Cabana Target Drawdown 13 ETF
TDSD
TDSD was delisted on the 5th of January, 2024.
11 hedge funds and large institutions have $359M invested in Cabana Target Drawdown 13 ETF in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 3 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 1
38% more capital invested
Capital invested by funds: $260M → $359M (+$99.6M)
0% more funds holding
Funds holding: 11 → 11 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$88.4M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$3.97M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.91M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$1.5M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$751K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$244K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$46K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$3K |
TDSD Hedge Fund Activity: Q4 2021 in Review
11 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Cabana Target Drawdown 13 ETF (TDSD) for Q4 2021, worth a combined $359M — up 38% from $260M a quarter earlier.
Fund positioning in TDSD was balanced in Q4 2021: 3 funds opened new positions, 3 closed out, 7 added to existing stakes and 1 trimmed.
The largest buyer was Foundations Investment Advisors, adding an estimated $88.4M. The largest seller was Morgan Stanley, cutting an estimated $751K.
- 11 institutional investors held Cabana Target Drawdown 13 ETF (TDSD) as of Q4 2021, unchanged from Q3 2021.
- Funds reported $359M of Cabana Target Drawdown 13 ETF stock for Q4 2021, up 38% quarter-over-quarter.
- 3 funds opened new Cabana Target Drawdown 13 ETF positions in Q4 2021 and 3 closed out, a net change of 0 holders.
- The largest Cabana Target Drawdown 13 ETF buyer in Q4 2021 was Foundations Investment Advisors, an estimated $88.4M added.
- The largest Cabana Target Drawdown 13 ETF seller in Q4 2021 was Morgan Stanley, an estimated $751K sold.
Based on aggregated 13F filings for Q4 2021.