TBG Dividend Focus ETF
TBG
25 hedge funds and large institutions have $132M invested in TBG Dividend Focus ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 6 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 4
10% more capital invested
Capital invested by funds: $120M → $132M (+$11.9M)
0% more funds holding
Funds holding: 25 → 25 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
1.15% less ownership
Funds ownership: 61.37% → 60.21% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWC
Abundance Wealth Counselors
State College,
Pennsylvania
|
+$3.46M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$2.49M |
| 3 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
+$701K |
| 4 |
FWP
Forefront Wealth Partners
Austin,
Texas
|
+$549K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$333K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$1.37M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$658K |
| 3 |
BFS
Boyer Financial Services
Newport Beach,
California
|
-$214K |
| 4 |
Jane Street
New York
|
-$76.3K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$28.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GS
26
GTS Securities
New York
| – | -$1.37M | -41,146 | Closed |
|
|
27
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$658K | -19,694 | Closed |
|
28
Wells Fargo
San Francisco,
California
| – | -$25K | -750 | Closed |
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$25K | -740 | Closed |
|
|
CIAS
30
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$10.2K | -306 | Closed |
|
31
UBS Group
Zurich,
Switzerland
| – | -$9.55K | -286 | Closed |
|
TBG Hedge Fund Activity: Q1 2026 in Review
25 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in TBG Dividend Focus ETF (TBG) for Q1 2026, worth a combined $132M — up 9.9% from $120M a quarter earlier.
Fund positioning in TBG was balanced in Q1 2026: 6 funds opened new positions, 6 closed out, 14 added to existing stakes and 4 trimmed.
The largest buyer was Abundance Wealth Counselors, adding an estimated $3.46M. The largest seller was GTS Securities, exiting entirely with an estimated $1.37M sold.
- 25 institutional investors held TBG Dividend Focus ETF (TBG) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $132M of TBG Dividend Focus ETF stock for Q1 2026, up 9.9% quarter-over-quarter.
- 6 funds opened new TBG Dividend Focus ETF positions in Q1 2026 and 6 closed out, a net change of 0 holders.
- The largest TBG Dividend Focus ETF buyer in Q1 2026 was Abundance Wealth Counselors, an estimated $3.46M added.
- The largest TBG Dividend Focus ETF seller in Q1 2026 was GTS Securities, an estimated $1.37M sold.
Based on aggregated 13F filings for Q1 2026.