TBG Dividend Focus ETF
TBG
19 hedge funds and large institutions have $62M invested in TBG Dividend Focus ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 4 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
58% more funds holding
Funds holding: 12 → 19 (+7)
16% more capital invested
Capital invested by funds: $53.4M → $62M (+$8.55M)
6.17% less ownership
Funds ownership: 56.12% → 49.95% (-6.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$1.56M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.26M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$1.26M |
| 4 |
Goldman Sachs
New York
|
+$946K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$849K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
Miami,
Florida
|
-$1.02M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$97.9K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$53.7K |
| 4 |
SIG
Spinnaker Investment Group
Newport Beach,
California
|
-$40.4K |
TBG Hedge Fund Activity: Q1 2025 in Review
19 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in TBG Dividend Focus ETF (TBG) for Q1 2025, worth a combined $62M — up 16% from $53.4M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new TBG positions and 4 closed out — a net gain of 8 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $1.56M. The largest seller was GTS Securities, exiting entirely with an estimated $1.02M sold.
- 19 institutional investors held TBG Dividend Focus ETF (TBG) as of Q1 2025, up from 12 in Q4 2024.
- Funds reported $62M of TBG Dividend Focus ETF stock for Q1 2025, up 16% quarter-over-quarter.
- 12 funds opened new TBG Dividend Focus ETF positions in Q1 2025 and 4 closed out, a net change of +8 holders.
- The largest TBG Dividend Focus ETF buyer in Q1 2025 was HighTower Advisors, an estimated $1.56M added.
- The largest TBG Dividend Focus ETF seller in Q1 2025 was GTS Securities, an estimated $1.02M sold.
Based on aggregated 13F filings for Q1 2025.