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SAVN

LifeGoal Conservative Wealth Builder ETF
SAVN

Delisted

SAVN was delisted on the 12th of June, 2023.

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2 hedge funds and large institutions have $369K invested in LifeGoal Conservative Wealth Builder ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more capital invested

Capital invested by funds: $202K → $369K (+$167K)

0% more funds holding

Funds holding: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
2
Holders Change
–
Holders Change %
0%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$215K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$31.2K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$23.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$217K +$215K +24,128 New
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$153K -$23.5K -2,632 -13%
UBS Group
3
UBS Group
Switzerland
– -$31.2K -3,589 Closed

SAVN Hedge Fund Activity: Q1 2023 in Review

2 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in LifeGoal Conservative Wealth Builder ETF (SAVN) for Q1 2023, worth a combined $369K — up 83% from $202K a quarter earlier.

Fund positioning in SAVN was balanced in Q1 2023: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 1 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $215K. The largest seller was UBS Group, exiting entirely with an estimated $31.2K sold.

  • 2 institutional investors held LifeGoal Conservative Wealth Builder ETF (SAVN) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $369K of LifeGoal Conservative Wealth Builder ETF stock for Q1 2023, up 83% quarter-over-quarter.
  • 1 fund opened new LifeGoal Conservative Wealth Builder ETF positions in Q1 2023 and 1 closed out, a net change of 0 holders.
  • The largest LifeGoal Conservative Wealth Builder ETF buyer in Q1 2023 was Citadel Advisors, an estimated $215K added.
  • The largest LifeGoal Conservative Wealth Builder ETF seller in Q1 2023 was UBS Group, an estimated $31.2K sold.

Based on aggregated 13F filings for Q1 2023.