TDSD

Cabana Target Drawdown 13 ETF

Delisted

TDSD was delisted on the 5th of January, 2024.

11 hedge funds and large institutions have $319M invested in Cabana Target Drawdown 13 ETF in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
11
Holders Change
Holders Change %
0%
% of All Funds
0.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
6
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FIA
1
Foundations Investment Advisors
Arizona
$262M +$2.42M +97,809 +0.9%
GM
2
GeoWealth Management
Illinois
$37.1M +$159K +6,242 +0.4%
AWM
3
AE Wealth Management
Kansas
$12.5M +$1.57M +61,616 +14%
OPS
4
Orion Portfolio Solutions
Nebraska
$2.94M -$63.4K -2,484 -2%
Goldman Sachs
5
Goldman Sachs
New York
$1.43M +$1.43M +56,002 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.31M +$239K +9,350 +22%
TIM
7
Tevis Investment Management
Texas
$973K +$973K +38,128 New
SWM
8
Selective Wealth Management
Virginia
$408K -$96.3K -3,771 -19%
AWM
9
Avaii Wealth Management
Wisconsin
$287K +$23K +903 +9%
Wells Fargo
10
Wells Fargo
California
$263K +$263K +10,318 New
UBS Group
11
UBS Group
Switzerland
$55K +$36.2K +1,424 +193%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
-$828K -28,362 Closed
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
-$287K -9,819 Closed
Morgan Stanley
14
Morgan Stanley
New York
-$1K -28 Closed