TDSA
Cabana Target Drawdown 5 ETF
TDSA
TDSA
Delisted
TDSA was delisted on the 14th of November, 2023.
4 hedge funds and large institutions have $28.7M invested in Cabana Target Drawdown 5 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 2 closing their positions.
Holders
4
Holders Change
-1
Holders Change %
-20%
% 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
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
Envestnet Asset Management
Chicago,
Illinois
|
$956K |
| 2 |
FIA
2
Foundations Investment Advisors
Phoenix,
Arizona
|
$20.3M |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $20.3M | 786,695 | +35,613 | +5% |
|
|
GM
2
GeoWealth Management
Chicago,
Illinois
| $7.43M | 282,302 | -4,424 | -2% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $956K | 36,335 | +36,335 | New |
|
4
UBS Group
Zurich,
Switzerland
| $7K | 260 | -105 | -29% |
|
|
OPS
5
Orion Portfolio Solutions
Omaha,
Nebraska
| – | – | -101,755 | Closed |
|
|
OMC
6
Old Mission Capital
Chicago,
Illinois
| – | – | -40,296 | Closed |
|
|
CFGS
7
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|