Investment Managers Ser TR I
13F holders, Q4 2024 (December 31)3holders
$25.70avg. 13F price*
At the end of Q4 2024, 3 institutions reported holding Investment Managers Ser TR I in their 13F filings. The largest holders were CPR Investments Inc. ($3.7M), Simplex Trading, LLC ($5K) and UBS Group AG ($3K).
- Company
- Investment Managers Ser TR I
- CUSIP
- 46144X230
- Latest filing quarter
- Q1 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $3.7M |
| Exits | 0 | $0 |
Ownership 3 holders
| CPR Investments Inc. | 3.34% | New | 144,121 | $3.7M |
| Simplex Trading, LLC | 0.00% | New | 200 | $5K |
| UBS Group AG | 0.00% | New | 131 | $3K |
"% 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.