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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.

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New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership: →

less funds holding

Funds holding: →

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
25
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$18.8M
2
+$1.91M
3
+$675K
4
IWP
Insight Wealth Partners
Texas
+$490K
5
SCA
Stokes Capital Advisors
South Carolina
+$348K

Top Sellers

1
-$3.61M
2
-$2.92M
3
-$1.44M
4
OFO
OneAscent Family Office
Alabama
-$375K
5
VCM
Vivaldi Capital Management
Illinois
-$262K
Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
26
OneAscent Wealth Management
Alabama
–
OFS
27
OneAscent Financial Services
Alabama
–
AI
28
Atria Investments
North Carolina
–
OFO
29
OneAscent Family Office
Alabama
–
VCM
30
Vivaldi Capital Management
Illinois
–
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
–
PAW
32
Plan A Wealth
Nebraska
–
S
33
SignatureFD
Georgia
–
Osaic Holdings
34
Osaic Holdings
Arizona
–
WANY
35
Wealthspire Advisors (New York)
New York
–
1
2