Cabana Target Drawdown 5 ETF
TDSA
TDSA was delisted on the 14th of November, 2023.
8 hedge funds and large institutions have $15.6M invested in Cabana Target Drawdown 5 ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
14% more funds holding
Funds holding: 7 → 8 (+1)
16% less capital invested
Capital invested by funds: $18.4M → $15.6M (-$2.86M)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Maripau Wealth Management
Fort Wayne,
Indiana
|
+$680K |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$200K |
| 3 |
JP Morgan Chase
New York
|
+$375 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$3.26M |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$217K |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$185K |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
-$125K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$792 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $9.82M | -$3.26M | -156,658 | -25% |
|
|
GM
2
GeoWealth Management
Chicago,
Illinois
| $3.63M | -$185K | -8,887 | -5% |
|
|
3
JP Morgan Chase
New York
| $989K | +$375 | +18 | +0% |
|
|
MWM
4
Maripau Wealth Management
Fort Wayne,
Indiana
| $681K | +$680K | +32,656 | New |
|
|
TC
5
TownSquare Capital
Provo,
Utah
| $217K | -$125K | -6,023 | -37% |
|
|
AWM
6
AE Wealth Management
Topeka,
Kansas
| $201K | +$200K | +9,611 | New |
|
|
IPW
7
Impact Partnership Wealth
Marietta,
Georgia
| $24K | +$24K | +1,152 | New |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $2.84K | – | – | – |
|
|
MA
9
Mutual Advisors
Omaha,
Nebraska
| – | -$217K | -10,425 | Closed |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$792 | -38 | Closed |
|
TDSA Hedge Fund Activity: Q2 2023 in Review
8 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Cabana Target Drawdown 5 ETF (TDSA) for Q2 2023, worth a combined $15.6M — down 16% from $18.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new TDSA positions and 2 closed out — a net gain of 1 holder — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Maripau Wealth Management, opening a new position worth an estimated $680K. The largest seller was Foundations Investment Advisors, cutting an estimated $3.26M.
- 8 institutional investors held Cabana Target Drawdown 5 ETF (TDSA) as of Q2 2023, up from 7 in Q1 2023.
- Funds reported $15.6M of Cabana Target Drawdown 5 ETF stock for Q2 2023, down 16% quarter-over-quarter.
- 3 funds opened new Cabana Target Drawdown 5 ETF positions in Q2 2023 and 2 closed out, a net change of +1 holder.
- The largest Cabana Target Drawdown 5 ETF buyer in Q2 2023 was Maripau Wealth Management, an estimated $680K added.
- The largest Cabana Target Drawdown 5 ETF seller in Q2 2023 was Foundations Investment Advisors, an estimated $3.26M sold.
Based on aggregated 13F filings for Q2 2023.