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TDSA

Cabana Target Drawdown 5 ETF
TDSA

Delisted

TDSA was delisted on the 14th of November, 2023.

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5 hedge funds and large institutions have $30M invested in Cabana Target Drawdown 5 ETF in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding

Funds holding: 2 → 5 (+3)

76% more capital invested

Capital invested by funds: $17M → $30M (+$13M)

Holders
5
Holders Change
+3
Holders Change %
+150%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FIA
Foundations Investment Advisors
Arizona
+$7.31M
2
OPS
Orion Portfolio Solutions
Nebraska
+$2.63M
3
GM
GeoWealth Management
Illinois
+$2.37M
4
OMC
Old Mission Capital
Illinois
+$1.04M
5
UBS Group
UBS Group
Switzerland
+$9.44K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
1
Foundations Investment Advisors
Arizona
$19.1M +$7.31M +282,740 +60%
GM
2
GeoWealth Management
Illinois
$7.28M +$2.37M +91,825 +47%
OPS
3
Orion Portfolio Solutions
Nebraska
$2.58M +$2.63M +101,755 New
OMC
4
Old Mission Capital
Illinois
$1.02M +$1.04M +40,296 New
UBS Group
5
UBS Group
Switzerland
$9K +$9.44K +365 New

TDSA Hedge Fund Activity: Q3 2021 in Review

5 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Cabana Target Drawdown 5 ETF (TDSA) for Q3 2021, worth a combined $30M — up 76% from $17M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new TDSA positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Foundations Investment Advisors, adding an estimated $7.31M.

  • 5 institutional investors held Cabana Target Drawdown 5 ETF (TDSA) as of Q3 2021, up from 2 in Q2 2021.
  • Funds reported $30M of Cabana Target Drawdown 5 ETF stock for Q3 2021, up 76% quarter-over-quarter.
  • 3 funds opened new Cabana Target Drawdown 5 ETF positions in Q3 2021 and 0 closed out, a net change of +3 holders.
  • The largest Cabana Target Drawdown 5 ETF buyer in Q3 2021 was Foundations Investment Advisors, an estimated $7.31M added.

Based on aggregated 13F filings for Q3 2021.