TDSA
Cabana Target Drawdown 5 ETF
TDSA
TDSA
Delisted
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.
Holders
3
Holders Change
-1
Holders Change %
-25%
% of All Funds
0.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
–
Increased
3
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
|
$27.2M |
| 2 |
GM
2
GeoWealth Management
Chicago,
Illinois
|
$8.2M |
| 3 |
3
Envestnet Asset Management
Chicago,
Illinois
|
$889K |
Top Sellers
| 1 |
1
UBS Group
Zurich,
Switzerland
|
$0 |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $27.2M | 1,158,437 | +371,742 | +47% |
|
|
GM
2
GeoWealth Management
Chicago,
Illinois
| $8.2M | 339,226 | +56,924 | +20% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $889K | 36,762 | +427 | +1% |
|
|
4
UBS Group
Zurich,
Switzerland
| – | – | -260 | Closed |
|
|
CFGS
5
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|