TBG Dividend Focus ETFTBG
TBG
0
Funds holding %
of 7,327 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
58% more funds holding
Funds holding: 12 [Q4 2024] → 19 (+7) [Q1 2025]
16% more capital invested
Capital invested by funds: $53.4M [Q4 2024] → $62M (+$8.55M) [Q1 2025]
6.17% less ownership
Funds ownership: 56.12% [Q4 2024] → 49.95% (-6.17%) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for TBG.
Financial journalist opinion
Positive
Seeking Alpha
2 weeks ago
Dividend Growth Is My Antidote To Uncertainty
In an uncertain market, I stick to five core investing principles: stay the course, specialize, diversify, trust proven experts, and keep some cash. Dividend growth investing (DGI) remains my strategy, with a focus on reliable cash flow compounding and growing dividends to eventually replace labor income. I diversify beyond my real estate core by blending passive DGI ETFs and selecting active ETFs with proven outperformance.
Positive
Seeking Alpha
2 weeks ago
TBG: A High-Conviction Dividend ETF Finding Its Footing
TBG is an actively managed ETF comprised of 30-40 U.S. companies selected for their dividend sustainability and ability to grow distributions over a 5-7 year market cycle. The fund's 0.59% expense ratio negatively impacts distributions, but its 2.40% trailing dividend yield is likely understated. This article explains why I expect it to gradually increase to the 3.50-3.60% range. TBG has solid quality and dividend growth features, though negative historical earnings growth rates have led to a high 66% payout ratio, 8% more than the four-year average.
Neutral
Business Wire
2 months ago
TBG Dividend Focus ETF (NYSE: TBG) Hires Bowyer Research to Advise on Proxy Voting
NEW YORK--(BUSINESS WIRE)--The TBG Dividend Focus ETF (NYSE: TBG), an exchange-traded fund managed by The Bahnsen Group, a wealth management firm with over $7 billion in assets, today announced the hiring of Bowyer Research to advise the ETF on proxy voting. The ETF will rely on Bowyer Research's Bowyer Research Proxy Voting Guidelines, a framework that focuses on shareholder capitalism and aims to depoliticize corporate governance. Bowyer's guidelines exist to support value creation, free ente.
Positive
Seeking Alpha
2 months ago
TBG: Potent Dividend Strategy, Yet Liquidity And Returns Weigh On The Rating
TBG is a 2.87% yielding actively managed dividend ETF with a concentrated portfolio of just 34 companies. TBG Dividend Focus ETF has a potent strategy, as it has beaten a few peers since its inception, though it has lagged the market. The Fund has a value tilt and excellent quality, but low-fee passively managed SCHD looks stronger, with higher weighted average ROA and dividend growth rates.
Positive
Seeking Alpha
5 months ago
TBG: Dividend Strategy Mindful Of FCF, Mostly Delivers, Worth Shortlisting
TBG has an active strategy with a focus on dividend growth stocks with resilient balance sheets and robust FCF. The results it has delivered since inception in 2023 are impressive beyond doubt, as it has beaten a few heavyweight dividend growth ETFs easily. Its financials-heavy portfolio of 35 companies has impressive quality and value exposures. However, its growth characteristics, namely the 3-year FCF CAGR, look too weak to me.
Neutral
Business Wire
5 months ago
TBG Dividend Focus ETF (NYSE: TBG) Surpasses $100 Million in Assets
NEW YORK--(BUSINESS WIRE)--The Bahnsen Group, a wealth management firm with $6.5 billion in assets under management, today announced that its TBG Dividend Focus ETF (NYSE: TBG), a diversified actively managed exchange-traded fund that invests in publicly traded companies that have a long history of growing their dividend, has surpassed $100 million in assets. TBG invests in 25 to 35 small-, mid- and large-cap companies that are primarily U.S.-based. The companies will generally maintain a divid.
Positive
Seeking Alpha
8 months ago
TBG: A New And Promising Dividend Growth ETF
TBG Dividend Focus ETF is an actively managed dividend growth ETF with a concentrated portfolio of 34 stocks. TBG has value characteristics and is well-diversified across sectors, with a focus on financials. TBG track record is short, but promising: it has outperformed most dividend-growth ETFs since its inception.
Neutral
Zacks Investment Research
1 year ago
A New Dividend-Growth ETF (TBG) Hits the Market
Dividend investing remains a popular strategy for investors amid volatility and uncertainty.
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