Cabana Target Drawdown 5 ETF
TDSA
TDSA was delisted on the 14th of November, 2023.
3 hedge funds and large institutions have $36.3M invested in Cabana Target Drawdown 5 ETF in 2022 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 1 closing their positions.
26% more capital invested
Capital invested by funds: $28.7M → $36.3M (+$7.6M)
25% less funds holding
Funds holding: 4 → 3 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$9.13M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$1.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $27.2M | +$9.13M | +371,742 | +47% |
|
|
GM
2
GeoWealth Management
Chicago,
Illinois
| $8.2M | +$1.4M | +56,924 | +20% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $889K | +$10.5K | +427 | +1% |
|
|
4
UBS Group
Zurich,
Switzerland
| – | -$7K | -260 | Closed |
|
TDSA Hedge Fund Activity: Q1 2022 in Review
3 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Cabana Target Drawdown 5 ETF (TDSA) for Q1 2022, worth a combined $36.3M — up 26% from $28.7M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of TDSA and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 3 added.
The largest buyer was Foundations Investment Advisors, adding an estimated $9.13M. The largest seller was UBS Group, exiting entirely with an estimated $7K sold.
- 3 institutional investors held Cabana Target Drawdown 5 ETF (TDSA) as of Q1 2022, down from 4 in Q4 2021.
- Funds reported $36.3M of Cabana Target Drawdown 5 ETF stock for Q1 2022, up 26% quarter-over-quarter.
- 0 funds opened new Cabana Target Drawdown 5 ETF positions in Q1 2022 and 1 closed out, a net change of -1 holder.
- The largest Cabana Target Drawdown 5 ETF buyer in Q1 2022 was Foundations Investment Advisors, an estimated $9.13M added.
- The largest Cabana Target Drawdown 5 ETF seller in Q1 2022 was UBS Group, an estimated $7K sold.
Based on aggregated 13F filings for Q1 2022.