TBG Dividend Focus ETF
TBG
25 hedge funds and large institutions have $120M invested in TBG Dividend Focus ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 10 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 5
17% more capital invested
Capital invested by funds: $103M → $120M (+$17.8M)
3.63% more ownership
Funds ownership: 57.73% → 61.37% (+3.6%)
19% less funds holding
Funds holding: 31 → 25 (-6)
60% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWC
Abundance Wealth Counselors
State College,
Pennsylvania
|
+$18.8M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$1.91M |
| 3 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
+$675K |
| 4 |
IWP
Insight Wealth Partners
Plano,
Texas
|
+$490K |
| 5 |
SCA
Stokes Capital Advisors
Greenwood,
South Carolina
|
+$348K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
-$3.61M |
| 2 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$2.92M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.44M |
| 4 |
OFO
OneAscent Family Office
Birmingham,
Alabama
|
-$375K |
| 5 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
-$262K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OWM
26
OneAscent Wealth Management
Birmingham,
Alabama
| – | -$3.61M | -109,287 | Closed |
|
|
OFS
27
OneAscent Financial Services
Birmingham,
Alabama
| – | -$2.92M | -88,299 | Closed |
|
|
AI
28
Atria Investments
Charlotte,
North Carolina
| – | -$1.44M | -43,594 | Closed |
|
|
OFO
29
OneAscent Family Office
Birmingham,
Alabama
| – | -$375K | -11,347 | Closed |
|
|
VCM
30
Vivaldi Capital Management
Chicago,
Illinois
| – | -$262K | -7,935 | Closed |
|
31
Envestnet Asset Management
Chicago,
Illinois
| – | -$243K | -7,342 | Closed |
|
|
PAW
32
Plan A Wealth
Lincoln,
Nebraska
| – | -$243K | -7,339 | Closed |
|
|
S
33
SignatureFD
Atlanta,
Georgia
| – | -$102K | -3,075 | Closed |
|
34
Osaic Holdings
Scottsdale,
Arizona
| – | -$56.2K | -1,702 | Closed |
|
|
WANY
35
Wealthspire Advisors (New York)
New York
| – | -$5.29K | -160 | Closed |
|
TBG Hedge Fund Activity: Q4 2025 in Review
25 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in TBG Dividend Focus ETF (TBG) for Q4 2025, worth a combined $120M — up 17% from $103M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of TBG and 4 opened new positions — a net loss of 6 holders — while 5 trimmed existing stakes and 15 added.
The largest buyer was Abundance Wealth Counselors, adding an estimated $18.8M. The largest seller was OneAscent Wealth Management, exiting entirely with an estimated $3.61M sold.
- 25 institutional investors held TBG Dividend Focus ETF (TBG) as of Q4 2025, down from 31 in Q3 2025.
- Funds reported $120M of TBG Dividend Focus ETF stock for Q4 2025, up 17% quarter-over-quarter.
- 4 funds opened new TBG Dividend Focus ETF positions in Q4 2025 and 10 closed out, a net change of -6 holders.
- The largest TBG Dividend Focus ETF buyer in Q4 2025 was Abundance Wealth Counselors, an estimated $18.8M added.
- The largest TBG Dividend Focus ETF seller in Q4 2025 was OneAscent Wealth Management, an estimated $3.61M sold.
Based on aggregated 13F filings for Q4 2025.