Cabana Target Drawdown 13 ETF
TDSD
TDSD was delisted on the 5th of January, 2024.
6 hedge funds and large institutions have $280M invested in Cabana Target Drawdown 13 ETF in 2021 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 0 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
24% more capital invested
Capital invested by funds: $227M → $280M (+$53.4M)
0% more funds holding
Funds holding: 6 → 6 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$27.7M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$6.26M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.41M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$27.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$329K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$16.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $218M | +$27.7M | +1,026,067 | +15% |
|
|
GM
2
GeoWealth Management
Chicago,
Illinois
| $49.1M | +$6.26M | +231,604 | +15% |
|
|
AWM
3
AE Wealth Management
Topeka,
Kansas
| $12.2M | +$2.41M | +89,098 | +25% |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $682K | -$329K | -12,162 | -33% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $322K | +$27.5K | +1,019 | +10% |
|
|
6
UBS Group
Zurich,
Switzerland
| $50K | -$16.7K | -618 | -26% |
|
TDSD Hedge Fund Activity: Q2 2021 in Review
6 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Cabana Target Drawdown 13 ETF (TDSD) for Q2 2021, worth a combined $280M — up 24% from $227M a quarter earlier.
Fund positioning in TDSD was balanced in Q2 2021: 0 funds opened new positions, 0 closed out, 4 added to existing stakes and 2 trimmed.
The largest buyer was Foundations Investment Advisors, adding an estimated $27.7M. The largest seller was Old Mission Capital, cutting an estimated $329K.
- 6 institutional investors held Cabana Target Drawdown 13 ETF (TDSD) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $280M of Cabana Target Drawdown 13 ETF stock for Q2 2021, up 24% quarter-over-quarter.
- 0 funds opened new Cabana Target Drawdown 13 ETF positions in Q2 2021 and 0 closed out.
- The largest Cabana Target Drawdown 13 ETF buyer in Q2 2021 was Foundations Investment Advisors, an estimated $27.7M added.
- The largest Cabana Target Drawdown 13 ETF seller in Q2 2021 was Old Mission Capital, an estimated $329K sold.
Based on aggregated 13F filings for Q2 2021.