TDSA
Cabana Target Drawdown 5 ETF
TDSA
TDSA
Delisted
TDSA was delisted on the 14th of November, 2023.
6 hedge funds and large institutions have $30.3M invested in Cabana Target Drawdown 5 ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.
Holders
6
Holders Change
+3
Holders Change %
+100%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
1
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
AWM
1
AE Wealth Management
Topeka,
Kansas
|
$434K |
| 2 |
2
JPMorgan Chase & Co
New York
|
$99K |
| 3 |
3
Envestnet Asset Management
Chicago,
Illinois
|
$880K |
| 4 |
4
UBS Group
Zurich,
Switzerland
|
$10K |
Top Sellers
| 1 |
GM
1
GeoWealth Management
Chicago,
Illinois
|
$5.37M |
| 2 |
FIA
2
Foundations Investment Advisors
Phoenix,
Arizona
|
$23.5M |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $23.5M | 1,069,216 | -89,221 | -8% |
|
|
GM
2
GeoWealth Management
Chicago,
Illinois
| $5.37M | 244,941 | -94,285 | -28% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $880K | 40,166 | +3,404 | +9% |
|
|
AWM
4
AE Wealth Management
Topeka,
Kansas
| $434K | 19,816 | +19,816 | New |
|
|
5
JPMorgan Chase & Co
New York
| $99K | 4,532 | +4,532 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $10K | 465 | +465 | New |
|
|
CFGS
7
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|