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TBG Dividend Focus ETF

8 hedge funds and large institutions have $41.3M invested in TBG Dividend Focus ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
8
Holders Change
+4
Holders Change %
+100%
% of All Funds
0.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
2
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$40.1M +$1.37M +46,267 +4%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$697K +$598K +20,265 +607%
GS
3
GTS Securities
New York
$259K +$259K +8,784 New
EWA
4
EverSource Wealth Advisors
Alabama
$119K +$119K +4,216 New
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$82.9K +$82.9K +2,807 New
HNB
6
Hilltop National Bank
Wyoming
$11.7K +$11.7K +396 New
CFGS
7
Concourse Financial Group Securities
Alabama
$10.9K
UBS Group
8
UBS Group
Switzerland
$2.48K +$2.48K +84 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
-$247K -9,077 Closed