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TBG Dividend Focus ETF

4 hedge funds and large institutions have $36M invested in TBG Dividend Focus ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

77.98% more ownership

Funds ownership: 0%77.98% (+78%)

Holders
4
Holders Change
+4
Holders Change %
% of All Funds
0.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$35.7M +$34.2M +1,312,899 New
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$247K +$236K +9,077 New
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$91K +$86.9K +3,337 New
CFGS
4
Concourse Financial Group Securities
Alabama
$10K +$9.58K +368 New

TBG Hedge Fund Activity: Q4 2023 in Review

4 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in TBG Dividend Focus ETF (TBG) for Q4 2023, worth a combined $36M.

Buyers outnumbered sellers: 4 funds opened new TBG positions and 0 closed out — a net gain of 4 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $34.2M.

  • 4 institutional investors held TBG Dividend Focus ETF (TBG) as of Q4 2023, up from 0 in Q3 2023.
  • Funds reported $36M of TBG Dividend Focus ETF stock for Q4 2023.
  • 4 funds opened new TBG Dividend Focus ETF positions in Q4 2023 and 0 closed out, a net change of +4 holders.
  • The largest TBG Dividend Focus ETF buyer in Q4 2023 was HighTower Advisors, an estimated $34.2M added.

Based on aggregated 13F filings for Q4 2023.