +0.9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
– +$29 +1 New

TADS Hedge Fund Activity: Q4 2021 in Review

4 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in The Active Dividend Stock ETF (TADS) for Q4 2021, worth a combined $870K — down 80% from $4.29M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new TADS positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 2 trimmed.

The largest buyer was UBS Group, adding an estimated $469. The largest seller was Belpointe Asset Management, cutting an estimated $3.34M.

  • 4 institutional investors held The Active Dividend Stock ETF (TADS) as of Q4 2021, up from 3 in Q3 2021.
  • Funds reported $870K of The Active Dividend Stock ETF stock for Q4 2021, down 80% quarter-over-quarter.
  • 1 fund opened new The Active Dividend Stock ETF positions in Q4 2021 and 0 closed out, a net change of +1 holder.
  • The largest The Active Dividend Stock ETF buyer in Q4 2021 was UBS Group, an estimated $469 added.
  • The largest The Active Dividend Stock ETF seller in Q4 2021 was Belpointe Asset Management, an estimated $3.34M sold.

Based on aggregated 13F filings for Q4 2021.