Investment Managers Ser TR I
13F holders, Q1 2025 (March 31)3holders
0new positions
0sold out
$22.97avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Investment Managers Ser TR I in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holders were CPR Investments Inc. ($4.4M), Simplex Trading, LLC ($15K) and UBS Group AG ($299).
- Company
- Investment Managers Ser TR I
- CUSIP
- 46144X230
- Latest filing quarter
- Q1 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 46,973 shares bought and 118 shares sold, net +46,855 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| CPR Investments Inc. | 3.88% | Add +32.3% | 190,626 | $4.4M |
| Simplex Trading, LLC | 0.00% | Add +234.0% | 668 | $15K |
| UBS Group AG | 0.00% | Reduce -90.1% | 13 | $299 |
"% 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.