TBG Dividend Focus ETF
TBG
23 hedge funds and large institutions have $75.4M invested in TBG Dividend Focus ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 6 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 2
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
22% more capital invested
Capital invested by funds: $62M → $75.4M (+$13.4M)
21% more funds holding
Funds holding: 19 → 23 (+4)
2.09% more ownership
Funds ownership: 49.95% → 52.04% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWC
Abundance Wealth Counselors
State College,
Pennsylvania
|
+$7.65M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$4.65M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.26M |
| 4 |
SCA
Stokes Capital Advisors
Greenwood,
South Carolina
|
+$1.48M |
| 5 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
+$472K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$1.25M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$990K |
| 3 |
Goldman Sachs
New York
|
-$939K |
| 4 |
SIG
Spinnaker Investment Group
Newport Beach,
California
|
-$584K |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$301K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIG
26
Spinnaker Investment Group
Newport Beach,
California
| – | -$584K | -17,847 | Closed |
|
|
27
Mercer Global Advisors
Denver,
Colorado
| – | -$301K | -9,204 | Closed |
|
28
Jane Street
New York
| – | -$239K | -7,295 | Closed |
|
29
Citadel Advisors
Miami,
Florida
| – | -$204K | -6,217 | Closed |
|
TBG Hedge Fund Activity: Q2 2025 in Review
23 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in TBG Dividend Focus ETF (TBG) for Q2 2025, worth a combined $75.4M — up 22% from $62M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new TBG positions and 6 closed out — a net gain of 4 holders — while 8 added to existing stakes and 2 trimmed.
The largest buyer was Abundance Wealth Counselors, opening a new position worth an estimated $7.65M. The largest seller was Truist Financial, exiting entirely with an estimated $1.25M sold.
- 23 institutional investors held TBG Dividend Focus ETF (TBG) as of Q2 2025, up from 19 in Q1 2025.
- Funds reported $75.4M of TBG Dividend Focus ETF stock for Q2 2025, up 22% quarter-over-quarter.
- 10 funds opened new TBG Dividend Focus ETF positions in Q2 2025 and 6 closed out, a net change of +4 holders.
- The largest TBG Dividend Focus ETF buyer in Q2 2025 was Abundance Wealth Counselors, an estimated $7.65M added.
- The largest TBG Dividend Focus ETF seller in Q2 2025 was Truist Financial, an estimated $1.25M sold.
Based on aggregated 13F filings for Q2 2025.