Investment Managers Ser TR I
13F holders, Q1 2025 (March 31)3holders +1
1new positions
0sold out
$21.97avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Investment Managers Ser TR I in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were CPR Investments Inc. ($6.8M), AXS Investments LLC ($2.4M) and Simplex Trading, LLC ($101K).
- Company
- Investment Managers Ser TR I
- CUSIP
- 46144X149
- Latest filing quarter
- Q1 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $101K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 69,969 shares bought and 105,500 shares sold, net −35,531 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| CPR Investments Inc. | 6.07% | Add +26.6% | 311,241 | $6.8M |
| AXS Investments LLC | 0.66% | Reduce -49.1% | 109,300 | $2.4M |
| Simplex Trading, LLC | 0.00% | New | 4,598 | $101K |
"% of holder's portfolio" is INVESTMENT MANAGERS SER TR I's weight in each manager's 13F, not the share of Investment Managers Ser TR I the manager owns.