Investment Managers Ser TR I
13F holders, Q1 2025 (March 31)2holders +1
2new positions
0sold out
$23.01avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Investment Managers Ser TR I in their 13F filings, up 1 from Q3 2024. 2 opened new positions and 0 sold out. The largest holders were AXS Investments LLC ($2.4M) and Simplex Trading, LLC ($15K).
- Company
- Investment Managers Ser TR I
- CUSIP
- 46144X339
- Latest filing quarter
- Q1 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.4M |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q1 2025: 106,174 shares bought, net +106,174 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| AXS Investments LLC | 0.67% | New | 105,500 | $2.4M |
| Simplex Trading, LLC | 0.00% | New | 674 | $15K |
"% 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.